D&D Note (7.14.2022) ~ Bank Earnings Disappoint but Markets Claw Back From the Lows ~ Banks reported earnings this morning and while not horrible they did disappoint investors and the markets were considerably down to start the day. Then FED Governor Waller calmed traders a bit by saying the market is “getting ahead of itself” … Continue reading
D&D Note (8-16-2012) The General that lead markets higher today was Cisco (CSCO) which rose 9.63% to close at $19.02 a share after beating on earnings and increasing the dividend. Traders bought into the company and the rally helped lift those cloud stocks that all got hit earlier this week, and also lifting the market … Continue reading
D&D Note (8-15-2012) Flash crashes, billion dollar bank trading losses, computer glitches, botched IPO’s, LIBOR manipulation… it’s no wonder the retail investor (i.e. the little guys on main street) have stayed out of the markets. Who really controls them? When Wall Street heavy weights like hedge funds and other institutional trading firms sit on the … Continue reading
D&D Note (7-23-2012) Call it the slowest train wreck in history. Investors have been worried about Spanish sovereign debt and adjusting their portfolios now for over three years. Today we had yet another cold call to reality that Spain most likely will need a full out bailout of banks and regions. The yields on the … Continue reading
D&D Note (7-18-2012) Corporate earnings continue to come in better-than-expected helping to keep the rally going in stocks. Keep in mind the bar is low for earnings so in reality it shouldn’t be hard for most companies to beat street expectations. Tech companies led the day with Intel (INTC), Hewlett-Packard (HPQ), Cisco (CSCO), EMC (EMC), … Continue reading
D&D Note Recall those commercials “Dude! Your getting a Dell”? Well, times have certainly changed and Dell (DELL) reported disappointing earnings, sales, and outlook – which culminated into the stock getting hammered today down 16.82%. The Dell numbers brought down many other tech stocks on the day including; Microsoft (MSFT), Intel (INTL), Cisco (CSCO), and … Continue reading
D&D Note (5-10-2012) Today the cloud got hit and hit big due to Cisco’s (CSCO) downbeat forward looking guidance resulting in a 10% decline in the equity. As a consequence equities tied to the cloud got hammered such as; EMC (EMC), Salesforce.com (CRM), F5 Networks (FFIV), Riverbed Technology (RVBD). While Cisco reported bad guidance does … Continue reading