Posts under Companies & Securities Category

Sep13

Twitter announced yesterday it has filed a confidential S-1 as a precursor to a potential IPO.  Being one of the 'name' franchises of the current internet, this should be one of those huge deals when the day comes.   Some thoughts…

Sep10

A massive change in the stodgy Dow Jones Industrial Average announced this morning… as the headline says, 3 companies in – 3 companies out.  Of the 3 out only Bank of America surprises as it is one of the major…

Aug23

The long reign of Steve Ballmer – a much maligned CEO – is coming to an end at Microsoft (MSFT).  The stock is up 9% on the news – which on one hand has to make Ballmer feel sort of…

Aug16

Yesterday was clearly the worst session since the late June lows.  Breadth was terrible and key support lines were broken.  At the close of the day the S&P 500 fell to just above the 50 day moving average and really…

Aug14

Some of the auto parts makers are quietly having a very good year.  They have some of the better chart set ups out there, even though some are quite extended.  Part of this may just be a rotation into cyclical…