Latest Insights on HOV
AT&T’s Big Night at the Emmys Spells Trouble for Netflix & Disney
September 23, 2019 Great Stuff
And the Emmy Goes To… So, the 71st Emmy awards show was on last night. If you watched the whole thing, you probably called in sick to work this morning. I watched the first 15 to 20 minutes of the thing, got nauseous and had to load up on Tums and Pepto. Yes, it was […] Fed to the Rescue; WeWork’s Failure to Launch
September 17, 2019 Great Stuff
The Fed will likely cut interest rates this week, but what does that mean for you? Tech Fund up 38% — Crushes FAANG Stocks
August 21, 2019 Investment Opportunities, Technology, Winning Investor Daily
An index of companies that provide essential inputs to technology giants is at an all-time high. It’s up 38% this year, trouncing the market and the FAANGs themselves. Averting the Trade War on Christmas
August 14, 2019 Great Stuff
Averting the Trade War on Christmas I knew there was another reason for the delayed tariffs that I overlooked. The real reason. Yesterday, I riffed on the “Pavlov’s dogs” motif when talking about the market’s reaction to the tariff news. You know, the news that the 10% tariffs on Chinese imports would be delayed until […] Netflix’s Kryptonite: A Low-Risk Buyout Opportunity
July 23, 2019 Investment Opportunities, Stocks, Winning Investor Daily
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.