Latest Insights on CTV
It’s Friday, I’m in Plug; Why Intel Fell; Fastly Flustered October 23, 2020 Great Stuff Friday Four Play: The “Drought Has Ended” Edition I have good news for you today, Great Ones! The Great Stuff Picks drought has ended. The seal is broken, so to speak. Aren’t you just dying to know what Great Stuff’s new recommendation is? The company I recommend today is up roughly 300% this year, and […]
November’s Nightmare; Still the DraftKing; AT&Trap October 5, 2020 Great Stuff A Certainly Uncertain Election Throughout the insanity that is 2020, one thing remains certain: uncertainty. Well, uncertainty and taxes, but we’ve already been there done that. When uncertainty reared its ugly head on Wall Street back in March, the backstoppin’ Federal Reserve stepped in. Whether you agree with the Fed’s actions or not — and […]
Virus Shakeouts and Earnings Breakouts; Boeing Defies Gravity January 29, 2020 2020 Financial Crisis, Great Stuff See No Virus, Hear No Virus, Speak No Virus Welcome to 2020, where the earnings reactions are made up … and the coronavirus doesn’t matter. That’s right, folks. The Wuhan coronavirus just passed 6,000 confirmed cases in mainland China — making it bigger and faster than SARS — and no one on Wall Street cares. […]
Beyond Meat Will Bleed; Microsoft’s JEDI Mind Trick October 28, 2019 Great Stuff Beyond Meat: There Will Be Blood Are you a fan of the meatless wonder? Holding some Beyond Meat Inc. (Nasdaq: BYND) in your portfolio, are you? I can’t say I blame you. BYND is up a massive 300% from its initial public offering (IPO) price of $25. Heck, the shares are even up about 51% […]
Roku Investors out of Touch; Microsoft’s Handing out Cash 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.) […]