“Generative AI” is all the rage these days… For starters, Microsoft (MSFT) is dumping a lot of money into the space. The tech giant invested $1 billion into industry leader OpenAI in 2019. Two years later, it held another investment round. And last month, Microsoft poured in $10 billion more. Microsoft is talking up efforts …
Imagine you order a pizza with mushrooms and onions… And the delivery driver instead brings a pizza with sausage and pepperoni. I bet you would be angry. You would likely demand a refund. And you would probably get it. Now, don’t get me wrong… Sausage-and-pepperoni pizzas are popular. And many folks think mushroom-and-onion pizzas are …
Editor’s note: The markets and our Chaikin Analytics offices will be closed Monday, February 20, for Presidents Day. So we won’t publish our Chaikin PowerFeed e-letter that day. Look for your next issue on Tuesday, February 21. The “sharks” are circling Salesforce (CRM)… Salesforce is known for its mega-suite of customer-relations management (“CRM”) software. It …
This Company Is ‘Shark’ Bait… And the Power Gauge Loves It Read More »
You need a long, sturdy ladder if you want to clean the gutters at your house… Standing on top of a six-foot ladder won’t get the job done. And it’s risky. You need a jack if you want to change a flat tire on the side of the road… Trying to pull the deflated tire …
As an Investor, You Need the Right Tool for the Job Read More »
Cathie Wood is at it again… Bloomberg interviewed the ARK Investment Management founder and CEO last Friday. And during the conversation, she declared… “We are the new Nasdaq.” It’s a bold statement. It implies that the industry’s most trusted tech-tracking index is dead. And the thing is… Cathie Wood is on to something. Simply put, …
Cathie Wood Declares the Nasdaq Dead… And She Isn’t Wrong Read More »
An important change is developing in the stock market right now… The Power Gauge is starting to signal newfound “bullish” opportunities. But there’s a problem… A lot of these opportunities appear to include what many investors would consider “dealbreakers.” One of these apparent dealbreakers is a company with falling earnings. However, I’m here to tell …
Earnings Are Heading Lower… but This Stock Is Strong Read More »
I’ve warned you about avoiding the trap of “sucker yields” in the past… Suppose ABC Inc. pays a $1 dividend and trades at $25 per share. That’s a 4% yield. Now, assume investors worry that ABC Inc. can’t afford to keep paying that dividend. The stock might then fall to, say, $10 per share. So …
‘Sucker Yield’ or Not… This Investment Is a Trap Read More »
Disney’s (DIS) latest thriller isn’t playing in theaters… Rather, it’s happening in the corporate suites. And two guys named Bob are the stars… Bob Iger served as Disney’s CEO from 2005 until his contract expired in 2020. Before stepping down, Iger hand-picked Bob Chapek as his replacement. And Iger stayed on as the company’s executive …
This is easily one of the biggest sentiment disconnects I’ve seen in my career… Now, more than at any time since 2008, folks are calling for a housing crisis. And just about everyone is certain that home prices – and even rents – will fall in the months ahead. At the surface level, it’s easy …
Homebuilders Are Soaring… But Investors Hate Them Read More »
You might get déjà vu after reading today’s headline… It’s very close to what we published on January 11, after all. But look again… Our original essay focused on popular companies that attract investors, like Tesla (TSLA). We discussed how Tesla founder Elon Musk is changing the way we get around. He sells electric cars …
