CNBC: Investing

JULY 24, 2025

I'll be back at the end with a risk management comment. Data via Quartr) Risk Management: Josh: If this were heaven, and not earth, this is what every stock chart would look like and we would just buy them all. When I pulled up the chart, I knew I had to show Josh right away.

Stock

CNBC: Investing

JULY 1, 2025

That's two from financial services, one from information technology, one utility, and one from communications services. Risk management Josh here — Hilton is a potential breakout, not a breakout in progress. Coinbase (COIN) , Oracle (ORCL) , Robinhood (HOOD) , Vistra (VST) and Roblox (RBLX) are your top five.

Stock

CNBC: Investing

JULY 17, 2025

Risk management Josh — This one's easy. 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. The stock is within 5% of new all time highs.

Stock

CNBC: Investing

JULY 28, 2025

Risk Management Josh — My favorite chart among the utility names on our list right now is DTE. 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.

Utilities

CNBC: Investing

JUNE 20, 2025

Risk Management: Josh — It's tempting to look at the chart of Amphenol and say "Well, I guess I missed it." Having a solid risk management plan in place prior to entry can help investors over this mental hurdle. The result has been that our IT datacom business has grown very robustly."

Stock

Solganick & Co.

JULY 24, 2025

Infrastructure constituted the largest sub-sector of M&A activity, followed by Risk Management and Data Protection. For more information on this report or to inquire about an M&A transaction in the cybersecurity sector, please contact us for more information.

M&A

CNBC: Investing

JUNE 26, 2025

Risk management Josh here — CPNG, despite its rally this year, is still in a 40% drawdown from the '21 peak despite the fact that it is now a much bigger, more successful business than it was at the time of its IPO. THE ABOVE CONTENT IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY.

Stock

CNBC: Investing

JULY 21, 2025

If this stock breaks below its 200-day, which is around the bottom level of support it's been building in the $100 range, the stock will have some further downside risk. Risk Management: Josh here — Above I am showing you the highly correlated peak for EXE stock and the spot natural gas price.

Stock

CNBC: Investing

JULY 31, 2025

Then I'll chime in with some risk management for investors. Risk management Josh — I'm showing you two highlighted sections in the chart below as we head into earnings. Sean's got an earnings preview for you as the company reports Thursday after the bell. in EBIT, and $1.32 respectively (data via Quartr).

Stock

CNBC: Investing

JULY 10, 2025

Risk management Josh — Traders can use $350 as a 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. The stock gapped from that level and has been consolidating ever since.

Stock

CNBC: Investing

JUNE 5, 2025

The daily chart also provides a clear risk management method based on technical analysis principles, as a break below $340 would resolve this recent consolidation phase to the downside. That $355 level also represents a 61.8% Here we can see that Caterpillar is very close to a clear double top breakout, with a push above $355.14

Investment

CNBC: Investing

AUGUST 4, 2025

I'll be back with some risk management commentary should the trade not work out. Risk management Josh — Let's not make this more complicated than it needs to be. In the meantime, you have a stock approaching new 52-week highs with a 4.4% dividend yield while you wait.

Stock

CNBC: Investing

JUNE 16, 2025

I'll update my risk management comments below. Their performance is often counter-cyclical to the risk-off sentiment we see, offering diversification when other sectors fall. Risk Management Josh — I think we're in a secular bull market for defense-oriented stocks, unfortunately for the world.

Stock

Midaxo

DECEMBER 11, 2023

A living playbook empowers teams to make agile decisions based on the most current information and the unique aspects of the deal, ensuring a more responsive and adaptive approach to M&A. A living playbook serves as a central hub for communication, keeping all stakeholders informed and aligned on the evolving strategies and objectives.

M&A

Beyond M&A

SEPTEMBER 21, 2023

Why a Risk Register Matters Adherence to Best Practices : Ignoring risk and governance is not just an oversight; it’s a lapse in sound business practice. Informative Historical Context : A company’s past governance and risk management behaviours often serve as predictive indicators of future conduct and success.

Government

Beyond M&A

OCTOBER 16, 2024

Why Prior Cyber Incidents Impact Tech Due Diligence Discovering a history of cyber incidents is akin to uncovering a serious compliance violation; it prompts deeper investigation into operational security, internal controls, and risk management practices. What changes have been implemented to mitigate future risks?

Accountant

Sidley Shareholder Litigation

OCTOBER 9, 2023

Companies are facing more attacks on their information systems. And, as their cyber risk skyrockets, the SEC has stepped in with new regulations, telling businesses what to disclose about these incidents — and requiring detailed disclosures on cyber risk management more broadly.

Risk Management

OfficeHours

MAY 16, 2023

Hedge funds often have access to a wide range of information and resources to help them do just that. By engaging with company management and advocating for changes that improve efficiency and profitability, hedge funds can help improve market efficiency. One tool for risk management is hedging.

Financial Market

Beyond M&A

MAY 14, 2023

Risk Management: As AI evolves, so do its associated risks. Investors should assess the company’s risk management strategies around AI, including potential bias in AI decision-making, data privacy and security, and potential misuse of AI applications.

