Charles Sizemore, editor of Macro Trend Investor, is bullish on emerging markets right now, including China and even Russia despite its “annexation” of Crimea and unrest in its neighbor Ukraine.
The creation of a new class of GOOG stock with no votes hints at big plans for stock-based acquisitions.
Windows of opportunity
Microsoft has more than $83 billion in cash and a will to survive, so it’s not going anywhere. And with a forward P/E of about 13.8 even after this big run, it remains fairly valued.
While the market is mostly flat in 2014, a select group of on-land energy drillers, utility stocks and large cap healthcare companies are outperforming.
Will the stock market crash like 1987? No way … despite comparisons between Black Monday and the 1987 crash, things are very different for stocks in 2014.
ReliOn is unprofitable now and won’t contribute materially for a while. But hey, if Plug Power can wind up securing additional technology and marginal growth prospects for $4 million in stock that could very well become $2 million in stock overnight … why not get while the getting is good?
For investors who have been eagerly buying up AMZN stock on the expectation that it will find new avenues for growth to justify its valuation, this is further confirmation that the company is committed to finding that new revenue stream.
FB stock is up strongly in the last year… so is Facebook CEO Mark Zuckerberg using that as leverage to fund billion-dollar tech buyouts? Judging by the Oculus and Whatsapp deal structure, the answer is “yes.”
Is the market rigged?
The HFT debate has moved out of the shadows and into the bright lights as financial author Michael Lewis has taken to the airwaves to promote his new book, “Flash Boys,” which explores the world of high frequency trading and the idea that the market is “rigged.”
Wrap up that windfall
If you’re expecting a big windfall from the IRS this April, I would strongly recommend looking toward funding your retirement first rather than spend it on creature comforts.