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Latest Insights on ROKU

So far, 34 of the 500 companies in the S&P 500 (I feel there’s a “well, duh” joke in here somewhere) have released their quarterly reports. Of those 34, 29 topped analyst expectations, according to The Earnings Scout. Apple’s $399 iPhone SE 2; Roku Queues up Apple TV+
by Joseph Hargett October 15, 2019 Great Stuff
Thank God It’s Earnings Season! I don’t know about you, but I’m so tired of reading about China, trade and Trump tweets. If I had to write about tariffs one more day in a row, I’d gnaw my fingers off. Today, we have corporate earnings. Glorious corporate earnings. Well … mostly glorious. So far, 34 […]
Things got crazy on Wall Street today amid conflicting Chinese trade reports. I think we broke the trade cycle chart. China’s Wild Ride; Netflix Remains on Top; Costco Sells Out
by Joseph Hargett October 10, 2019 Great Stuff
President Trump: “But Do I?” Boy, did I jump the gun on the Chinese fire drill reference yesterday. Wall Street has literally been running around in circles all day due to conflicting reports surrounding the start of U.S.-China trade negotiations. First, we heard that there was no progress in the negotiations at the deputy level […]
If hope for a partial China trade deal is why markets are rallying, I have sorely overestimated Wall Street’s intelligence. Wall Street’s Chinese Fire Drill; Roku Upgraded; Fitbit Leaves China
by Joseph Hargett October 9, 2019 Great Stuff
Wall Street’s Chinese Fire Drill The needle on the “Trade War Cycle” moved again this morning. After yesterday’s heavy sell-off on trade fears, did you really expect anything less? The major market indexes are up just shy of 1% as of this writing. Traders are reportedly rallying around news that China will accept a partial […]
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.) […]
Great Stuff 9-11-2019 Fear Did Not Win on September 11, 2001
by Joseph Hargett September 11, 2019 Great Stuff
Fear Did Not Win I remember exactly where I was and what I was doing on this day 18 year ago. It’s one of those memories that’s forever burned in my brain … like January 28, 1986. On September 11, 2001, I was working as an inventory database specialist at a small manufacturing plant in […]

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