Yesterday (December 22), I appeared on CNBC’s “Trading Nation” with anchor Seema Mody. I recommended Micron (MU, $70.44) even though that was my pick when I was on the show
Category
Tech Stock Talks With Paul Meeks
Tech Investor Paul Meeks Explains How This Stock Could Decelerate Its Earnings Due To COVID
I’m a tech investor. Most of my sector has crushed it during the pandemic as the world rushes to digitize. Tech’s the beast. Game over. After the “revenge of the nerds” rotation back into cyclical and value names peters out next year, I bet that tech will continue to outperform.
Paul Meeks Weighs In On Facebook Antitrust Lawsuit
The greatest threat to tech stocks today was the suits filed by the Federal Trade Commission (FTC), state attorneys general that seeks to force Facebook (FB) to unwind its acquisitions of WhatsApp (purchased for $19B in 2014), and Instagram (bought for $1B in 2012, which may be the greatest tech deal ever).
Salesforce.com and Slack is a Bad Deal, Paul Meeks Explains
We know why salesforce.com (CRM, $225) wants to buy Slack (WORK, $43). The customer relationship management software titan just posted quarterly bookings growth of only +10% YTY and it promises a 20% revenue CAGR.
Paul Meeks on Bloomberg Discusses The Election’s Impact on Tech Stocks
Yesterday, I appeared on “Bloomberg Technology” with anchor Emily Chang. I tried to stop panicked tech investors from abandoning the sector.
Financial Analyst Paul Meeks Watches These 7 Tech Stocks
I’ve been clear that this tech investor hasn’t and won’t invest aggressively until we’ve greater geopolitical certainty. With only 19 days until a perhaps contested U.S. presidential election
Portfolio Manager Paul Meeks Sees Another 10% Downside in Tech Stocks
Portfolio Manager Paul Meeks is on CNBC’s The Exchange to talk about another 10% downside in tech stocks.
Don’t go all in on tech unless it falls into bear market territory, investor Paul Meeks says
No one is a bigger long-term tech zealot than me, but I’d tread carefully in the sector now. I think that we need to blow more froth off these stretched tech stock valuations.
Paul Meeks Looking For Warning Signs In The Market
The Nasdaq is coming off its 31st record close of the year, shy of 11,000, Paul Meeks, CFA looks for stock market warning signs that could affect the tech industry.
Why TikTok Would Be A Huge Opportunity For Microsoft
On August 3, I appeared on Bloomberg TV for the first time in long time. (Sidebar: I was offered an anchor job there after I left Merrill in 2002. I almost accepted it.)