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Avoid DIS After Disappointing Q4 Earnings

Feb 11, 2018

The Walt Disney Company (DIS) released mixed fourth-quarter earnings on Tuesday afternoon, beating the Street on the bottom line but reporting revenue that was quite disappointing. Earnings came in at $1.89 a share, increasing 22% year-over-year and besting analysts’ estimates by $0.28. Revenue grew 3.8% to $15.35 billion, which missed expectations by $100 million. That’s not awful on the surface, but when you strip the company’s theme parks and resorts segment out of the equation, year-over-year revenue growth was actually negative. That growth – or lack thereof – is my main concern here. Continue Reading…

The Future Remains Bright for Crypto

Feb 09, 2018

The quick 10% pullback in the Dow has opened the eyes of investors who had become accustomed to a consistent and gradual move higher, as they had forgotten what it was like to experience a normal and healthy correction. But for those who invest in cryptocurrencies, a double-digit gyration is typical daily trading. Volatility is the name of the game when it comes to investing in cryptocurrencies and that’s not going to change any time soon. While there will continue to be big corrections and unnerving gyrations in this space, the future of crypto is very bright. There is a lot of money to be made; the key is simply having patience. Continue Reading…

Bigger than the Super Bowl?

Feb 07, 2018

Here in the United States, we’ve all grown accustomed to the Super Bowl being the biggest sporting event of the year – and it is also big around the world. Just about one out of every three people in the U.S. watched the game, and that’s not to mention that it’s become almost like another holiday with all of the parties that get thrown. The Super Bowl has grown exponentially in its 52-year history, which is why companies are willing to dole out $5 million for a 30-second commercial. Knowing that, it may be hard to imagine anything that could be even bigger. However, there is a NexGen trend out there that certainly has that potential. Continue Reading…

3 Airliners to Pick Up at a Discount

Feb 04, 2018

Along with reporting better-than-expected fourth-quarter earnings last week, United Continental (UAL) also announced plans to increase its capacity in the coming years in an effort to fight off competition from low-cost carriers that have been going after the larger airlines recently. The news sparked an industry-wide sell-off as it raised concerns of a price war that could hurt the related companies’ bottom lines. However, now that the selling appears to have slowed it is creating an opportunity for investors to scoop up the airliners at a discount. Continue Reading…

Is AAPL in Danger?

Feb 01, 2018

Apple (AAPL) has never shied away from the spotlight, but some of the more recent headlines circulating the company haven’t exactly been positive. As a result, the shares are now sitting at a three-month low. The first issue surrounds concerns from investors and analysts alike that AAPL will report weaker-than-expected sales of its latest iPhone iteration in its upcoming earnings report on Thursday afternoon. These assumptions are based off figures from the company’s suppliers, which are often viewed as canaries in the coal mine. Then, earlier this week the Department of Justice and the SEC announced that they will be looking into one of the company's disclosures. Continue Reading…

Finding Winners in NexGen Infrastructure

Jan 31, 2018

One of the centerpieces of President Trump’s State of the Union speech last night was his much anticipated plan to upgrade the nation’s infrastructure. That was a campaign promise for both the president and Hillary Clinton, and one year into his presidency, Trump is now starting to push harder for it. The goal is to urge Congress to pass a $1.5 trillion plan to rebuild our crumbling infrastructure, and with the hope that it will ultimately be a public-private partnership, the ripple effects create another NexGen trend that will provide opportunities for us to make a lot of money. Continue Reading…

Is NFLX’s Rally Overdone?

Jan 29, 2018

Gaining more than 40% over the course of a year is a fantastic performance for most companies, but for leading streaming service Netflix (NFLX) it’s just a simple month’s work. You read that right. Less than one month into 2018, NFLX is up a whopping 41%. And that’s on top of the 55% return the stock enjoyed in 2017. As a member of the famed FAANG group – Facebook (FB), Amazon (AMZN), Apple (AAPL), Netflix and Alphabet (GOOGL) – the company is often compared to the other technology darlings when it comes to performance and valuation. But in reality, there is no true competitor to NFLX. Continue Reading…

Is UAA on the Verge of a Comeback?

Jan 26, 2018

Under Armour (UAA) went down as one of the worst performing stocks in the S&P 500 last year. After losing half its value, the company is now in the precarious position of trying to rescue a sinking ship that has several major holes. The biggest issue I have with UAA is its lack of sales growth – it’s a paltry 4.8% over the last 12 months. A lot of this has to do with increased competition from European brands like Adidas (ADDYY) and Puma, both of which are making a comeback and eating into the market share of Under Armour and category leader Nike (NKE). Operating margins are also a problem, and we'll talk more about that in this latest article. Continue Reading…

Blockchain Boom Builds

Jan 24, 2018

Know what I get asked about most these days? I think you’ll only need one guess to figure it out. Yes, blockchain and bitcoin. To a lot of people, the extraordinary buzz surrounding this NexGen theme seems to have started last year. That’s certainly when it snowballed, but believe it or not, we’re actually approaching the 10-year anniversary of blockchain. Still, we’re really only in about the first or second inning of the ball game. It will take decades for blockchain to achieve what it is capable of. Think about the internet and how it took decades to evolve. There is a lot of money to be made in blockchain for those who are smart about how they invest and don’t just chase the latest headlines. Continue Reading…

Not Time to Buy VIPS Just Yet

Jan 22, 2018

Vipshop Holdings Limited (VIPS) is trying to make a comeback. The stock fell to a multi-year low in October and had struggled to hold on to any short-term gains while many of its competitors traded at or near historic highs. But it looks like the relative weakness could be coming to an end, as shares of the Chinese e-commerce company have doubled in just a couple of months. They’re up 100% from their October 30 low and already 33% in the New Year alone. The big turnaround started in mid-December when VIPS announced that Tencent Holdings (TCEHY), one of the world’s largest e-gaming companies, was leading an $863 million investment into the company with JD.com (JD). Continue Reading…
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