POPULARITY
Driverless vehicles are already here, even if they've made some wrong terms. Motley Fool Contributor Travis Hoium joined Ricky Mulvey to check in on some companies leading the way on autonomous vehicles. They discuss: - The progress that autonomous vehicles have made over the past few years. - Where automakers including Tesla and General Motors stand in the race. - How autonomous vehicles could deploy on a large scale. Two notes. One is that Tesla's market cap is $800 million. Also, Travis meant to include Uber in his autonomous driving stock basket. Companies discussed: TSLA, GM, INTC, MBLY, UBER, BIDU, GOOG, GOOGL Host: Ricky Mulvey Guest: Travis Hoium Producer: Mary Long Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
ביטקוין, MBLY, ZM, TLT, TOL, LEN
Declining CPI opens door to lower interest rates Inflation concerns are falling as the July Consumer Price Index (CPI) showed an increase of 2.9% compared to last year, this would mark the lowest reading since March 2021. Core CPI, which excludes food and energy was also positive as it came in at 3.2% which would mark the lowest reading since April 2021. Areas that continued to put upward pressure on inflation included food away from home (+4.1%), electricity (+4.9%), and motor vehicle insurance (+18.6%). Other areas that used to be problematic have now reversed course and are benefitting the inflation report. This includes used cars and trucks (-10.9%) and new vehicles (-1.0%). Shelter continues to be the heavyweight in the report as the category increased 5.1% compared to last year and accounted for over 70% of the increase in core CPI. If shelter was stripped out, CPI would have increased just 1.7% compared to last year. I believe we'll continue to see further progress on inflation as we end the year. Retail sales data shows people are still spending money Data points continued to come in favorably for the Fed this week as retail sales increased 1.0% compared to last month. This easily topped the estimate of 0.3%. Looking compared to last year, retail sales were up a healthy 2.7%. Nonstore retailers continued to see strong growth with a 6.7% gain compared to last year and while growth has slowed, food services and drinking places still showed good growth of 3.4%. It appears both electronics and appliance stores and building material & garden equipment & supplies dealers have bottomed with gains of 5.2% and 0.4% respectively. This is the first time I remember seeing a positive gain in building material & garden equipment & supplies dealers in a long time. Furniture & home furnishing stores did remain a drag on the report as sales declined 2.4% compared to last year. Overall, I believe this was a great report considering we are seeing inflation slow and the consumer is still willing to spend. The soft landing many have wondered about is looking more and more possible with reports like this. Are separately managed funds best for you? At Wilsey Asset Management, we manage all our accounts separately and have done that now for over 30 years. What that means is our clients actually hold the securities in their portfolio versus buying shares in a mutual fund or ETF. This trend seems to be taking hold with other brokers as asset growth for separately managed accounts (SMAs) has been 30% over the past two years. SMA's are now at $2.4 trillion in assets in professionally managed accounts. This compares to $4.3 trillion in mutual funds and $1.9 trillion in ETF's. These managed accounts will generally use an outside money manager and it will not be quite as individualized as people would prefer. One thing to understand is the fees considering you are likely paying you're an advisor/broker a fee and then an additional fee to the SMA manager. Often times this strategy can cause confusion for the investor as well, sometimes we have seen this strategy produce 50 to 100 positions which can also be a nightmare to get out of. Lastly if you have questions on why certain positions are in the portfolio you will not be able to call and talk to the person making those investment decisions and you'll be stuck with a pre-scripted response from the broker. Be sure to ask your broker/advisor many questions if they are advising SMAs as it may sound better than it really is. Financial Planning: When to get Umbrella Insurance Both home and auto policies contain liability coverage, which pays in case you are