Investor's Edge with Gary Kaltbaum - BIG WEEK [04.27.2026]

Episode Date: April 27, 2026

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Starting point is 00:00:00 Investor's Edge with Gary Coltbaum. Straight talk about you and your money. Now from the BizTalk Studios, here is Gary Cultbaum. And welcome once again to Investors Edge. I'm Gary Coltbaum, your host. A thanks for being with us today. Glad you here, ladies and gentlemen. Happy that you are listening.
Starting point is 00:00:21 It's Monday. It is April 27th. It is 2006. Hope you had a good weekend. As always, serious talk on everything that affects you, we'll do the markets, the economy, your job, your industry, the war, tariffs, assassination attempts, and whatever else comes to mind. If you do not get this radio show in your city, we'll post it at garyk.com.
Starting point is 00:00:52 We'll also post it on our X feed. If you don't follow us an X, just go there and put our name in. If you'd like to email us, just be nice, just be respectful. completely disagree with us. But just be respectful because we'll be respectful back unless you like Hamas. My comments on the events of the weekend. I don't give a crap what a politician says or does. People like this man who took a train caught cross-country and attempted to
Starting point is 00:01:50 assassinate any number of people that worked in the administration via his manifesto and the president let him rot in jail the rest of his life. I don't want to hear about not in his right mind. I don't want to hear anything except indict him, try him, find them guilty and put him in jail for as long as you can put him in jail. It's simple as that. That's where I start. It's just like Luigi. I must tell you how disheartening it is, how women are lining up sending him male that they want to marry him because of Luigi's good looks, while he cowardly prick that he was, stood behind the man and shot him in the back. Well, the first part of what I wanted to say is they indicted him. and he will not be seeing the light a day for a very long time.
Starting point is 00:02:56 And I always think to myself, do these people think things through? He put out a manifesto. He actually sounded lucid in his manifesto, but it was almost like, yeah, I'm going to go to Publix. I'm going to make my list of food to get. I'm going to walk down these aisles, and this is what I'm going to get, and hopefully I can get a two for one. It was like so matter-of-factly his manifesto. That's number one.
Starting point is 00:03:27 Number two, I am not a conspiracy theorist. I know there are people out there that believe 9-11 was an inside job. We didn't land on the moon. But I'm also a logical person. And this is all I'm thinking to myself. Remember Butler, Pennsylvania, where the, scumbag shot the president in the year and he's now dead the scumbag. I'm no secret service.
Starting point is 00:04:06 But if I want to protect somebody, I'm putting somebody in every roof that has a chance to shoot. And they didn't. and I'm thinking to myself, are these people inept? Was the security inept inept in Butler, Pennsylvania? That dead idiot should never been able to be on that roof, let alone when a roof with a rifle. And there are people out there that believe that was a conspiracy,
Starting point is 00:04:50 and there's more people. I can almost not blame them because how do you not cover that roof? That's number one. Because it takes me to this weekend. How is it possible that any, I don't care if it's a hotel. How is it possible that anybody could get to where they got to with a long rifle in their hands? I don't understand. In my humblest of opinions, you know, they have advanced teams for all these things.
Starting point is 00:05:35 Do you know we're finding out they did not name this a major league security thing of a Bob at this hotel? What if he had a bomb? What if he had a bomb? What if there were three or four of them? I'm just letting you know, absolute an answer. if you ask me. And by the way, I've been in that Hilton a few times. I've stayed there. I don't know the exact setup and how it was, but I have to tell you where they are in that big room, it's like a turkey shoot if this guy got through. So I think whoever does the,
Starting point is 00:06:28 they better get their freaking act together. This should have been easy. Oh, but it's a hotel, it's a work. I don't give a crap. Do you know who is in there? The president, the vice president, the speaker of the house. One, two, three. You know who's after that? The president pro tem.