Investors

The TRADE

JUNE 17, 2024

“With this trading system and technology infrastructure upgrade, we envisage becoming more competitive and staying attractive for both domestic and international investors,” said Sunandar, director of information technology and risk management at IDX. “We

Stock

How2Exit

FEBRUARY 23, 2023

It helps to identify any potential risks or issues that may impact the value or performance of the business and is necessary to ensure that you have a complete understanding of the business before investing in it. Concept 8: Understand The Market And Risks One of the most important aspects of due diligence is commercial due diligence.

Business

The TRADE

JANUARY 31, 2024

The SIX Reference Rate Crypto and SIX Real-Time Crypto Indices are accessible for tracking and analysis through AsiaNext’s institutional crypto derivatives platform, as well as through the data feeds from SIX.”

Investors

The TRADE

DECEMBER 14, 2023

Electronically, it is a relatively new phenomenon to the last four to five years, and the protocol has gained momentum alongside other forms of electronic trading that differ from request for quote (RFQ) protocols on multi-dealer platforms, as participants look to minimise their market impact and avoid information leakage.

Portfolio

The TRADE

AUGUST 22, 2024

Our collaboration with Bloomberg provides automated workflows for better operational efficiency, a transparent price display channel to facilitate informed decision-making and a means to reach out to global investors.”

Banking

Sun Acquisitions

FEBRUARY 23, 2024

Accountants, lawyers, and brokers are pivotal in helping buyers and sellers make informed decisions that safeguard their economic interests. Financial Projections: Accountants can provide buyers with realistic financial projections, helping them make informed decisions about future cash flows and returns on investment.

Broker

Sun Acquisitions

JULY 3, 2023

This process is critical to help buyers make informed decisions and reduce risk. In this blog, we’ll explore the role of due diligence in selling your family business, its importance, and best practices for sharing information with potential buyers. What is Due Diligence?

Business

M&A Leadership Council

MAY 15, 2024

Seamless knowledge transfer prevents the loss of critical information, reduces redundancies, and ensures that the integration team is well-prepared to address potential issues and leverage opportunities identified during diligence. These risks should be communicated to the integration team, along with recommended mitigation strategies.

Mergers and Acquisitions

The TRADE

JANUARY 26, 2024

“The growth in our volume this year has validated our business model and has led us to today’s exciting technology partnership with MEMX, which will help drive our platform to new heights,” said Matthew Horisk, chief information and operating officer at BOT.

Trading

The TRADE

MAY 14, 2024

Whether it comes to market structure, risk management, sourcing liquidity or keeping up to speed with current regulatory and technological changes, traders are required to evolve. Traders still need to be adaptable, strong communicators, pay attention to details and risk manage.

Risk Management

The TRADE

SEPTEMBER 6, 2023

Risk management and recovery will be improved by this in the event of a systemic outage such as a cyberattack or technology failure. The TDN provides market infrastructure and shared ledger of trading information to combat the fragmentation and lack of transparency in exchange-traded derivatives (ETD) post-trade processing.

Trading

Wall Street Mojo

JANUARY 3, 2024

Based on the above information, you must pass sales return journal entries and estimated balances that will stay in sales, receivables, cash, inventory, and cost of goods sold. It helps the management and board of directors to identify and rectify the loopholes before the external audit. read more showed a balance of $22,000,000.

Sale

The TRADE

JUNE 13, 2024

The integration will enable TradeSmart users to access BondDroid AI’s streaming prices and analytics before and after US market hours each trading day.

Trading

Sun Acquisitions

JULY 21, 2023

Due diligence plays a crucial role in evaluating a transaction’s potential risks and rewards, ensuring that both parties are well-informed and can make informed decisions. It involves gathering relevant information, examining records, and assessing potential risks and opportunities.

M&A

Cleary M&A and Corporate Governance Watch

JANUARY 24, 2024

In addition to requiring certain annual disclosures relating to cybersecurity risk management, strategy and governance, the final rules added Item 1.05 Registrants must also provide updates by filing amended Form 8-Ks to the extent certain information remains unknown at the time of the initial filing.

Risk Management

Cleary M&A and Corporate Governance Watch

AUGUST 2, 2023

Securities and Exchange Commission (the “SEC” or “Commission”) adopted rules to enhance and standardize disclosure requirements related to cybersecurity incident reporting and cybersecurity risk management, strategy, and governance. The rules were approved by the SEC on a 3-2 vote, with the two Republican commissioners dissenting. [1]

Government

The TRADE

JULY 12, 2024

“As we work with BlackRock and BNY to transform our platform, AIA will continue managing our growing investment portfolio at greater scale to meet our performance, risk management and sustainable investment goals.

Collaboration

Sun Acquisitions

JULY 5, 2024

Risk Management: Develop a risk management strategy to address identified uncertainties effectively. This may involve implementing risk-sharing mechanisms such as earn-outs or escrow arrangements, obtaining appropriate insurance coverage, or renegotiating deal terms to mitigate specific risks.

Mergers and Acquisitions