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Leo Kolivakis | Equities.com |

Fred Imbert of CNBC reports the Dow jumps more than 800 points, Nasdaq hits a record after surprise jobs surge boosts recovery bets: Stocks rallied on Friday after a historic and surprising gain in U.S. jobs raised hope the economy is starting to recover from the coronavirus pandemic. The Nasdaq Composite became the first of the three major averages to climb back to an all-time high, advancing 2.0%, or 198.27 points, to 9,814.08 on Friday and touching an intraday record of 9,845.69. After tumbling as much as 25% earlier this year, the tech-heavy index is now 9.3% higher for 2020.


Frank Holmes | Equities.com |

Sometimes it can be challenging to remain optimistic, to look past the never-ending raft of negative headlines and see the upside. Last week was no exception.The number of COVID-19 deaths in the U.S. exceeded 100,000, a significant toll, with cases continuing to climb in new hot spots.Meanwhile, political and racial tensions are running high. Violent protests erupted in Minneapolis and other U.S. cities (including U.S. Global Investors’ hometown of San Antonio) in response to the police killin...


Jeff Kagan | Equities.com |

Buying stocks from communications companies like AT&T and Verizon used to be easy. All phone companies and all cable TV companies stayed in their lanes in different regions of the USA. Looking forward, AT&T, Verizon and Comcast are on very different growth paths. So, let’s take a closer look at the differences between these three companies and my growth expectations for each. All three companies are good investments, but for different reasons. Knowing the difference is important. Their...


David Nelson, CFA CMT | Equities.com |

The themes behind last week's article discussing Asset Class Warfare continued to play out with massive shifts taking place in equity markets. Out of the gate last Tuesday Mid-Caps, (MDY), Small Caps (IWM) and Large Cap Value (IVE) exploded higher following the holiday weekend. Large Cap Secular Growth (IVW) had trouble staying green on the day. It wasn't a one-day event as IVW lagged unable to stay positive with most of the other representative segments up greater than 2% the following day. T...


Leo Kolivakis | Equities.com |

Fred Imbert of CNBC reports stocks extend losses ahead of Trump China news conference:The S&P 500 rose slightly on Friday, erasing losses earlier in the session, as traders breathed a sigh of relief after President Donald Trump signaled no changes to the trade deal with China despite rising tensions.The U.S. equity benchmark finished the session up 0.4%, or 14.58 points, at 3,044.31. The Dow Jones Industrial Average fell 17.53 points, or less than 0.1%, to 25,...


Jeff Kagan | Equities.com |

AT&T and Comcast are the two key companies that are transforming and expanding the telecommunications industry. This started 15 – 20 years ago and is continuing today. Looking backwards, we see all these different industry segments as separate. Looking forward, they are all coming together and expanding. Let’s take a closer look at AT&T and Comcast as leaders of the changing industry.In the 1990s, each industry segment was separate. Different companies competed in each segment like l...


Frank Holmes | Equities.com |

“I think there is a strong likelihood we will need another bill.” That’s according to Treasury Secretary Steven Mnuchin, who supports additional fiscal stimulus to combat the economic impact of the novel coronavirus—within reason.The secretary’s statement comes after the House passed a record-shattering $3 trillion relief package, though leaders in the Senate have said they will not put it up for a vote. Senate Majority Leader Mitch McConnell has made it clear that the next coronavirus ...


Gary C. Bizzo | Equities.com |

I've been getting a lot of flack lately because of my support for the Chinese giant Huawei. Clearly there are many reasons floating around as to why Huawei should be ignored, boycotted, sued and a variety more equally severe actions. Why is this business being rebuked by so many people? It's one thing for the US government to attack Huawei as part of its ongoing trade war with China. It's another thing completely for individuals to be rejecting the world's largest manufacturer of telecommunicat...


Wendy Glavin — Glavin's Tech Talk | Equities.com |

When COVID-19 hit, people everywhere were struggling to learn how to deal with its impact. We watched daily news reports, read articles and shared our fears with our families and friends. We came to realize that our definitions of normalcy had changed — perhaps forever.From students taking online classes to executives in the C-Suite conducting remote virtual meetings, downloads of global video conferencing apps by Zoom Video Communications (which has since tackled the issue of “Zoom bombing,...


David Nelson, CFA CMT | Equities.com |

Over the holiday weekend the United States crossed 100,000 fatalities connected to COVID-19. We can and should debate every aspect of the response including actions taken by the federal reserve. What isn't up for debate is the economic damage and unintended consequences of shutting down the economy. Historians will judge the effort along with its successes and failures. Unfortunately, the rest of us work in real time without the benefit of hindsight. In that backdrop investors have been forced t...