Starting point is 00:06:49 You know, that is Grassley. I think he's 114 years old. After that is the cabinet. And they think were mostly there. You know what you do at the hotel? You have one of those thingamabobs getting into the hotel you let the hotel guests know hey we just let you know you're going to come through this it's going to take you a couple of minutes sorry but this is why and then the next you do another one
Starting point is 00:07:18 up the steps or down the steps and then you do a third one do you know why because you got the president vice president and the speaker of the house there and all the lot of the cabinet next all of these people now all of a sudden calling for unity can kiss mine unity who are they trying a kid from top down they don't believe in
Starting point is 00:07:55 unity none of them do you know right after 9-11 you want to hear about unity Bush called for unity do you know Ted Kennedy was heard whispering
Starting point is 00:08:09 to other senators we can't let him get popular over 9-11. And I'm paraphrasing, we must do everything. Ted Kennedy, there's not going to be any unity. The president was already ripping on a reporter
Starting point is 00:08:35 who asked a moronic question, whoever that woman is on CBS 60 Minutes. And frankly, I almost can't blame him. She picks out something from the manifesto about pedophiles and rape. and she asked the president knowing that that's who is addressing. So there's your reporter not giving a crap about unity. The Democrats, they don't care about unity.
Starting point is 00:09:05 They had Biden's Justice Department go after Trump for four years. But guess what the president's doing? Going after them. So just want to let you know they can take their unity and stay. I'd love to see it. ain't going to happen. Ain't going to happen. They'll still call Trump Hitler,
Starting point is 00:09:28 fascist, racist, rapist, pedophile. He's going to still rip them to shreds. So just let me know. And by the way, this is not even being a cynic. We just know.
Starting point is 00:09:46 I am thrilled that nobody got hurt. Thrilled that nobody got hurt. And I would suggest to whoever runs the security for the president, get tough. And put a couple of more layers on security. Don't you think? That's my take on the whole thing. I'm a Bob. Nothing's going to change.
Starting point is 00:10:27 Nothing's going to change. Unfortunately. And now the markets. That's up next. On this, the one-only Investor's Edge. Hi, I'm Gary Kalbaum, hosted a nationally syndicated radio show Investors Edge. We're not just handsome radio people. We manage investors' money for a living,
Starting point is 00:11:11 specializing in fee-based discretionary money management. No big commissions, just a fee on the assets that's managed. We also provide a full range of personalized services, including retirement planning, fixed income, and educational needs, all to assist you in achieving your financial goals. understanding not all individuals have the same needs, we'll carefully evaluate your personal goals to determine a proper investment strategy. If your current approach to investing is not getting you to where you would like to be,
Starting point is 00:11:40 call us to make an appointment for a complementary portfolio review. The number to call is 888-4-2-5-59. That's 8-8-4-2-5-9. That's 888-4-22-5-5-9. investment advisory services offered through Colt Bomb Capital Management It's time to switch on the integrator units And get the brain cells working
Starting point is 00:12:09 You're listening to Hey, this promises to be fun Investors Edge The last bastion of quality programming With Gary Coltbaum It doesn't get better than this And welcome once again to Investors Edge Politicians
Starting point is 00:12:26 You suck, you suck, you suck, you suck, you suck, you stink, you stink, you're racist you're Hitler, you're homophobia, this, that, and the other thing. Oh, let's have unity. All right, quite an interesting day. May I state for the record? A few things of note. Friday was an amazing day. Intel gapped up, and you had these unbelievable sympathy moves on Intel.
Starting point is 00:13:04 A K-LAC up 118. AMD, ARM, A-R-M. Quite insane. You also had the same time, NVIDIA break out of a six-month trading range on Friday. Well, a lot of the extended stuff had a rough day today. A lot of the extended stuff had a rough day today. But as I scanned, it looks like a fly on an elephant's butt. Oh, we were up 40, so we pulled back 12. That's what I saw a lot of
Starting point is 00:13:43 But on top of that I saw Nvidia up almost another nine bucks today And that's the big guy I saw Micron completely break out today Sand disk with the target raise up 80 bucks today Even though earnings are in a couple of days Google into the NASDAQ was up 50 NASDAQ 100 was only up two
Starting point is 00:14:06 The Dow was down 62 Couldn't give a crap the market is in good stead, notwithstanding. I've got 13 pages of earnings. And for the record, Wednesday after the close, Wednesday after the close, and by the way, that is right after the Fed meets on Wednesday, and they're not going to do anything.
