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Great Stuff 7-3-2019 Canopy Growth: “Don’t Bring Me Down, Bruce” July 3, 2019 by Joseph Hargett Great Stuff Canopy Growth Corp. (NYSE: CGC) has investors running, going out of their minds. Investors are thinking that they’re wasting their time. (Don’t bring me down, no, no, no, no, no.) If you haven’t heard, I’ll tell you once more before I get off the floor. Canopy Growth co-CEO Bruce Linton is out the door. In […]
Great Stuff 6-26-2019 Why Now is Not the Time to Buy Micron Stock June 26, 2019 by Joseph Hargett Great Stuff Chips are back, baby! Micron Technology Inc. (Nasdaq: MU) is parting the Red Sea, rallying more than 12% and leading semiconductor stocks to higher ground. Nvidia Corp. (Nasdaq: NVDA) and Advanced Micro Devices Inc. (Nasdaq: AMD) are both up about 5%. Applied Materials Inc. (Nasdaq: AMAT) is up nearly 4%. Even Qualcomm Inc. (Nasdaq: QCOM) […]
Great Stuff 06-25-2019 The Real Question for the $63 Billion AbbVie-Allergan Acquisition June 25, 2019 by Joseph Hargett Great Stuff I know my brain doesn’t work quite right. I wouldn’t be writing Great Stuff if it did. Today, I’m left with a burning question on AbbVie’s $63 billion cash and stock acquisition of Allergan. It’s not about the viability of the combined company. Both AbbVie Inc. (NYSE: ABBV) and Allergan PLC (NYSE: AGN) face serious […]
Great Stuff 06-21-2019 The Odd Couple: Trump and Xi June 24, 2019 by Joseph Hargett Great Stuff Are you watching this year’s hottest sitcom, Trading Tariffs? If not, you’re missing out big time. U.S. President Donald Trump and Chinese President Xi Jinping have an on-screen chemistry not seen since the golden age of American TV. Remember Moonlighting? Remington Steele? The Odd Couple? Amateurs. They’re nothing compared to this season of Trading Tariffs. Trump and Jinping shine so […]
When Rates Rise, It’s Time to Bounce on Banks June 11, 2019 by Joseph Hargett Great Stuff In the day, we sweat it out on Wall Street, in a runaway bull-market dream. At night, President Trump tweets about mansions of glory and interest-rate-cutting machines. In his latest series of tweets, Trump is stepping out over the line. “The Fed interest rate is way too high, added to ridiculous quantitative tightening. They don’t […]

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