I joined CNBC’s Bernie Lo this evening to discuss Apple (AAPL) and IBM’s (IBM) announcement that they would be joining forces in the enterprise space. There is no question that the move is a positive development for Apple, though it might not necessary lead to a large surge in sales.  Why?  Because Apple’s iPhones and...Read More

Watch the latest video at video.foxbusiness.com I joined Varney & Company this morning along with Nicole Petallides and Liz McDonald to chat about our favorite stock sectors and the dismal revised first-quarter GDP report. Consumer discretionary stocks have gotten killed this year, as Liz reports, noting that 22 consumer discretionary stocks in the S&P 500...Read More

This week the annual Electronic Entertainment Expo—or “E3” among gamers—kicks off, and all eyes are on Microsoft (MSFT) and Sony (SNE), makers of the Xbox One and PlayStation 4 game consoles, respectively.  The focus this year for Microsoft—which presented first—was on getting back to basics of gaming. In this latest battle in the “console war,”...Read More

I joined David Asman on After the Bell today to talk about investing in China and Russia—two countries that have most investor running for cover. Chinese stocks—as measured by the iShares China Large Cap ETF (FXI)—are trading at roughly half their 2007 highs.  Russian stocks—as measured by the Market Vectors Russia ETF (RSX)—have been trending...Read More

Microsoft (MSFT) unveiled its Surface 3 tablet on Tuesday, and I joined CNBC’s Adam Bakhtiar to discuss what it might mean for Microsoft’s prospects.  The good news: It’s a fantastic product that blows the iPad out of the water.  The bad news: Given the slowdown in the growth of the tablet market, I fear it’s...Read More