Starting point is 00:14:41 But you ready for this? Wednesday after the close? Meta, Microsoft, Qualcomm How's that? Amazon and Google I never call him alphabet
Starting point is 00:14:55 Four monster stocks in size and Qualcomm Oh and KLAC and Ford and eBay and Chipotle and Cheesecake Factory and Carvanna and C.H. Robinson and Netgear and O'Reilly Automotive and Plexus
Starting point is 00:15:14 and well you get the point. So big week A lot of jello is going to be moving on the plate We'll be looking for things that are gaping up Because of strong moves Accelerations And earnings and sales
Starting point is 00:15:35 I've got San Mena Closed at 188 They beat by a mile It's 206 in the aftermarket These are the things we're going to be looking for Simple as that. And let's hope there's a bunch. On the other end, I have Celestica, closed at 422.
Starting point is 00:16:02 I got a 397 in the aftermarket. That's not good. But we don't own it. And that's how we're going to roll this week. And when I say there's a ton. I mean there's a ton. and when I say you better stay on your game. Domino's pizza today was down $32 to $336.
Starting point is 00:16:31 And is at a new yearly low? Domino's pizza. 5% drop in earnings, 3% sales growth, which is a deceleration. You know what they should have mentioned. Oh, we're going to make some artificial intelligence. intelligent pizza, then the stock would have been up 30. That's a little sarcasm, but not really. So even with the semis down, I thought it was just fine day.
Starting point is 00:17:10 And when you have the biggest stock break out of a six-month range in NVIDIA, not so sure bad things are going to happen. But again, I got 13 pages of earnings. also have to mention the big banks, I think they're setting up for hire. The problem with saying that, though, you got the Fed Wednesday. You never know what the hell they're going to say. That would change that playing field. But I'm letting you know all things being equal, all things being equal, they're setting up the banks for hire. And that's not a bad thing. I can promise you if banks are going higher and semiconductors are in shape, terrific.
Starting point is 00:17:57 But then you have McDonald's down nine bucks today near New Yearly lows. I didn't see any news on it. So a lot of jello moving on the plate, stay tuned. Will name names. Oh, McDonald's got downgraded. By the way, I still haven't been to a McDonald's in... I'm going to guess 25, 30 years. And I used to live off McDonald's in college.
Starting point is 00:18:32 Chicken McNuggets. That's kind of like not real... 100% chicken. But chicken McNuggets. College. Yeah. There's still a war going on or there's not. It's a ceasefire.
Starting point is 00:18:55 The latest? Our president is now change his mind for the 47th time, maybe 57, in that now it's all good. We'll let you know. That's the latest. We'll let you know. You know what we think?
Starting point is 00:19:17 Complete miscalculation. I don't think there's any winners, but complete miscalculation on Iran. and how it plays out don't know. Oil prices are up another two bucks today. Market doesn't give a crap. For a while it cared. Right now, does not care.
Starting point is 00:19:42 Now, if war, all that breaks out again, don't know. We'll be... ...and everything, because if anything we know about this president, this is not a put-down, he's very active and you just don't know what's next if I had his ear I would say less is more
Starting point is 00:20:13 do less say less else in the market crypto a little bit better no biggie software a little bit better not thrilled semiconductors finally had a down day but way off the lows
Starting point is 00:20:38 I think it was down the socks was down hundred and change, finished down 105. As I said, KLAC finished only down 40. I think it was down 70-something. Tomorrow be another day. Up next, this, that, and the other thing. This is the one that only Investor's Edge. I'm listening to.
Starting point is 00:21:12 America is talking. Investors Edge. He's got to be pleased with that. The crowd is just on its feet here. He's a Cinderella boy. Gary Colba. It comes highly recommended. You're going to feel better if you talk to.
Starting point is 00:21:30 And what once again to Investor's Edge. All right. SpaceX. Boy, oh boy, am I getting a lot of emails? What do you think of SpaceX? Do you think I should buy when it comes public? Well, I can only answer that question when it comes public. Why? Because I do not know what it's coming public at.
Starting point is 00:22:27 And we're talking valuation. In case you don't know, SpaceX is also Starlink, which is amazing besides SpaceX. There are talks of $1.6, 1.7 trillion dollars. if this is just my opinion if it comes out at those levels I'd be careful but wait till I see the numbers
Starting point is 00:23:04 wait till I actually see the valuations I want to harken back to all the IPOs at least most of them of the past year or two we put out a warning shot to you not because we're geniuses, but because we noticed all these initial public offerings were opening hot and selling off. So we told you, be careful, because a stock called Bullish was a $37 IPO and they opened it at 115.
