Well break it down. The action begins right now. Lets get right to it. The only thing that matters for your money next week is bank earnings. Financials are the worst performing sector this week. The big question here. Will it get worse when stocks like jpmorgan and bank of america and citi report next week so lets get in the money and find out. Mike . You know, well, i think obviously it does matter. Prices for the banks actually indicate that people are really concerned. I mean, if you take a look at the banks on a fundamental basis right now what youre seeing is what would look like very low valuations. Take a look at a name like bank of america. This is an interesting thing about fundamentals. People like to look at the multiple and say stock is cheap and schlickial stocks typically trade at the cheapest multiples right before fundamentals actually start turning south so if youre looking at banks the same way and youre taking look at the valuations, price to tangible book, they loo
Thats what traders are asking about rate, but its setting up for a perfect trade. Well break it down. The action begins right now. Lets get right to it. The only thing that matters for your money next week is bank earnings. Financials are the worst performing sector this year. The big question here, will it get worse when stocks like jpmorgan and bank of america and citi report next week so lets get in the money and find out. Mike . You know, well, i think obviously it does matter. Prices for the banks actually indicate that people are really concerned. I mean, if you take a look at the banks on a fundamental basis right now what youre seeing is what would look like very low valuations. Take a look at a name like bank of america. This is an interesting thing about fundamentals. People like to look at the multiple and say stock is cheap but cyclical earnings, cyclical stocks typically trade at the cheapest multiples right before fundamentals actually start turning south. So if youre loo
We always look to see what the us. Operators are doing. Some of my peers do a great job of tracking whats going on in asia which impact the current. The consensus is around 50 Million Units for this quarter and what were seeing is the operators arent seeing their customers upgrade their phones and that gives us a little bit of concern over whether theres a change in how people are holding on to their phones longer and we were totally wrong on this six months ago. I thought that with the payment plans it would be easier for customers to upgrade. They wouldnt charge you 2 or 300 up front. It would be zero down. I thought that would stimulate more upgrades and the exact opposite is happening. We saw a little bit of this in the Fourth Quarter and it got really dramatic in the First Quarter and youll see at t and verizon and others report. Youre talking about a potential game changer here. Structural changers is the move in your note. Are you waivering on your buy call. Thats an issue. It c
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Stocks and stories making headlines today. On the ebolaorts outbreak in west africa. But we begin with still mattingly on the primaries and the impact on the Republican Party. How are you . This week marks the end of what has been an intense battle inside the Republican Party between the Tea Party Wing and the establishment wing. The total for that battle 135 Million Dollars. That is what we totaled. An immense amount of money that really split the party in two. The key question has been throughout, who will be the winners coming out of this . It is a bit of both. On the establishment side, you have the u. S. Chamber of commerce, the nra, the super pacs. You have on the tea party side, groups like club for growth and the Madison Square project. The big winners throughout at least on the senate side, appears to be the establishment, with the slate they are bringing to the election, largely the individuals with big money are better than the last three cycles. Talk to us about democrats.