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Good & Bad For The Week

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Good & Bad For The Week

Good

The Fed didn’t say anything new this week. The less yapping from them, the better

Case Shiller & Pending Home Sales Beat Estimates - Fox Business

The Chicago PMI increased to 52.3 in April, beating estimates for 50.

Weekly jobless claims slid to the lowest level since April 2000. Claims fell to 262k, beating estimates for 290k.

Bad:

Let’s of Jello Moving On The Plate – Sloppy action in key sectors and key stocks.

A slew of Biotech Stocks Fell Hard Last Week

Social Media Stocks: TWTR, LNKD, & YELP Plunged After Lowering Guidance - Fox Business

Q1 GDP Grows at 0.2%, missing estimates for 1% - Fox Business

On average, economic data continues to miss estimates


Charts Of The Week: Social Media Stocks Smacked After Lowering Guidance

LNKD

Charts Of The Week: Social Media Stocks Smacked After Lowering Guidance

LNKD, TWTR & YELP all gapped down after lowering guidance…

TWTR-----

 

YELP-----

Charts Courtesy Of StockCharts.com

No Positions


Earnings Scorecard (So Far)

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Earnings Scorecard (So Far)

Submitted By, Adam Sarhan

History shows us that some of the market’s strongest performers occur from big gaps UP on earnings and some of the weakest stocks gap DOWN after reporting numbers. This list separates the winners from the losers (so far) as we make our way through earnings season:

WINNERS:

The big winners (so far) from earnings season include: Amazon.com ($AMZN), Netflix ($NFLX), Hasbro ($HAS), Domino’s Pizza ($DPZ), Sketchers ($SKX), Dunkin (Donuts) Brands Group ($DNKN), Microsoft Corp ($MSFT), O’Reilly Automotive ($ORLY), and YUM Brands ($YUM), Skywest ($SKYW), Web.com ($WWWW), Equinix ($EQIX), Styngenta ($SYT), Nutri System ($NTRI), Brink’s Co ($BCO), Teradyne Inc ($TER), Skyworks Solutions ($SWKS), GoPro ($GPRO). 

LOSERS:

On the downside: Twitter ($TWTR), Yelp ($YELP), LinkedIn ($LNKD), Constant Contact (CTCT), Accuray ($ARAY), Cooper Tire & Rubber ($CTB), Abaxis ($ABAX), Texas Instruments ($TXN), Buffalo Wild Wings ($BWLD), Baidu Inc. ($BIDU), Stratasys ($SSYS), Harman ($HAR), Nokia ($NOK), Travelers ($TRV), 3M ($MMM), Chipotle ($CMG), Pulte Group ($PHM), Biogen Inc ($BIIB), Generac Holdings ($GNRC), First Solar ($FSLR) and American Express ($AXP), just to name a few. 


Happy 50th Anniversary: The Oracle of Omaha Is Everywhere

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Happy 50th Anniversary: The Oracle of Omaha Is Everywhere

Spend Your Day With Berkshire Hathaway (Whether You Want to or Not)

Buffett is everywhere

Ray Dalio: How The Economic Machine Works

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Ray Dalio: How The Economic Machine Works

Submitted By Adan Sarhan

Ray Dalio is one of the largest hedge fund managers in the world. In case you haven’t seen this already, he does a great job explaining how the economic machine works:

Source: https://www.youtube.com/watch?v=PHe0bXAIuk0


First Drones, Now Rockets – Amazon.com’s CEO Shoots For The Moon

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First Drones, Now Rockets – Amazon.com’s CEO Shoots For The Moon

$AMZN lost 12 cents a share in Q1 2015 But the stock surged to fresh record highs.  In addition to their thriving cloud business -

investors are bullish on their future.

Amazon founder Jeff Bezos’ space company launches first rocket into space – Read here


Radio

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Radio

Investor's Edge: 05/01/2015

Investor’s Edge: 05/01/2015 Listen to todays show by clicking here.

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Radio

Investor's Edge: 04/30/2015

Investor’s Edge: 04/30/2015 Listen to todays show by clicking here.

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Radio

Investor's Edge: 04/29/2015

Investor’s Edge: 04/29/2015 Listen to todays show by clicking here.

Television

Newsletter

Gary Kaltbaum owns Kaltbaum Capital Management, LLC (“KCM”), an investment adviser registered with the U.S. Securities and Exchange Commission. The opinions expressed herein are those of Mr. Kaltbaum and may not reflect those of KCM. The information offered in this publication is general information that does not take into account the individual circumstances, financial situation or individual needs of an investor. The information herein has been obtained from sources believed to be reliable, but we cannot assure its accuracy or completeness. Neither the information nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. Any reference to past performance is not to be implied or construed as a guarantee of future results.

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