The most dependable thing we have at hand at this point is our communications technology – a strange, perhaps alien statement, to be sure. But it has become undeniable over recent months when we have been forced to confront the fact that some things can even undermine our faith in in-person presence. If you have […]
Benjamin Roussey
The Telehealth Revolution Readies for the Spotlight (LVGO, NXGN, RXMD, TDOC)
We’re never going back. The world, as it existed six months ago in the pre-pandemic reality, is gone. Forever. It’s not a temporary shift. It’s a transition that was baking in the over of culture, technology, and the economy for years. The pandemic provided an apt excuse for driving regulators and legislators over the cliff […]
Microsoft Corporation (NASDAQ:MSFT) Makes Changes To Its Team, Signaling Renewed Interest In Windows
Microsoft Corporation (NASDAQ:MSFT) has made significant changes to its team in charge of Windows Operating System to signal the company’s renewed interest in the business line. In the changes, Panos Panay, the Surface chief, is now in charge of Windows. Two years ago, the company divided its Windows section into two parts following the departure […]
The Second Wave Portfolio (DGX, RXMD, APT)
The second wave is already here, or it’s coming. The bridge to a vaccine will have to be lengthened a bit. If you live in the US, it’s hard to distinguish a second wave from the first wave because they are basically flowing together at this point – which won’t be the case for basically […]
The Future is Now for Media Stocks (LYV, PSRU, SNE, VIAC)
Entertainment is evolving as we plow further into the 21st century. As the late, great Douglas Adams once said – years before anyone else could have – the next stage of creativity, in the age of the internet, is going to be something like the when the Amazon, Nile, Mississippi, and Yangtze rivers all hit […]
The Story Turns Back to Pot Stocks (GRWG, CRON, MEDIF, NUGS)
The green machine is back. And we would expect the usual election hype to get started again ASAP. We are now closing in on the next moment when some percentage of the population will be focused more on whether or not their particular state is about to offer legal pot than on who’s the next […]
The Virus Testing Boom is Upon Us (CODX, DGX, RXMD, LH)
Trump even said it himself on Tuesday: “It’s going to get worse before it gets better.” We keep hitting new highs among coronavirus infections, hospitalization, and related deaths. New hot spots keep popping up. Mississippi appears to be the latest. The positivity rate in Arizona continues to be in the 20-40% range, which smacks of […]
The Next Wave in Covid Coping Stocks (LAKE, APT, ALST, MMM)
The COVID-19 pandemic has changed the world as we know it. The result of this transition, for investors, is a new playing field that rewards the nimble and those able to think thematically. One of the most interesting and important themes as the virus rages on is centered on the resources we need to cope […]
The Eco-Friendly Bull Market (BE, ECOX, ECL, NEE)
The drumbeat around renewable energy and “green” stocks is deafening in recent action, with millennials in charge of the market, launching the likes of electric vehicle makers, lithium-ion battery service names, solar stocks, and everything green. And there are certainly good reasons for the ascendance of this theme and the booster rockets attached to the […]
Zynga Inc (NASDAQ:ZNGA) Acquires Peak To Expand Its Gaming Portfolio
Zynga Inc (NASDAQ:ZNGA) is looking to widen its influence in gaming its space, and it aims to do that through its latest acquisition of an Istanbul-based gaming firm called Peak. The mobile gaming giant wants to double down on its dominance in the mobile gaming space, and the recently announced acquisition deal with Peak highlights […]
Virus Protection as an Investment Opportunity (CLX, HON, BLGO, MMM)
As we start to gain more ground in our collective battle against the COVID-19 pandemic, the role of personal protection equipment and supplies looms large as a major concept for investors active with capital and willing to mobilize that capital toward companies able to make a difference while delivering value to their shareholders. While we […]
Is the PPE Theme Ready to Catch Fire? (APT, LAKE, BLGO, MMM)
The COVID-19 pandemic has forced a reimagining of life in the developed world to a far greater extent than most anything since World War II. As we endure this collective battle, there are few subjects that spark populist anger more than personal protection equipment (PPE) and its lack of availability for frontline workers – not […]
How The T-Mobile Us Inc (NASDAQ:TMUS) Merger With Sprint Corporation (NYSE:S) Will Affect Customers
The mobile telecommunications industry in the U.S is currently buzzing with excitement following the completion of the T-Mobile Us Inc (NASDAQ:TMUS) and Sprint Corporation (NYSE:S) merger. T-Mobile and Sprint have been working on the merger for quite some time but it is finally complete after lengthy negotiations. The merger means that the two companies will […]
Johnson & Johnson (NYSE:JNJ) Expects To Deliver Over 1 Billion Doses Of Vaccine For COVID-19 And Commence Clinical Trials By September 2020
Johnson & Johnson (NYSE:JNJ) has decided to produce over 1 billion doses of vaccine for COVID-19 by teaming up with the Biomedical Advanced Research and Development Authority (BARDA) in the US. It is an extension of the existing accord between the Janssen Pharmaceutical Companies division of Johnson & Johnson and BARDA. The first batch of affordable […]
Where to Hide When the Virus Hits Home (GRUB, SDEC, WORK, ROKU)
After the CDC announced a strong advisory on Tuesday, implying that US citizens should start to get used to the idea that coronavirus (aka, COVID-19) will be coming to your local community sometime very soon, markets tanked. But the story isn’t entirely a one-way show. Here are some stocks that may make you money while […]
