Archive
Cannabis 3.0: The Party All Investors Can Enjoy
Big Cannabis stocks like Tilray Inc. (NASDAQ:TLRY) and Aurora Cannabis Inc. (NYSE:ACB) never really recovered from last year’s broad market correction. Whether they will ever recover their loftiest levels isn’t really my concern. Those companies were born in a vision of a long-prohibited industry finally running free after generations of being legislated out of existence. […]
Don’t Sell in May When the Catalysts Stack to the Upside
When the market futures dropped Sunday night in line with the market opening in Shanghai, I knew it was the kind of dip investors could buy and ultimately be rewarded for doing. After all, a trade deal is coming sooner or later. President Trump and the Chinese both need one to make their respective constituencies […]
Big Tech Growth Is Dead (Only If Your World Begins and Ends with Apple)
Four weeks into the first-quarter 2019 earnings cycle, it looks like talk about a full-fledged recession was based less on substance than on shade. We might end up with zero deterioration from last year or even a razor-thin slice of growth. And depending on how you draw the sector lines, it was even a good […]
Salute Science Fiction as Amazon and Microsoft Join the Defense Giants
Forget about the Space Force, since the wars of tomorrow likely will be fought on silicon battlefields closer to home. As I plot the latest earnings reports of companies like Microsoft Corp. (NASDAQ:MSFT) and Amazon.com Inc. (NASDAQ:AMZN), it is clear that Silicon Valley needs to step up to the future. After all, the map of […]
Don’t Short These Netflix Numbers, But Don’t Dump Disney Either
Netflix Inc. (NASDAQ:NFLX) dived 9 percent minutes after its 1Q19 earnings report hit Wall Street and a lot of people who should know better explained the move by claiming that guidance had fallen off a cliff. After all, audience expansion had slowed, content spending had accelerated and once-friendly partnerships with studios like The Walt Disney […]
Avoid Lyft and Uber IPOs and Consider Buying Four True Biotech Unicorns
Lyft Inc. (NASDAQ:LYFT) has been a serious disappointment to investors who had hoped that a stock which went public at $72 a share would instantly prove that it was worth a lot more than that. Warren Buffett himself has called the ride-sharing company a waste of its $25 billion market capitalization. Carl Icahn dumped a […]
Tech Trumps Growth in This Market
Last week, I discussed the “Sweet 16” stocks that had appeared on my screen. These are the stocks that are growing at a healthy speed despite what looks like a sluggish season for the overall corporate financial outlook. Think of it as my off-Nasdaq bracket of dynamic Wall Street names with hustle. To use a […]
Sweet Sixteen: Wrap up March Madness With These Low-Tech, High-Growth Stocks
How are your brackets? On Wall Street, a lot of popular bets busted this week as money began to flow out of stocks where growth expectations had begun to stretch the limits of reality and reason. But even though hot money picks like Advanced Micro Devices Inc. (NASDAQ:AMD) and Micron Technology Inc. (NASDAQ:MU) have frozen […]
Investor Quiz: Would You Rather Own Post-IPO Uber Or Big Cannabis?
For years, retail investors have had to watch from the sidelines while Uber disrupted the transportation landscape. Now that a secret prospectus has reportedly begun to circulate, the long-awaited initial public offering (IPO) may be only months away. And in order to support what could easily be a $90 billion starting valuation — effectively adding another […]
Goldman Sachs or Boeing: Which ‘Dog of the Dow’ Will Really Hunt?
I’m not a huge fan of Dow Theory, but there are some massive discounts on the blue-chip benchmark now for investors who know where to look. Unfortunately, some of the most battered Dow stocks have turned into “dogs” for very good reasons. And others still aren’t attractive even after falling 10 to 20 percent from […]
