Comments by "Lorenz Müller" (@lorenzmuller3542) on "CNBC Television" channel.

  1.  @netolawrence9154  Hm, interesting. But momentum can reverse, right? So one might think that at some point fundamental numbers combined with adequate stories should outperform.
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  2. I disagree. Tech will outperform. Maybe Banking.
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  3. Intel
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  4. So who's bailing out the central banks at some point?
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  5. If they'd actually built the Apple products 100% US NOBODY could afford them. We need trade, Apple uses parts from abroad. Nothing wrong with that. It's called trade! Trump doesn't understand economics.
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  6. Where do you think will this projection manifest itself first? Within the auto sector? I really don't see people abolishing Diesel and gas motors in Asia and Africa, let alone America and Europe. It's not happening.
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  7. Does rebalancing by definition imply SELLING winners? Can't it just be to add to losers?
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  8. Most of these guys are too late on a regular basis. Buy cheap!!
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  9. Start now. Buy more when there's a pullback. If you don't start now you'll miss a lot of growth. Market timing is a myth.
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  10. Any contrarian stock picks?
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  11. Italian banks will get in trouble. US banks as well.
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  12. Yup! I don't say this very often but she is both cute and super hot. She's got that look... Exactly my type. Love her hair as well. Okay, that's enough now... I feel creepy. lol But I am not...!
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  13. Agree.
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  14. SHORT this cult stock!!
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  15. Icahn made more money on Oxy I think. Buffett bought quite high. But of course it's about where the stock is heading.
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  16.  @hangender  Well, supply is not really as limited in housing as it is with Bitcoin. There can always be more real estate built or rezoned. Bitcoin is limited and very few people know or own it today.
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  17. I don't know what to think about them. Scary? Friendly? Hot?
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  18. Market top
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  19. Josh makes sense a lot of times, to me at least. I like his stance on the REIT sector and Store Capital.
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  20. Good news of professionalization!
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  21. What's with the cooked books????
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  22. We live in a time where basically NOTHING is certain, so NOTHING can be priced in. It's just that simple. Hold if you can. And wait for Q2/3 earnings to start valuating the stocks you like.
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  23. no
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  24. CAT
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  25. Thank Warren
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  26. One has to ask if anything changed for most of the stocks including Alibaba. I don't think this will be a long-term issue.
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  27. Any chance of inviting the host for a coffee in Europe? :D
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  28. This is NOT a longer term issue. Suplly chain, supply chain... Yeah, sure. Production will go other places including Turkey, Indonesia, Malaysia... Doesn't change anything fundamentally.
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  29.  @ari_is_faded8611  I'm not a shareholder of Apple but I have read from several US based companies that they try to mitigate their supply chains. We're not living in a static environment. Entrepreneurs will adapt.
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  30.  @AarronnBlade  I second that.
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  31. You have to find them first.
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  32. Institutions are actually gradually increasing equities with lots of cash that has to be spent.
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  33. Is this the South Park guy?
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  34.  @dodgingdurangos924  Check out the article on vanityfair. They wrote about this issue and I think you might be right here.
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  35. Who cares? Berkshire doesn't outperform anymore! It's a fact.
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  36. Accidental title on purpose.
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  37. Idiots
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  38. I finally catched a bottom! Yay!
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  39. CNBC and in particular Cramer is so funny and entertaining. Thank you!
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  40. EM is the way to go. India, China, Russia, Turkey
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  41. Any opinions on their business model?
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  42. lol
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  43. Of course it will come back. Question remains WHEN!
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  44. 22, I started a year ago saving 450 dollars quarterly for an index fund plus maybe 400 dollars a month for stock picking.
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  45.  @CaptainBenjamins  A lottt more. High 5 figure, sold out of index funds and am running a concentrated small and micro cap value portfolio.
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  46. lol
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  47. Didn't believe I actually would agree with this ******
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  48. No, No, No, No
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  49. The Apple ecosystem is amazing. They have a wide range of different products and services which are all connected together. People love the convenience and customers are extremely happy with Apple.
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  50. Both points are true. The first in particular. This is a temporary play. Both the Iran and China issues will be omnipresent.
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