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David Nelson, CFA

 
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  • Top Down Vs. Bottom Up - Which Investor Has The Edge?
    Mon, Jul. 14 SPY, DIA, QQQ 18 Comments

    Summary

    • Focus Less on the Market and More on Stocks.
    • Macro Investors Hate the Market.
    • My Gut has predicted 8 out of the last 2 bear markets.
    • Stock Clock - In at 6 and out at 12 is perfect. After midnight you turn into a pumpkin.
  • Investors Are Searching For I-95 North
    Fri, May. 23 XLU 4 Comments

    Summary

    • Macro continues to give mixed signals frustrating bulls and bears.
    • Utilities could help provide confirmation.
    • Bottoms up approach focusing on individual stocks has provided a better road map.
  • AT&T Buys Direct TV - Buyer Beware
    Mon, May. 19 T, DTV 22 Comments

    Summary

    • Satellite Ranks near the bottom in Download and Upload Speeds.
    • TV viewing habits are changing as video consumption moves online.
    • How will Direct TV (DTV) deal with changing customer behavior?.
  • Clouds Over Omaha - Time To Sell Berkshire Hathaway
    Mon, May. 5 KO, BRK.A, BRK.B 164 Comments

    Summary

    • Buffett talks the talk, can he walk the walk?
    • Buffett breaks the first rule of investing.
    • Decision not to vote was a breach of fiduciary responsibility.
    • Berkshire Hathaway has underperformed the S&P Total Return by 20% in the last 5 years.
  • Ready For A Rebound? Gilead's $1000 Pill
    Thu, Apr. 17 JNJ, XBI, ABBV 71 Comments

    Summary

    • Gilead (GILD) was Ground Zero in the Biotech Sell-Off.
    • GILD is where the sell-off started and may be where Biotechs make a stand.
    • GILD earnings could help turn the sector around.
  • The Worm Has Turned - Growth Vs. Value
    Sun, Mar. 30 GILD, IVW, XBI 4 Comments

    Summary

    • The rotation from growth to value still has room to run.
    • Time for a gut check on why you bought high flying, high valuation stocks.
    • Price momentum alone is like a relationship based only on sexual attraction. Eventually, you wake up wanting something more.
  • eBay Shareholders - Stand Up And Be Counted
    Wed, Feb. 26 PCAR, AAPL, SNE 14 Comments
  • Facebook - The Greater Fool?
    Thu, Feb. 20 FB 74 Comments
  • The Weather Put! Snow And Ice Heating Up The Market
    Tue, Feb. 18 AAPL, DIS, DOW 3 Comments
  • Emerging Market Investors Need To Go Active
    Fri, Feb. 7 GDX, GLD, MES 9 Comments
  • 2014 - Why The Ride Isn't Over
    Fri, Jan. 3 AIRM, BA, BLK 2 Comments
  • Boeing Battles Union Over 777X - Who's Bluffing?
    Nov. 14, 2013 BA 34 Comments
  • Every Bull Market Feels Like A Bubble
    Nov. 5, 2013 CBS, FB, FCX 14 Comments
  • Twitter, Comcast Deal Just The Tip Of The Iceberg
    Oct. 11, 2013 CMCSA, TWTR Comment!
  • The Perfect Storm - Cable Companies Sail Into The Vortex
    Jul. 23, 2013 CBS, TWC, CMCSA 13 Comments
  • Freeport McMoRan: Let The Shareholders Vote
    Dec. 11, 2012 MMR, PXP, FCX 26 Comments
  • S&P 500: The Road To 1500
    Jan. 24, 2012 AAPL, SPY 7 Comments
  • Market Outlook 2012: Seeking The Holy Grail
    Dec. 13, 2011 SPY, QQQ 9 Comments
  • United States Of Europe - The Only Hope
    Dec. 12, 2011 EWG, VGK, EFA 3 Comments
  • The Optimism Invasion And Your Portfolio
    Dec. 1, 2011 USB, FIT, EWBC 2 Comments
  • Apple: Still Long, But Investors Must Admit Growth Is Slowing
    Nov. 16, 2011 AAPL 125 Comments
  • Why Isn't The Market Down 3000 Points?
    Nov. 11, 2011 GMCR, NFLX, GOOG 8 Comments
  • eBay: Expect Top And Bottom Line Growth
    Sep. 26, 2011 EBAY 10 Comments
  • Stock Stress Test: Apple Looks Fairly Valued
    Sep. 6, 2011 AAPL 33 Comments
  • 5 Reasons To Buy Foot Locker
    Aug. 22, 2011 FL Comment!
  • This Is Not 2008: Good Opportunity to Upgrade Your Portfolio
    Aug. 11, 2011 AAPL, MCD, PFE 13 Comments