The re-opening narrative is dominating activity in the market and governs decisions being made in the business economy, and with good reason. Perhaps never before has so much value been tied to such a singular and distinct dynamic. That naturally defines the value proposition of companies working to provide those solutions. With vaccines a powerful […]
COVID-19
Google (NASDAQ:GOOGL) Warns Researchers To Be Cautious Over “Sensitive Topics”
Google (NASDAQ:GOOGL) is under the spotlight for allegedly pushing out a researcher that had warned of AI bias and now reports indicate the search engine giant is asking other researchers to strike a positive tone on “sensitive topics.” AI researcher leaves Google because of research scrutiny According to a Reuters report, researchers working on such […]
FDA Approves Pfizer Inc.’s (NYSE:PFE) Vaccine Candidate for Emergency Use
On Friday, the FDA granted Pfizer Inc.’s (NYSE:PFE) COVID-19 vaccine Emergency Use Authorization, clearing the path for millions of Americans to start receiving the vaccine immediately. Pfizer’s COVID-19 vaccine receives Emergency Use Authorization in the US The approval is a massive turning point considering the COVID-19 pandemic has claimed over 290,000 lives across the US. […]
Three Stocks to Target the Testing Test (ABT, ALST, QDEL)
It’s all about testing. Short of a vaccine, testing is the high-margin investment from a social survival standpoint for the whole system. Testing, testing, testing. The virus is invisible. It’s impossible to see something that’s invisible, by definition. And it’s impossible to beat something you can’t see. Testing is how we see it, in a […]
Apple Inc. (NASDAQ:AAPL) Using Cheaper Battery Technology To Cut Costs
Apple Inc. (NASDAQ:AAPL) has been using less expensive components for its “iPhone 12” series in cut costs and meet growing demand. This is according to analyst Ming-chi Kuo. The phone maker has been facing increasing demand for the new series due to the inclusion of 5G. According to Kuo, Apple has reduced area for placing […]
Pharmacy Services Back on the Radar (MDRX, WBA, RXMD, CVS)
The big step from here is an improvement and normalization in terms of our relationship with healthcare. But, because of what we have all endured through the pandemic process in recent months, and the months ahead, many changes that may have occurred in any course over coming years have suddenly happened all at once. One […]
Three Stocks for the Battle Ahead (LLY, RXMD, LH)
Eventually, there will be a vaccine. But, according to the WHO leadership even yesterday, confidence is waning in a “silver bullet” pharma solution for COVID-19. We may be in “coping” mode for quite some time yet. For investors, that means an increased focus on testing, PPE, and remote process management. With that in mind, we […]
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 […]
Investing in the Age of Covid-19 (LAKE, DGX, ALST, HON)
It has been a roller coaster. In March, the sky was falling. In May, the sun was starting to come back out. It brightened further in June. But July has been so bad even Trump is wearing a mask. We will get through this. At this point, one might suggest that investors can be smart […]
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 Stay at Home Portfolio (GNUS, SPOT, PSRU, NFLX)
The Virus is back out of control across the US. That means the depressing prospect of more time sitting at home looking for something to do. Here’s a couple ideas: trade stocks and watch streaming entertainment! It looks like those aren’t exactly original suggestions. The number of Robinhood accounts started up since March has skyrocketed. […]
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 […]
OPKO Health’s (NASDAQ:OPK) BioReferences Laboratories Announce COVID-19 Molecular PCR Testing Results In Nursing Home Employees
OPKO Health’s (NASDAQ:OPK) BioReferences Laboratories released results of the coronavirus molecular PCR and antibody tests for the live-in facility and nursing home employees in New York. Around 29% of nursing home staff had COVID-19 before May On May 10, 2020, the state of New York directed all employees in adult care facilities and nursing homes […]
Macy’s Inc (NYSE:M) and J C Penney Company Inc (OTCMKTS:JCPNQ) To Consider Reinventing Their Business Operations
Macy’s Inc (NYSE:M) and JC Penny are currently facing the same problems. To get to the point of thriving once again, they must consider reinvention instead of just reorganization. Experts think that the two businesses need to address the main issues. Anticipated changes Macy’s and Penny are known for having quite a significant number of […]
Hewlett Packard Enterprises (NYSE:HPE) Introduces New HPE Ezmeral Brand And Software Portfolio And HPE GreenLake Cloud Service
Hewlett Packard Enterprises (NYSE:HPE) unveiled HPE Ezmeral, a new software and brand portfolio designed to offer enterprises quick digital transformation from edge to cloud across the organization. HPE introduces HPE Ezmeral software portfolio The HPE Ezmeral software portfolio ranges from AI/ML and data analytics, container management, orchestration, AI-driven operations, IT Automation cost control, and security. […]