Starting point is 00:24:04 It's back to 39. Hit a low at 29. How about chime? $27 deal opened at 45. It's 22. Hit a low of 17. I know you heard of Figma, $33 deal. You ready for this beauty?
Starting point is 00:24:31 They opened it over 100. And on the second day hit a high of 1. 140. It's $17. You remember that? What was it? The cryptocurrency, the two twins? Winklevoss, I think their names. Those are the ones that got screwed out by Zuckerberg. Well, their billionaires based on crypto, they did a $28 deal. Got open at $46 bucks.
Starting point is 00:25:09 close the first day at 32. So we'd have lost your butt the same day. It's four bucks. Oh, and they fired a bunch of people. How about Clarna? $40 deal. And they opened it at a 56. It's 14.
Starting point is 00:25:36 Stubhub. A 23 and a half deal. Opened at a 28. It's seven and a quarter. And I know you know what Stubb is. You know, the people you get tickets from and you go to the venue with the supposed tickets and they tell you it's not real and Stubhub never told you.
Starting point is 00:25:59 That happened to somebody I know. How about white fiber? 17 to 40. It's 16. I think I'm going to do one more because this one was highly touted. Fermi! AI-focused infrastructure.
Starting point is 00:26:28 $21 deal. Let's open it to 35. It's five and a half. We're talking some serious losses, kids. And what you also need to know, very highly touted stuff. In my world, very highly touted.
Starting point is 00:26:51 you had to own. It's the shape of things to come. And you got buried. A couple of them I just reported to you down 80, 90%. So we're going to be very careful about where SpaceX, there's one called Anthropic. Now in the private market says $1 trillion. $1 trillion. So we're talking lofty levels here.
Starting point is 00:27:28 Careful. Careful. You know what I got asked about big time in the last three days? Marijuana. Not about smoking it. But by the way, you really go to Manhattan. You don't even need to smoke it. Just breathe the air and you get stoned.
Starting point is 00:27:46 Anyway, marijuana stocks got a little jolt last week because in his infinite wisdom, the president lowered the bar on how they looked at or whatever. You know, don't smoke cigarettes, but weed good. My thought process, do you know how many times in the last couple of years we've seen this where the government eased up on the marijuana and you got a jam. to the upside and then faded big time. You know something like MSOS? It's one of these ETS for cannabis.
Starting point is 00:28:31 60 down to five. It was two. So it's actually more than doubled from the lows. I, how about being careful? That's all. We really helped you out with the marijuana stocks. We really did.
Starting point is 00:28:53 Do you know Aurora Cannabis, one of the highly touted ones? Do you know it hit a high? I'm not making this up at $1,250. Back in, I think, 19 or 20? It's three bucks. Not kidding. That's why we're always, always, always, always, always, always. talking to you about what can go wrong.
Starting point is 00:29:31 Right now, if you own ADP and paychecks, you get destroyed. If you own Eli Lilly, you're getting hammered. If you own the airlines and the cruise lines and a lot of medical issues, you're getting blasted. Domino's Pizza, a lot of the consumer staples blasted. And of course you know about software. Blasted. Blasted. So we're going to continue going forward.
Starting point is 00:30:23 What to avoid? You know what the latest one is, big time. Netflix. Stock's getting hammered. After rallying up because they're not buying some company. Gap down on earnings and heading lower. Netflix. You already know about Adobe and Salesforce.com?
Starting point is 00:30:55 Microsoft, Oracle, SAP, Workday, HubSpot, Intuit, Z-scale, CrowdStrike, not as bad anymore. Spotify? One of the hottest stocks in the market. Topped out at 780, 495. So we're going to stay on top of you. Avoid this. This is what's leading. And always the proviso.
Starting point is 00:31:33 It's your money you decide. Up next. Whatever else. This is the one only investors edge. You're listening to. What are we waiting for? Well, what are you waiting for? One, two, ready, go.
Starting point is 00:32:21 Action! In the investors edge. with Gary Culper. Speaking of Elon Musk, I just have to let you know. Listen carefully. So Tesla, high was 500 back in December, hit a low of 337. It's 378 right now. I got to read something to you, and I checked it out, and it's correct.
