Investment Committee Member Paul Meeks, CFA, CAIA looks at apple stock earnings and other big tech earnings on CNBC Power Lunch. Watch here!
Author: Paul Meeks
Boeing Will Survive Its Wounds but Too Many Have Been Self-Inflicted
Portfolio manager Paul Meeks, CFA, CAIA weighs in on Boeing stock and why Boeing’s wounds are self inflicted. Read here for full details.
How Bad is the Parts Crunch? – Tech Earnings Start Monday
Portfolio manager Paul Meeks, CFA, CAIA talks about semiconductors, tech parts crunch, and tech stock earnings in Barron’s. Learn more!
Tech Stock Rotation Could Be Overdone
Portfolio manager Paul Meeks, CFA, CAIA is on CNBC’s “Squawk Box” to discuss the rotation out of tech stocks. Watch the video for details!
Is this 1980? Pray it is Not.
In April 1980, which was at the end of President Jimmy Carter’s single (no surprise) term in office, inflation in the US peaked at 14.6%. Inflation is commonly measured by the Consumer Price Index (CPI). Think of it as the price of a basket of goods that most of us buy frequently. About a year and a half later, specifically in September 1981, President Ronald Reagan was still trying to tame inflation; and interest rates were sky high in response.
Tax Hikes Threaten the Biggest Names in Tech
Paul Meeks, CFA, CAIA, is on CNBC’s Power Lunch to talk about recent tax hikes and how it can hurt big tech. Watch here for the details!
Longtime Investor, Paul Meeks, CFA, Says Time to Get Defensive in Tech Trade
Tech investor Paul Meeks is on CNBC’s Trading Nation with Seema Moody to discuss tech trade and why it’s time to get defensive. Watch here!
Big Tech & Chip Stocks Pulled Back, But Still Many Upsides in Semiconductor Names
Paul Meeks, CFA is on CNBC’s Squawk Box to talk about semiconductor stocks.
Gearing Up For Big Tech Earnings, CNBC Interview with Paul Meeks
Tech investor Paul Meeks, CFA, is on CNBC’s Earnings Central to talk about big tech earnings for 2021. Watch the interview here for details!
An Opportunity in Semis
A bearish call by a sell-side — I’m on the buy-side — analyst has hit semis stocks. He (in this case) didn’t quibble with the near-term positive outlook for the industry — who could with commodity chips in record short supply?