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August 9, 2017 By Peter Boockvar

UPDATE – Investment Ideas: 8/9/17


I’ve updated my investment ideas page. (members click here). As always, this week’s write-up includes specific equity, ETN, and ETF analysis. Updates of note this week include a new long in a multi-national, some sales in some select foreign ETFs, and more.

Here’s a sample from this week’s update, on FAANG:

I talked last month about the potential importance of the June 9th selloff in the big cap FAANG stocks that everyone loves. What we’ve seen since is a splintering of that group. Facebook, Apple and Netflix are higher than the June 8th close and thus negated that day for them while Amazon and Google/Alphabet are below that close. The latter disappointed some on earnings. Bottom line with earnings, I believe it is clear that investors/traders are becoming more discriminating and more selective and divergences are beginning to occur as we approach the typically unknown time of August thru October with respect to historical market hissy fits.

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About Peter

Peter is the Chief Investment Officer at Bleakley Advisory Group and is a CNBC contributor. Each day The Boock Report provides summaries and commentary on the macro data and news that matter, with analysis of what it all means and how it fits together.

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Disclaimer - Peter Boockvar is an independent economist and market strategist. The Boock Report is independently produced by Peter Boockvar. Peter Boockvar is also the Chief Investment Officer of Bleakley Financial Group, LLC a Registered Investment Adviser. The Boock Report and Bleakley Financial Group, LLC are separate entities. Content contained in The Boock Report newsletters should not be construed as investment advice offered by Bleakley Financial Group, LLC or Peter Boockvar. This market commentary is for informational purposes only and is not meant to constitute a recommendation of any particular investment, security, portfolio of securities, transaction or investment strategy. The views expressed in this commentary should not be taken as advice to buy, sell or hold any security. To the extent any of the content published as part of this commentary may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person. No chart, graph, or other figure provided should be used to determine which securities to buy or sell. Consult your advisor about what is best for you.

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