sued for damaging property or if you are responsible for hurting someone. An example could be someone slipping on your driveway, but more commonly it is due to a bad car accident. An umbrella policy adds extra liability coverage that kicks in after the home and auto liability is exhausted. In recent years, litigation across the board has been rising, but also inflation has increased the cost of medical bills and auto repairs. This in turn has resulted in more umbrella claims as costs are more likely to exceed the coverage on home and auto polices alone. As a result, insurance carriers have increased premiums on umbrella policies (as well as home and auto policies) and have been more likely to deny umbrella coverage increases or coverage all together. Even with these cost increases, it is still relatively affordable at a few hundred dollars per year, so if you are underinsured you should consider purchasing a policy. Umbrella coverage comes in increments of $1 million, and the rule of thumb is to carry insurance equal to your net worth. However, this can be excessive in some circumstances as assets like qualified retirement accounts and home equity have some protection against lawsuits. Generally speaking, if your net worth is over a million, you should have an umbrella policy, and depending on your net worth, the types of assets you own, and your exposure to liability, you may need to carry higher amounts of coverage. The last thing you need after building a nest egg is for an unexpected lawsuit to take all your assets and put you back to square one. Companies Discussed: JB Hunt Transport Services (JBHT), Mobileye (MBLY), Ulta Beauty (ULTA)
Instant analysis of Mobileye Global ($MBLY) Q2 earnings, as we hear from CEO Prof. Amnon Shashua. More than “beat” or “miss” –the Drill Down Earnings with Futurum Group chief market strategist Cory Johnson has the business stories behind stocks on the move. https://x.com/corytv #Mobileye Global #Earnings @Mobileye Global $MBLY #Technology #Software #CloudComputing #Chips #AI #ArtificialIntelligence #Semiconductors #Stocks #Trading #Business @DrillDownPod Learn more about your ad choices. Visit megaphone.fm/adchoices
הרצף החריג בנסדק והעושר שלא מחלחל לכל השוק, פסיכולוגיה ואיך לפעול נכון. בין היתר נסקור גם את המניות הבאות: AMAT, MBLY, LLY, ROKU, MRNA, SEDG, SMCI
נסקור גם את ההתרסקות ב-MBLY, הקפיצה ב-QS ועוד
Eps. 8! We explore a range of topics including the latest from the FOMC meeting, dissect economic data like jobless claims and nonfarm payroll, and delve into the automotive sector with insights on Tesla and Rivian's Q4 performances, along with Chinese EV market dynamics. The tech sector is also covered with a focus on Apple's market challenges and Bitcoin's fluctuating market conditions. Additionally, we examine Mobileye's stock performance post-IPO, delve into the volatile oil market, and discuss the ongoing boardroom battle at Disney. This comprehensive analysis is designed to provide viewers with critical information and insights across various sectors, making it a must-watch for those interested in finance and business trends. Subscribe for weekly insights. Follow us on social media for daily updates. Share this podcast with fellow market enthusiasts. ✨ Stay tuned for our next episode where we'll dive into more fascinating market trends and business insights!
Tech expert Gene Munster discusses the Mag 7 & emerging tech stocks (1:30) - Will NVIDIA Shares Continue To Rally Into 2024? (6:25) - Who Will Emerge The Big Winner In The AI Race? (9:15) - What Can We Expect From Apple In The New Year? (13:45) - The Future of Self Driving Cars (17:00) - What Mega Cap Stocks Should You Have In Your Portfolio For 2024? (19:55) - Can Emerging Tech Stocks Continue To Outperform? (21:50) - Innovator Deepwater Frontier Tech ETF: LOUP (25:20) - Episode Roundup: META, TSLA, AMZN, MSFT, AAPL, GOOGL, TSM, MBLY, ASML, QQQM Podcast@Zacks.coim
