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…
While I have written a fair amount about the “Leaders of the Future” – stocks who have been beaten down but that I believe will come back and thrive down the road – not all stocks that are down big…
I was sitting at my desk eating my lunch of Black Pepper Fettucine from Spasso via DoorDash (DASH), reviewing DASH’s excellent 2Q22 results and waiting for Jim Chanos to tweet something wrong with them. (He’s in the process of a…
Growth stocks, crypto and hookups. YOLO. If only I was Dan Bilzerian. Online dating leader Match (MTCH) and online brokerage Robinhood (HOOD) reported 2Q22 earnings Tuesday after the close. MTCH is the owner of Tinder – the preferred hookup app…
After going straight down for the last year PayPal (PYPL) is showing signs of life. 2Q22 Total Payment Volume (TPV) rebounded to $340 billion. Revenue of $6.8 billion also speaks to stabilization. As a result, PYPL was able to slightly…