Latest Insights on FDX
Dark Phoenix Torches Disney’s Earnings, But Investors Can’t See the Endgame August 7, 2019 Great Stuff Dark Phoenix Torches Walt Disney The Walt Disney Co. (NYSE: DIS) is known for gobbling up franchises. When Disney consumed both Marvel and Star Wars, there was much gnashing of teeth from both respective fanbases. But the results have been stellar … if you ignore Solo: A Star Wars Story. (Seriously, you had plenty of […]
The Trade War Truce Rally: AMD, Apple, Nvidia and Oil? July 1, 2019 Great Stuff Today’s G-20 rally is no surprise. There was no way President Donald Trump was coming out of the G-20 meeting without a win — one way or another. And he certainly got a win. I’m not talking about the pause in the trade war — that was a given. It fits Trump’s M.O. to a […]
The Real Question for the $63 Billion AbbVie-Allergan Acquisition June 25, 2019 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 […]The FTC Investigates Big Tech Companies Google and Amazon June 3, 2019 Great Stuff Big Tech and the government … they see your every move. Now these two juggernauts of information are going head-to-head in classic trust-busting fashion. The Wall Street Journal reported over the weekend that the Department of Justice (DOJ) has launched two investigations into Alphabet Inc. (Nasdaq: GOOG) — aka Google — for antitrust violations. Separately, The Washington Post said […]
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