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Latest Insights on BE

Netflix’s massively disappointing report last week presents a low-risk buying opportunity for a few old-media “dinosaurs” as CEO Reed Hastings contemplates his next move. Netflix’s Kryptonite: A Low-Risk Buyout Opportunity Netflix’s massively disappointing report last week presents a low-risk buying opportunity for a few old-media “dinosaurs” as CEO Reed Hastings contemplates his next move.
Great Stuff 7-23-2019 The $1 Billion 5G Deal With Intel Won’t Save Apple
by Joseph Hargett July 23, 2019 Great Stuff
We get some interesting mail here at Great Stuff. You never know what’s going to show up in the GreatStuffToday@banyanhill.com inbox. I’ve seen everything from stock advice to insults to poetry. After last week’s Reader Feedback issue, I received a rather interesting question from Edward M.: In 30 years of financial writing, an economics writer […]
Fed-Induced Market Sell-Off — Hedge Your Portfolio With Put Options Many investors are assuming that the Federal Reserve will lower rates in next week's meeting. Chad Shoop shares his contrarian view on the Fed lowering interest rates, and a way for you to protect your portfolio if the Fed doesn’t meet investors’ expectations. (5-minute read)
Great Stuff 7-22-2019 Earnings Food for Thought: McDonald’s, Chipotle and Starbucks
by Joseph Hargett July 22, 2019 Great Stuff
I have a weakness for ramen. Not the cheap Maruchan stuff that we lived on in college, but the “boutique” stuff you find at your local ramen-bowl restaurants. This weakness proved to be my undoing this morning. I had a bowl of some spicy, chicken-fire ramen last night … and I’m still on fire today. […]
Every analyst agrees a bear market is defined as a 20% decline from a high. But in old books, the definition of a bear market is more detailed. Ignore the “Experts”: We’re in a Bear Market Every analyst agrees a bear market is defined as a 20% decline from a high. But in old books, the definition of a bear market is more detailed.

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