CNBC: Investing

JUNE 24, 2025

For this particular setup, I'm focusing on Mastercard (MA). For the MA trade, I'm using the following technical indicators to build out my thesis: Support & resistance: Support and resistance zones are often straightforward to identify, and in MA's case, there's clear long-term support around the $530 level.

Trading

CNBC: Investing

JULY 15, 2025

The trade setup: ADSK 295-300 bull call spread I'm approaching this mean reversion setup in ADSK using a bull call spread — a simple yet effective options strategy that limits downside risk while still offering solid return potential. That's where mean reversion comes in. One name catching my attention right now is Autodesk (ADSK).

Trading

CNBC: Investing

JUNE 20, 2025

In this case, I'm using a couple of key technical indicators to spot whether CVNA is setting up for a bounce: RSI (relative strength index): RSI is a flexible indicator that helps identify both trend reversals and continuations. While the standard MACD can lag a bit, I often use a short-term version to catch momentum shifts sooner.

Retail

CNBC: Investing

JULY 22, 2025

At times, stocks enter a prolonged sideways grind — a phase where price action stalls and volatility dries up. These periods of consolidation can drag on for weeks or even months, testing a trader's patience. And sometimes, the best move during these phases is no move at all — sitting in cash and waiting for cleaner setups to emerge.

Trading

CNBC: Investing

JULY 16, 2025

Fundamental weakness: Tesla has repeatedly missed financial targets, experiencing declining automotive sales revenues. Options trade To leverage TSLA's downside potential into earnings, I'm buying an Aug. Forward PE ratio: 166.4x vs. industry average 11.5x Expected EPS growth: 17.8% vs. industry average 8.3%

Trading

CNBC: Investing

JULY 17, 2025

Josh — A business that makes itself indispensable to its customers ends up being a business with a defensible moat, predictable cash flow, SG & A expenses in check and a happy employee culture. The more our clients come to rely on us for, the higher the engagement, the less risk of turnover. Think Salesforce, Apple, Costco, and Starbucks.

Stock

CNBC: Investing

JULY 1, 2025

For this trade, I'm relying on two technical tools: MACD The Moving Average Convergence Divergence (MACD) is a reliable indicator for spotting trend reversals. I'm using the standard settings (12, 26, 9), which are widely followed. I'm using the standard settings (12, 26, 9), which are widely followed.

Trading

CNBC: Investing

JULY 29, 2025

For this particular setup on NFLX, I'm watching two specific indicators: Directional Movement Index (DMI) This indicator consists of three components: the DI+ (green line), the DI– (red line), and the ADX (blue line), which measures trend strength. When a fundamentally solid stock like this pulls back hard, it tends to raise eyebrows.

S&P

CNBC: Investing

JULY 22, 2025

If you're not sure how to answer those questions, please consult a financial advisor. In June, QQQ broke through the former $540 double top resistance level, which is now acting as support and a target level should the pullback I'm about to describe starts to manifest. Near term, however, I also think a pullback is possible.

Investment

CNBC: Investing

JULY 31, 2025

Josh — On February 4th of this year, Amazon (AMZN) was two days away from reporting its Q4 numbers and the stock was making all-time record highs. It was a roaring bull market, with AI-related stocks leading the way, and Amazon had just broken out above its 2021 highs in the prior year. Unfortunately, this moment ended up being a short-term top.

Stock

CNBC: Investing

JUNE 9, 2025

Josh here — The healthcare sector has entered the chat. There are 12 healthcare names now on our Best Stocks list as of the end of last week. I'll show you a few of these set-ups below and then Sean's going to share some fundamentals for these healthcare firms. So far, so good as ALNY grew revenue to $2.25

Healthcare

CNBC: Investing

JULY 15, 2025

The stock has a pretty high forward valuation, so I'm going to keep this breakout on a short leash while above the $66 pivot point. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET.

Stock

CNBC: Investing

JUNE 10, 2025

bond yields are steady, paving the way for risk-associated assets (I believe bitcoin is still positively correlated to the growth trade) to move higher. Corporate demand for bitcoin is also increasing as a Treasury asset. Macro environment: Despite fears of tariff-driven inflation, U.S. The "capped" U.S.

S&P

CNBC: Investing

JULY 29, 2025

Apple uses Cadenece's EDA suite in their custom M-series chip and their growing AI infrastructure projects. THIS CONTENT IS PROVIDED FOR INFORMATIONAL PURPOSES ONLY AND DOES NOT CONSITUTE FINANCIAL, INVESTMENT, TAX OR LEGAL ADVICE OR A RECOMMENDATION TO BUY ANY SECURITY OR OTHER FINANCIAL ASSET. growth to $5.50.

Portfolio

Sun Acquisitions

SEPTEMBER 14, 2023

In the ever-evolving business world, mergers and acquisitions (M&A) have become common strategies for growth and expansion. For owners of privately held businesses, successfully navigating the M&A landscape can lead to substantial returns on investment.

M&A

Devensoft

JUNE 6, 2023

Pursuing an M&A deal is a major decision for any business, one that comes with a unique set of both risks and rewards. It’s crucial that you conduct a thorough due diligence process before entering an M&A deal. This due diligence questionnaire will explain how you can adequately vet potential M&A deals.

M&A

PCO M&A Specialists

NOVEMBER 29, 2021

It’s a good problem to have, but it creates an M&A conundrum for some family business owners. Instead, in today’s M&A environment, Mom and Dad have a $10 million offer for Family Pest Biz Inc. Imagine you’re a baby boomer who owns a pest control company. In fact, valuations for pest control companies are at an all-time high.

M&A

The TRADE

FEBRUARY 22, 2024

In the ever-evolving landscape of financial markets, the emergence of digital assets has resulted in a paradigm shift as conventional notions have been challenged and new players have emerged along with a reshaping of the way in which financial systems are perceived and interacted with.

Finance

Lake Country Advisors

JANUARY 3, 2025

Market Trends Driving Tech M&A Activity The rapid evolution of the technology sector has made tech M&A a cornerstone strategy for businesses and investors. Market Trends Driving Tech M&A Activity The rapid evolution of the technology sector has made tech M&A a cornerstone strategy for businesses and investors.

Mergers and Acquisitions

IBG

SEPTEMBER 11, 2024

It should come as no surprise, then, that a major focus of most buyers is on the company’s income statement and related financial information. That is especially true when the buyer is a private equity group or other type of “financial” buyer, which is the case in seven out of 10 deals that we have closed over the last several years.

Sale

Sun Acquisitions

DECEMBER 20, 2023

The Challenge of Identifying the Right Buyer Selling a business isn’t just about transferring assets; it’s about preserving the legacy, culture, and hard work that went into building the company. A business isn’t just a financial asset; it often represents years of hard work, dedication, and passion.

Broker

Lake Country Advisors

OCTOBER 17, 2024

Rather than fielding interest from the general public, a business broker narrows the pool to serious, financially capable individuals with the means and interest to purchase. If you’re considering buying or selling a business, you’ve likely come across the term “business broker.” Why Do You Need a Business Broker?

Broker

Mergers and Inquisitions

NOVEMBER 6, 2024

I was barely paying attention to this year’s election cycle for a long time. But in late June, something interesting finally happened: Biden debated Trump, and his brain exploded and got sucked into a black hole on stage. elections reviews” for 16 years, with the first one right after Obama’s win in 2008. What Happened in the 2024 Election?

Government