News

A Bargain Name Becomes a Bargain Idea

Keith Kaplan

There’s no shortage of noise flying around the markets today. But for me, there’s nothing more dangerous than noise. What I want and need is a very clear signal. That’s exactly what came across my desk last Thursday with this “bargain idea.”

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A Lot of Drama at Alibaba

Keith Kaplan

This morning, Alibaba (BABA) reported earnings before the bell. If you haven’t been following the Chinese technology stock, it has faced an incredible amount of pressure. Today, I want to discuss recent events at the ninth-largest company by market capitalization trading on the U.S. stock market.

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