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Latest Insights on CMCSA

The market is going to the moon in 2020 … well, at least halfway, according to Piper Jaffray. Go Bull or Bust; Netflix Is Mr. Worldwide
by Joseph Hargett December 17, 2019 Great Stuff
Go Bull or Go Broke Now that we have some semblance of a trade deal with China — or an anti-tariff deal, as I like to call it — we can truly focus on the case for a bull market in 2020. Yes, Great Stuff — your occasional harbinger of market doom — is looking […]
Don’t go chasing unicorns; please stick to the indexes and the stocks that you’re used to. WeWork was going to have things its way or nothing at all. WeWork’s Lesson in Unicorn Chasing; Tesla Bears Get Crushed
by Joseph Hargett October 24, 2019 Great Stuff
The Trouble With Chasing Unicorns I think it’s safe to say that I have a unique sense of humor. That’s putting it politely. It’s definitely not one you find very often in the financial realm. However, the saga of WeWork has brought out the inner cynic in more than a few op-ed writers lately. I […]
Do you want another 2008 financial crisis? Because this is how you get another 2008 financial crisis. The Repo Man Is Coming; Snap’s Back; Comcast’s “Free” Flex
by Joseph Hargett October 23, 2019 Great Stuff
The Repo-Rate Man Is Coming Did you think we were done talking about the Federal Reserve and repo rates? (I’ll bet you wished we were.) About one month ago, the financial media were filled with stories about a “mini” crisis involving overnight lending rates, bank liquidity and the Fed’s reserve rates for financial institutions. Yeah […]
Great Stuff 9-19-2019 Roku Investors out of Touch; Microsoft’s Handing out Cash
by Joseph Hargett September 19, 2019 Great Stuff
Out of Touch on Streaming Shake it up is all that Wall Street knows. Using companies up as they go. But those companies really matter to me. Take a look around. Investors are out of touch with the streaming-device market, but they’re not out of time. (OK, I’ll stop paraphrasing Hall & Oates lyrics now.) […]
Check Your Bills: Beat the Market by Investing in Companies You Use New investors looking for the next BIG opportunity will overlook these mundane companies. But their performance puts them well ahead of the broader market. Here’s what you need to know to build the base of your portfolio. (2-minute read)

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