Feb 14, 2014 by Alex Dumortier, CFATech Watch: Twitter Shares Brush Off Lockup Expiration; A Target for AppleTwitter's float increases, while a potential target for Apple raises a funding round.
Feb 13, 2014 by Alex Dumortier, CFAIs Warren Buffett About to End a 40-Year Relationship?Warren Buffett's Berkshire Hathaway may restructure its Graham Holdings stake.
Feb 12, 2014 by Alex Dumortier, CFACisco Earnings: The Market's Disappointment Creates OpportunityCisco meets or exceeds expectations, yet the stock is down is after-hours
Feb 12, 2014 by Alex Dumortier, CFAHere's What the Market is Missing on Sprint's EarningsSprint may have beat Wall Street expectations, but that isn't enough.
Feb 11, 2014 by Alex Dumortier, CFAWhere Did China's "Missing" 500 Tons of Gold Go?Where did China's domestic gold production go?
Feb 10, 2014 by Alex Dumortier, CFAJanet Yellen on Capitol Hill: The Fed's Communications ProblemAs Janet Yellen heads to Capitol Hill, the Fed's guidance on interest rates is broken.
Feb 10, 2014 by Alex Dumortier, CFA2 Stocks to Watch: Apple and YelpApple finds support; investors cheer "yahoo" for Yelp's deal.
Feb 9, 2014 by Alex Dumortier, CFA5 Questions for a Superinvestor: Christopher Davis, Davis AdvisorsFund manager Christopher Davis explains why we are entering a stock-picker's market.
Feb 7, 2014 by Alex Dumortier, CFA2 Misunderstandings Regarding Apple's $14 Billion Share RepurchaseDon't believe the critics -- Apple is creating value with its latest share repurchases
Feb 7, 2014 by Alex Dumortier, CFAApple's $14 Billion Opportunistic Buying Spree With a ramp-up in its share repurchases, Apple is proving its financial acumen.
Feb 6, 2014 by Alex Dumortier, CFATwitter and LinkedIn Fall Off the Expectations TreadmillTwitter and LinkedIn's high-flying stocks get hit as the market marks down its expectations.
Feb 6, 2014 by Alex Dumortier, CFATwitter: The One Fact That Is No Longer HiddenDespite its brand awareness, Twitter is not a mainstream product.
Feb 5, 2014 by Alex Dumortier, CFAThe 2 Numbers Decimating Twitter's SharesTwitter beats expectations, but which ones?
Feb 5, 2014 by Alex Dumortier, CFAEarnings: Can Twitter Emulate Facebook's Quarter?Twitter reports its first set of quarterly results as a public company.
Feb 4, 2014 by Alex Dumortier, CFAWhy Nadella Was the Best Choice for Microsoft CEOMicrosoft names Satya Nadella, a 22-year company veteran, to be its third CEO.
Feb 4, 2014 by Alex Dumortier, CFAJ.C. Penney Finally Shows Growth -- Should Investors Take a Look?J.C. Penney grew sales in the fourth quarter, but is it enough?
Feb 3, 2014 by Alex Dumortier, CFABeyond the Headlines: Here's the Real Reason Stocks Fell TodayStock market volatility is back -- and that's a good thing.
Feb 3, 2014 by Alex Dumortier, CFAEarnings: Mortgage REITs Annaly and American Capital On DeckThe gorillas of the mortgage REIT sector report today.
Feb 2, 2014 by Alex Dumortier, CFABen Bernanke's Fed Tenure: 3 Graphs for 3 BubblesBen Bernanke's leadership coincided with three bubbles, but it's no coincidence.
Feb 2, 2014 by Alex Dumortier, CFA3 Big Movers: Apple, Yahoo!, and FacebookOn earnings, Facebook impresses, while Apple and Yahoo! disappointed.