Docusign (DOCU) – the #1 e-signature solutions provider – reports 2Q22 earnings after the close Thursday. It’s no wonder that the stock is trading at 52 week lows after gapping down after each of its last three quarterly earnings reports….
In recent blogs I have been arguing that the tightening the Fed has already done is starting to choke off growth. But it’s important to be open minded and not ignore data points that go counter to your thesis. Earnings…
Best Buy (BBY) is a favorite stock of mine as a window into consumer spending because it sells discretionary items. Almost all of its sales come from computing, mobile phones, electronics and appliances. Its 2Q22 earnings report Tuesday morning clearly…
Like most tech stocks Salesforce (CRM) had a nice bounce off its May lows but that rally may be coming to an end. CRM reported 2Q22 earnings after the close Wednesday and the results clearly show revenue growth decelerating. CRM…
I first wrote about food maker JM Smucker (SJM) ahead of its last quarterly report. I picked up shares then at $122.15 and they have done well for me. SJM reported 2Q22 earnings Tuesday before the open and the company…
Cybersecurity firm Palo Alto Networks (PANW) is a great stock. It’s one of the few I follow that really has not broken down – yet – during this nasty bear market. And Monday afternoon’s 2Q22 earnings report was a winner…
Synopsys (SNPS) – the largest maker of software for semiconductor design – reported 2Q22 earnings just now. While semiconductor companies have been warning recently SNPS may be immune. That’s because semiconductor makers don’t want to fall behind in an always…
WSJ Heard On The Street columnist Jinjoo Lee profiled an interesting value stock – Franchise Group (FRG) – that I’d never heard of before in this morning’s paper (“A Dose Of Vitamin Shoppe Can Be Healthy” [SUBSCRIPTION REQUIRED]). FRG reported…
While there are no precise definitions for investment versus speculation, I think the distinction is useful for understanding the amount of risk you are taking. Investments have a good probability of working out based on an analysis of the available…
The Wall Street Journal ran a feature story over the weekend on Coinbase’s (COIN) overreach during the crypto boom – and how that has left it scrambling to right size the business as crypto melts down (“Coinbase’s Rapid Rise Left…