Latest Insights on CMG

March 16, 2022 Great Stuff
Asian ADR Acrobatics Great Ones, I am ashamed to admit it, but I fell victim to one of the two classic blunders: Never get involved in a stock war in Asia. As we all know, only slightly less well-known is this: Never go in against a Sicilian when death is on the line! But that’s […]
February 9, 2022 Great Stuff
Enphase’d & Not Confused When I’m investing, I strut my stuff, my portfolio’s so strung out. Enphase (Nasdaq: ) is high as a kite; I just might stop to check them out… Let me go oooon! If you were looking for a blister in the sun, Great Ones, no amount of sunscreen is gonna shield […]
January 3, 2022 Great Stuff
AMD: All My Dogs? Always Make Dinner? Anyway, More Dollars! Woke up quick at about noon, just thought that I had to be on Wall Street soon… Wait, are we really starting out 2022 with … *checks notes* … Eazy-E? As I tell my kids, Great Ones: “You get what you get, and you don’t […]
July 21, 2021 Great Stuff
The Sultan Of Stream? Netflix (Nasdaq: ) investors got a shiver in the dark. It’s raining in the park, but meantime… South of Wall Street, you stop and read everything. And if you read Netflix’s second-quarter report or my write-up on the streaming giant’s first-quarter report … well, you’d understand. Back in April, I declared: […]
December 23, 2020 Great Stuff
You’re a Mean One, Mr. Great Stuff Great Ones, I have a confession to make: I really wanted to be your Santa Claus this year. I wanted to ring the bells and tell you that the bull market is in full swing. To channel my inner Bob Marley and tell you that every little thing […]