Starting point is 00:32:50 But the market doesn't care yet. So Tesla, it's being reported by the analysts. The analysts, when they came out with earnings, Tesla had a clean beat. They beat the estimates. Of the $941 million of operating income, $860 million were from one-time items, tariff rebates, warranty reversing, and tax credit sales. This would mean the company was barely profitable from their core operations,
Starting point is 00:33:38 yet they reported $941 million, and the analysts were good with it. The stock did not act well on the earnings report. Just letting you know. Of course, the big story with Tesla is what they are going to do going forward. what they're going to do the robot by the way I saw their robot I was at the Barron Conference
Starting point is 00:34:04 in New York City in November it's pretty cool the robo this and the robo that I saw that they had this Joe B aviation by the way here's a little lesson
Starting point is 00:34:17 Jobby Aviation is going to have these aircrafts they're like air taxis and it's been very hyped and touted It's gone from 21 down to 9. And by the way, that's not a rip on them. I'm just letting you know.
Starting point is 00:34:34 I'm going to do a little study on whether I think these air taxis can proliferate. Because I don't know how you roll them out so easy, considering you have air traffic. Regular air traffic. We'll see. But back on Tesla. Some tidbits. We're now 39 trillion of debt. that. And I do want to let you know that under President Trump in the last year, $2.6 trillion
Starting point is 00:35:15 of added debt, a record, very underreported. I do want to let you know the budget deficit as percentage of GDP. In the 2000s was 2.3%. In the 2010s, it's 4.8%. In the 20s, it's 8.3%. And you want to know why I can't stand any of them. That would be your reasoning. I can't even begin to tell you how upset I am. And you know why nobody goes after each other.
Starting point is 00:35:58 The Republicans go after Democrats. Democrats go after Republicans on the debt, right? You do know why, right? Because they're all freaking guilty. Just remember, they hate us. We're just marks. We're nobody's. 39 trillion of debt.
Starting point is 00:36:25 Just letting you know. I'm just running through this, the numbers each year. And I have to tell you, wow. tidbits In August of 20 Exxon was removed from the Dow Salesforce.com was added. Exxon is up 400%.
Starting point is 00:36:51 Salesforce.com is down 39%. What a great move by the people at Dow. By the way, I'm pretty darn sure Nike. I gather they got a replace it soon. I'm trying to think if they're going to replace it with another retailer.
Starting point is 00:37:14 I actually have no idea. Costco. I would not be surprised if Nike was taken out and Costco was put in, making it even more skewed because Costco is a thousand per dollar price and it is, that would make it the highest price name in the Dow. Yeah, that would be the retailer. It wouldn't be Target. because of all their problems, which are trying to get resolved. I would say Costco. We'll see. And that's a little bit of your tidbits. As we have another eventful weekend,
Starting point is 00:37:55 and we just hope that whoever is thinking about doing what this schmuck did over the weekend is thinking twice because he is never going to see the light of day. I'm just ripping paper. by the way, ever again. And as much as we can't stand any of them, we don't want any of them harmed. Ever. And as I said,
Starting point is 00:38:27 there's not going to be any unity. It's not in them. Unfortunately. Tomorrow, ready for this? Coke, Corning, Franklin Resources, GM, Hilton, JetBlue, Invesco,
Starting point is 00:38:48 Kimberly Clark, Packar, Sherwin Williams in the Dow S&P Global, Spotify, UPS, booking holdings, F5 networks, Landstar, this is just tomorrow, Robin Hood, Seagate, Starbucks, I keep them in business, Terradine, T-Mobile,
Starting point is 00:39:11 Visa in the Dow, waste management, they get my garbage, Werner Enterprises, that's just tomorrow. So be ready, we're ready. The ones we are looking forward to is the Big Five, but something like a sand disk that is between sandisk and some of these others, the acceleration of their earnings and sales is Bafo,
Starting point is 00:39:40 if that's a word. Absolute Bafo. We think, Google is set up, Meta set up, Amazon set up. We just have no idea what the market's going to do with them into earnings reports. And some of them are sandbagging, meaning that guidance is very low so they can beat the number, which is usually good news. You all have a great evening. Drive carefully when you get home, do like we do.
Starting point is 00:40:16 Make sure you hug your family, hug your children. They will feel better. You will feel better. stay well, be well. Until tomorrow, good night. This has been Investor's Edge with Gary Cultbaum on BizTalk. To listen to past episodes or to get in contact with Gary, go to GaryK.com. That's GaryK.com.

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