There are two things outside of a bad stock market that can hurt equity investors. One is a badly run company, of which there are many. And then there are just bad […]
Tactical M&A Wrecks KDP – Broken Stock or Broken Company? Or Both?
Tactical Defense: Much Stronger Gold & Silver Prices in Years Ahead
When Wall Street is making big bullish forecasts, it can indicate that it’s time to be defensive. That’s not a call to dump stocks and go all-in on the risk-off trade, but […]
7 Tactical Biotechs That Could Rally 100% to 400%
The U.S. stock market has managed to overcome challenge after challenge in 2025. Despite tariffs and a slew of economic and geopolitical pressures, the major U.S. stock indexes are basically at all-time […]
Wall Street Goes Very Tactical on MongoDB
MongoDB, Inc. (NASDAQ: MDB) has proven to be a winner. Coming into August 26, just before earnings, the stock was actually down about 8% YTD. Now the shares have shot higher after […]
How AT&T Just Became a Funky Tactical Stock Versus Rivals
AT&T Inc. (NYSE: T) isn’t usually the most exciting stock to hear about. Well, maybe that’s not true today. The company has been derisking and with shares now above $29 the stock […]
Tactical Trading: The Painful Risk-Off Trade Continues to Win, For Now…
It was just last week that meme stocks, AI, quantum computing and other leading future-tech crazes were all the rage. Zoom forward a few days and there has been a rotation into […]
Did Palo Alto’s Tactical Case Just Change Instantly?
Palo Alto Networks, Inc. (NASDAQ: PANW) almost turned its shares into “a broken stock” after the company reached an agreement to acquire CyberArk Software Ltd. (NASDAQ: CYBR). Almost is almost, at least […]
Wall Street’s NIQ Tactical Case: Much Stronger Than Its Post-IPO Performance
It seemed like every initial public offering in 2025 could do now wrong. NIQ Global Intelligence PLC (NYSE: NIQ) sold 50 million shares in late-August at $21 per share. Its pre-IPO underwriter […]
After the Stock Doubled in August, What’s the Tactical Case Ahead for Rigel Pharmaceuticals?
Rigel Pharmaceuticals, Inc. (NASDAQ: RIGL) may be too small for some investors to consider as a tactical investor play. Even valued under $1 billion, its stock is a fraction versus the pre-2010 […]
Warren Buffett Makes UnitedHealth the Dow’s Top Tactical Play
UnitedHealth Group Inc. (NYSE: UNH) has been a troubled stock for almost all of 2025. After its CEO was murdered in cold blood, guidance cuts, a Medicare billing scandal and management changes […]
Tactical Calls on AMD, Dell, NVIDIA Keep Going Higher
Earnings season for the major technology companies is basically over. There are some stragglers and off-calendar reports still coming due, but some stocks keep seeing analysts raising price targets even though it’s […]
What’s Lacking in Cisco’s Ongoing Tactical Case Ahead
Cisco Systems, Inc. (NASDAQ: CSCO) is popular with investors again. Its shares are up about 19% YTD and up over 50% from a year ago. The S&P 500 has risen almost 10% […]
Pinterest Goes Tactical, But Which Side of Wall Street is Wrong?
There are times when stocks fall on what might seem to be otherwise good news. There are also times when analysts on Wall Street issue calls that go against reactions to big […]
D-Wave Quantum’s Tactical Case After Its Report
The promise of quantum computing is potentially endless for technology and humanity. And the company, or companies, that win at quantum computing could become the next greatest megatrend winners. Now they just […]
Wall Street Analysts Pumping 4 Tactical Winners Higher
Earnings season is not yet over, and Wall Street analysts are picking their winners looking out for the next 12-month period. Big gains often bring big adjustments to price targets and expectations […]
Top Earnings Season Winners of the S&P 500
Earnings season is far from over, but the winners and losers from after the first week of July are showing a clear pattern. The companies that are winning have so far kept […]