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Contributor Commentary

Leo Kolivakis | Equities.com |

Christine Idzelis of Institutional Investor reports that Apollo took just two months to raise a credit fund that seeks to profit from tumultuous markets — and it got a swift and significant contribution from Canadian pension manager IMCO:When Apollo Global Management approached the Investment Management Corp. of Ontario about a credit fund it was raising in the market tumult caused by the coronavirus, the Canadian pension manger was ready to be nimble — even with its staff dispersed and work...


Harry Boxer | Equities.com |

A look at our top 30 charts:Kornit Digital Ltd. has had quite a week, going from $28 to over $48 in the last 5 days. On Wednesday, it jumped $12.06, or 33.8%, to $47.74 on 3.2 million shares traded. It’s at the top of the long-term channel, but it may get a little bit of an extension in the next day or two taking it up to $50.Ingevity Corporation, which makes specialty chemicals and high-performance carbon materials, is coming out of a base and looking awfully good. On Wednesday it moved up $...


Jeff Kagan | Equities.com |

Going forward, I expect an earthquake of transformation and growth in the worlds of wireless, telecom, pay TV, news and entertainment as they continue to come together. We are turning the page to a new chapter and creating something newer, larger and quite possibly extraordinary. Let’s take a closer look at what we can expect going forward from these companies.This space has already been dramatically changing over the last decade and they plan to continue. They may very well transform everythi...


David Nelson, CFA CMT | Equities.com |

At 7:50PM April 13th, 1970 Fight Director Gene Kranz was sitting at his desk in NASA's Mission Control facility. Five minutes later he was about to receive a radio transmission from the crew of Apollo 13 that would change his life and that of everyone associated with America's Space program. With the words "Houston we've got a Problem" still echoing from a spacecraft hurtling 200,000 miles from earth he gathered his team to weigh their options on how to bring the astronauts safely home. Coming o...


Leo Kolivakis | Equities.com |

Fred Imbert and Thomas Franck of CNBC report the Dow rises slightly, but loses more than 2% on week: Stocks finished Friday with slight gains but the major indexes capped the week with significant losses between a slew of somber economic reports and increasing tensions between China and the U.S.The Dow Jones Industrial Average advanced on Friday by 60.08 points, or 0.25%, to 23,685.42, but ended the week lower by 2.65%. Earlier in the day, the 3...


Jeff Kagan | Equities.com |

There seem to be two different sides regarding how the wireless industry is being impacted by COVID-19. There are three major sectors of the wireless industry and companies are seeing both strength and weakness right now. Let’s explore how coronavirus is impacting each of the companies in the wireless industry. First, the good news is the 5G rollout seems to be continuing to roll out as rapidly as ever. At the same time smartphone and tablet makers are seeing a drop off in new sales. And netw...


Patrick Watson | Equities.com |

We knew the April US jobs data would be ugly. Speaking on ABC’s “This Week” program last Sunday, Minneapolis Federal Reserve Bank President Neel Kashkari “the worst is yet to come.” Kashkari is right; this won’t get better while so much of the economy is sidelined. The stay-at-home orders, while they help reduce coronavirus spread, have other side effects, too. Domestic violence increases, children miss educational opportunities, people with other health conditions go untreated. Th...


David Trainer | Equities.com |

For long-term investors, now is an excellent time to buy leading businesses, with the cash flows and balance sheet to survive the downturn, at significant discounts. Investors overlooking Simon Property Group are in the Danger Zone. Investors willing to lift their gaze past the (inevitable and steep) dip in economic activity should consider this Long Idea for their portfolio. Simon’s History of Profit Growth. Simon is down 63% year-to-date (YTD) and trades below its economic book value, or no-growth ...


Jeff Kagan | Equities.com |

Retailers should rush to get set up with touchless payment technology or contactless payment technology. Either that or they risk doing much less business in this new COVID-19 marketplace. I have written about this problem several times in recent years. Now this topic is front and center. Customers do not want to touch a germ filled screen. They want touchless or contactless payment technology.That being said, only a very small percentage of stores use contactless or touchless payment tech. In r...


Leo Kolivakis | Equities.com |

Pippa Stevens of CNBC reports on why the stock market is up even with historic job losses:A record number of Americans just lost their job, and yet stocks are moving higher. This seems paradoxical given the economic toll — to say nothing of the emotional toll — on millions of people across the country without a job.While some say this is further indication that the stock market has become decoupled from reality, others say there are clear reasons why stocks have rebounded, and can continue ...