|Day Low/High||1,753.51 / 1,784.16|
|52 Wk Low/High||1,307.00 / 2,050.50|
A key aspect of the international expansion is the company's recent acquisition of hemp-food producer Manitoba Harvest in February.
Tilray will not be cash flow positive for another 2-3 years - that's not quick enough progress for me given its $7 billion dollar capitalization.
Pot stocks like Tilray have very ambitious valuations but the potential upside (in mergers and, fundamentally in food, drink, supplemental and medical applications) are undeniably immense. The view of a possible rapid rise in revenues and profits (a...
* Note and bond yields are shouting that the trajectory of global economic growth will disappoint relative to consensus expectations * The message of the fixed income market is currently being ignored by stock investors "This is the business we have...
With less then 30 minutes of trading left, it looks like we will have modest improvement in the three major indices - accompanied by healthy market breadth (about 2/1 on the New York Stock Exchange). Amazon was the stock of the day! Financials and s...
Amazon , my top large cap pick for 2019, continues to advance smartly (+$38/share). My thesis: here.
Ulta Beauty is a new champion of retail -- and other names should learn from them.
This quarter is a heavy test for Tilray because of the stock's lofty valuation.
In a world starved for growth, investors will likely value companies with strong organic growth prospects.
Alphabet's shares reversed abruptly based on this news. While I raised my buy level on Amazon to $1700/share (and added this morning), I am keeping my buy level on GOOGL at $1150.
But most important, networking is on fire - the internet of things and that's so terrific for everyone.
* Amazon's business "moat" is deep and secure * The threat of increased regulation of the company continues to exist ... but is now seen as diminished - likely to be modest in scope and having little impact on Amazon's growth ambitions or cost struc...
This recent oil price surge in price is not over, and not priced in. Here is how I am playing it.
Though Wall Street reacted harshly to F5's deal to buy rival NGINX, the purchase does much to strengthen F5's long-term competitive position. And its stock is trading at low multiples.
When I purchased Facebook (and placed it on my Best Ideas List at $137 in late November, 2018), it - along with Goldman Sachs - were my favorite large cap longs. The stocks were substantially out of favor and hated by the sell- and buy- side. Since...
In this day and age, companies must be 'disruptors' or get left in the dust.
Here are some of my individual buy levels of stocks that I want to add to or reestablish on weakness: * $157.50 * $1625 * $1150 * $42 * $55 * $46 * $46.50 * $182.50 * $31 * $40 * $23 * $65 * $16.75 * $35 * $27.75 * $60 * $95 * $48 * $87.50 Note: Lon...
All this sounds bullish but let's check out the charts.
This is hope, not fact -- don't pay more for the same old thing.
Amazon is pushing some of its suppliers to sell goods directly via its marketplace, and reportedly plans a policy change that's likely to go over well with many e-commerce startups.
Dick's troubles will only deepen as more and more retails sales occur online.
This is a defining moment for retailers such as Dick's.
Dick's can teach you more about what's happening in the overall market than anything else I saw today.
Restricting firearms sales may or may not have been the right thing to do.
*Raising net short exposure Some late morning observations: * With Google and Amazon market beasts -- now both medium sized -- I feel "comfortable" adding to my short hedges. * Added to my Micron , Caterpillar and Coca-Cola shorts. * So weird that t...
Backed by favorable Prime sign-up and renewal data, the e-commerce and cloud giant is betting on everything from Yankees broadcast rights to a costly Lord of the Rings series.