Latest Insights on PPA
Nio’s Teeming, Streaming Deliveries; Coupa Troopers & Google Rumors September 7, 2022 Great Stuff
Nio Noodling Deliveries Great Ones, electric vehicle (EV) maker Nio (NYSE: ) reported earnings today … and it gave me an idea. Riddle me this: Why are EV manufacturers like streaming companies? Why are what? You might as well ask: Why is a raven like a writing desk? You know, Lewis Carroll meant that as […]
August’s Goldilocks Jobs Report, Frickin’ Ford, Asleep On PagerDuty September 2, 2022 Great Stuff
The Song Remains The Same Great Ones, I had a dream. Oh, yeah … a crazy dream. A dream that today’s August nonfarm payrolls report would offer some direction … some hope … some indication of where the economy was headed and where the Federal Reserve’s monetary policy would go. Oh, what a dream that […]
Peloton Gets Amazon’ed, Petco’s Not So Pawesome, Retail Recliners August 24, 2022 Great Stuff
Ride Through The Jungle Whoa, thought it was a nightmare. Lord, it was so true. They told me don’t ride your stationary bike slow. Peloton’s (Nasdaq: ) on the loose. Better run through the jungle? Great Ones, Peloton’s back. Back again? Yup. Shady’s back, but you don’t have to tell a friend … Amazon will […]
Only AMAT-ter Of Time; Blue-Chip Dividends & Deere Necessities August 19, 2022 Great Stuff
Friday Four Play: The “His Applied Materials” Edition Great Ones, it’s no secret that the tech sector is in shambles right now. A shadow of its former market-domineering self. Even semiconductor stocks — the linchpins of the tech sector — are taking a massive beating. But as Douglas Adams once wrote: “Don’t Panic!” After all, […]
Buying BJ’s Wholesale, Chipmaking At Wolfspeed & Walmart Supports “Creators” August 18, 2022 Great Stuff
What’s Grocer Than Gross? Hey, Great Ones! Y’all remember how we talked about how the entire retail sector is struggling due to soaring prices and sapped consumers? I mean, I hope you remember. It was yesterday. Well, apparently, not all retailers are created equal. For example, BJ’s Wholesale Club (NYSE: ) just entered the earnings […]MEET OUR EXPERTS
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