
Latest Insights on YUM

May 4, 2022 Great Stuff
The AMD Saga Begins A long, long time ago in a galaxy far away … semiconductors were under an attack. And I thought analysts once again would talk tech investors into maybe cutting them a little slack. But their response, it didn’t thrill us. “Demand is dried up!” they tried to tell us. I wasn’t […]
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 23, 2022 Great Stuff
The Earnings Strike Back Well, well, look what the banking cats dragged in this week… Earnings season’s back, and it’s, well, just the same as it ever was. All your favorite excuses for corporate shortcomings were on show this week. The chip shortage, COVID costs, supply chain kerfuffles — all of the greatest hits to […]
January 10, 2022 Great Stuff
Chip Shortage Come, & Taiwanna Go Home? Work on Wall Street, and I drink bourbon! Chip shortage come, and Taiwanna go home. Stack stock picks ‘till the morning come! Chip shortage come, and Taiwanna go home. Great Ones, if you’ve seen the state of the tech sector on Wall Street, you’d think it was Armageddon. […]
December 9, 2021 Great Stuff
Party Treats, Mystery Meats & Earnings Beats Happy holidays, Great Ones! Get your white elephant gag gifts and novelty Christmas sweaters at the ready … it’s party time! Yes, we do start celebrating the holidays super early here … why do you ask? Name your holiday of choice, and I’m in — it’s not like […]