@AviNMash @JoeySolitro @StockSavvyShay are back for Episode 96 after Avo Locks nailed $NFLX buy on last weeks episode (Joey props too for the Buy hat tip) Underdog Pickem's - 1 minute who we like this week in the NFL Recap and New Buy | Sell | Hold Tesla | Align Technology | TransMedics Group | Netflix EARNINGS PREVIEW: Meta | Microsoft | Spotify | Snapchat | Amazon Monday: $CDNA, $LOGI, $CLF, $WHRTuesday: $KO, $VZ, $GE, $GM, $SPOT, $MSFT, $V, $SNAP, $TXN, $TDOCWednesday: $TMUS, $BA, $ADP, $CZOO, $META, $IBM, $NOW, $ALGN, $MAT, $QS, $PIThursday: $MA, $MRK, $CMCSA, $UPS, $LUV, $MBLY, $OPRA, $AMZN, $INTC, $CMG, $F, $ENPH, $LHX, $DXCMFriday: $XOM, $CVX, $ABBV, $SNY, $CHTR, $TROWCHECK OUT SPECIAL PROMOTIONS FOR OUR LISTENERS: Exclusive UNDERDOG FANTASY SPORTS Get up to Bonus Match instantly (Up to $500) and win up to $3M in their BestBall Mania + $15M In total Prizes. Promo Code: PTT Signup Link: https://play.underdogfantasy.com/p-pounding-the-table Interested in Automated Trading Bots? Peakbot is our favorite automated trading bots; great for non experts to leverage covered calls. PeakBot (www.UsePeakBot.com)Promo code: PTTWant to Contact Us? Email us at Hosts@PoundingTheTablePodcast.comLegal Disclaimer:The thoughts and opinions expressed on this podcast, are solely for entertainment purposes and should not be construed as investment advice. The content provided is based on personal experiences, analysis, and general knowledge about stocks and the financial market.The information shared on this podcast is not intended to be a substitute for professional financial advice. Listeners should always consult with a qualified financial advisor or professional before making any investment decisions. Investing in stocks and other financial instruments carries inherent risks, and individuals should carefully consider their own financial situation, risk tolerance, and investment goals before engaging in any investment activities.The hosts and guests on this podcast are not licensed financial advisors or professionals. They are sharing their personal opinions and experiences, which may not be suitable for everyone. The accuracy, completeness, and timeliness of the information presented cannot be guaranteed, as the stock market and investment landscape are subject to constant changes.Any actions taken based on the content of this podcast are done at the listener's own risk. The podcast hosts, guests, and producers assume no responsibility or liability for any investment decisions, losses, or damages incurred as a result of the information provided on the podcast.
It’s perfect timing to have Kevin on the show because he’s Zacks’ expert in institutional buying. He tracks their purchases for his Follow the Money Trader. And there’s been no bigger story than what is happening at Valeant (VRX). Pharmaceutical giant Valeant has been on everyone’s lips for the last several months regarding questions about its drug pricing. It was the subject of a New York Times cover story and there have been subpoenas issued by US prosecutors. Adding to the injury, the short-selling firm Citron Research came out with a report on the company which slammed the shares further. Shares are down a whopping 71% in the last 3 months, and went from a new all-time high to a multi-year low in that time span. Many institutional investors were caught in the Valeant downdraft. The deadline for the filing of third quarter 13-F forms also just passed which means firms with assets of more than $100 million had to disclose their moves. Are the institutional investors selling their Valeant positions or buying more? Who’s in and who’s out? Sequoia Fund (SEQUX), a prestigious value investment fund which closed to new investors in 2013, is one of the largest shareholders in Valeant. It has over a 10% stake. According to recent filings, it has actually bought even more shares despite losing billions over the last few months on its existing stake. Outside of Valeant, what else are the top institutional names buying? The 13-F forms revealed that Michael Kors (KORS), Apple (AAPL) and Mobileye (MBLY) are still on their radar. Should you mimic the buys of the institutional greats? And if so, how do you protect yourself from a Valeant situation? Join Kevin and Tracey as they discuss the juicy tidbits from the new filings in this week’s podcast. Valeant: http://www.zacks.com/stock/quote/VRX?cid=cs-soundcloud-ft-pod Sequoia Fund: http://www.zacks.com/funds/mutual-fund/quote/SEQUX?cid=cs-soundcloud-ft-pod Michael Kors: http://www.zacks.com/stock/quote/KORS?cid=cs-soundcloud-ft-pod Apple: http://www.zacks.com/stock/quote/AAPL?cid=cs-soundcloud-ft-pod Mobileye: http://www.zacks.com/stock/quote/MBLY?cid=cs-soundcloud-ft-pod Follow us on StockTwits: http://stocktwits.com/ZacksResearch Follow us on Twitter: https://twitter.com/ZacksResearch Like us on Facebook: https://www.facebook.com/ZacksInvestmentResearch