DAVID NELSON, CFA
Why I sold my Halliburton (HAL) shares.
5 days, 22 hours
If CEO’s continue to pick the low hanging fruit it will be at the expense of R&D and the buildout of factories, service centers and jobs.
David has been pushing the bubble thesis for some time. This type of rhetoric has kept investors out of the market for the last 5 years.
1 week, 3 days
The company is well behind on their own recovery plan and struggling to stay relevant in the most competitive industry on the planet.
David mixes it up with GE Bull Brian Langenberg. Is it time for Jeff Immelt to go?
1 week, 6 days
Soundbites from David Nelson’s Rant on GE. David says Jeff has been there almost a decade and a half. More than enough time to get the job done.