Take-Two Interactive: TTWO
As the US plays catchup with the rest of the world and falls into a recession, people will significantly reorient their spending. People will focus on the necessities and put…
Mastercard: MA
Fintech startups are chipping away at the traditional financial services industry's investment and payment processing segments. It is not so apparent from the outside as these new services went after…
Back to the Dog House, Datadog: DDOG
On May 18, we talked about Data Dog, one of many enterprise software companies trying to find their niche in serving corporate America. This article is for paid members -…
Vive La Difference! VEEV
Enterprise software companies have multiplied like rabbits since 2010. The business model is pretty simple. Write software, primarily database applications, and lease the application to help people run their companies.…
Submerging Markets: EEM
Emerging market economies suffer from a problem that few of us understand. That risk is currency risk. This article is for paid members - please login or subscribe for access.
Planet Fitness: PLNT
Going to the gym is a popular pastime for people in the developed work. Our diets are filled with high-calorie density foods, so we have to work hard to burn…
NextEra Energy: NEE
NextEra is an electric utility that provides power to the business and people of Florida. It used to be called FPL or Florida Power & Light but changed its name…
Federal Express & Palo Alto Networks
Federal Express disappointed the investment community after trading hours today. Boy, did the stock get smacked or what? This article is for paid members - please login or subscribe for…
SP500 (SPX) & Kraft Heinz (KHC)
The inflation numbers came in hotter than the street expected, but not as hot as we expected. But our vote is not what matters. It is what traders rit significant…
Dominion Resources: D
Dominion Resources is an electric and gas utility company. As a class of company, they are one of the most stable sectors of the economy. Everyone needs to turn on…