Killing it on CNBC today. We broke down Splunk, the Fox/Newscorp merger, and Robolux - put it this way, I love companies that are restructuring or are out of favor. Splunk had a chance with the Cisco merger and now it's down to cost cutting. Fox only broke themselves up after the phone hacking scandal 10 years from now, so today it's still about cost cutting, but what will be the collateral damage? The Robolux is a total hot stock, hard to value, loses a little money - but isn't fundamentally broken and seeing their users spend more time, more money over time. With everything going on in the world, I'd rather take my chances speculating on a firm that has a beat up stock price rather than beat up fundamentals.
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