Latest Insights on SAP
Wall Street Nonsense; Banking Bedlam; Tesla’s Hog Heaven July 14, 2020 Great Stuff An Increasing Lack of Sense and Sensibility There’s an increasing sense that the recovery from the virus related shutdown is going to be more drawn out, more uneven than maybe the market was looking for. — Willie Delwiche, investment strategist at Baird That, dear reader, is your Quote of the Week … but it might […]
Pepsi Pops Earnings; TSLA Shorts Burning; Pfinding Pfizer July 13, 2020 Great Stuff Earnings Season Ga Ga This thing … called earnings season. I just … can’t handle it! This thing … called earnings season. I must … get around to it. Are you ready? Yes, dear reader, second-quarter earnings season is upon us. It’s time to shake all over like a jellyfish … I kinda like it. […]
Buffett’s $9.7 Billion Investment: Huge Cash Flows for Decades July 13, 2020 American Investor Today, Natural Resources, Oil (3-minute read) On July 5, Warren Buffett’s Berkshire Hathaway bought a huge chunk of Dominion Energy’s natural gas network. He did what all investors should: Buy low. We have a “blood in the streets” opportunity in oil and gas.
Time to Get Teched; Great Stuff Responds July 9, 2020 Great Stuff QQQ: The Greatest Show The Nasdaq Composite just broke out to fresh all-time highs. Sound familiar to you? I typed those exact words about one month ago on June 4 … a Thursday. Today is also a Thursday. And, just like Arthur Dent, I never could get the hang of Thursdays. Why do Thursdays matter? […]
The Amazing Vaccine Race; Great Stuff Picks Alert! July 7, 2020 Great Stuff The Amazing Vaccine Race Today, we’re talking about vaccines! Particularly, we’re spotlighting Novavax Inc. (Nasdaq: NVAX) and its $1.6 billion award from the U.S. government. It truly is a major award … the biggest one yet to come from the White House’s Operation Warp Speed initiative. (I still think that should be our time travel […]





