1. Bank of America and Morgan Stanley earnings are “good”. There are some strange things going on with the DVA calculations and how they contribute/detract from the quarter, but this has been going on for months now and people on TV are talking about it so it is officially rendered a non-factor. 2. Morgan Stanley…
$QCOM
Apple and the Return of the Gimmicky Price Targets
My price target for Apple ($AAPL) is $2775.
Wintel Shmintel
Microsoft’s “cheapness” is the White Whale that compels all value investors to follow it out to sea, like crazed Captain Ahabs wielding DCF calculations.
Big Tech Earnings Tonight – My Questions
Earnings in one hour – tonight’s a big one.
A few questions I have (that may or not be answered)…
Opening Thoughts…
Opening bell thoughts
