Hilary Kramer
Big Tech Is Living on Borrowed Time
Everyone on Wall Street now knows that the five biggest companies in Silicon Valley have carried the market in its post-pandemic recovery. Their performance has been astounding. But when the entire S&P 500 starts revolving around five stocks, experienced investors get nervous. Leadership is scarce. There just aren’t a lot of strong stocks outside the […]
GrowGeneration Corp. Sucks All of the Air From the Room
My mailbox filled up this week with investors looking for insight on why the share price for GrowGeneration Corp. (NASDAQ:GRWG) has more than doubled since reporting its 2Q20 results on Aug. 13. GRWG had a great quarter. But after a year of disappointments, cannabis bulls are combing through the numbers for hope that the industry, […]
Real Talk: Would You Rather Buy Stocks Right Now or Bonds?
We talk a lot about stocks here, but asset class allocation is always in the background for every investor who wants to remain open and responsive to the market’s moods. It is always a matter of matching perceived risk to potential returns. When it looks like stocks are approaching a near-term ceiling, we stop buying […]
Good News for Tiny Growers
This week was remarkable for the smaller cannabis stocks on my radar. While Hexo Corp. (NASDAQ:HEXO) had largely been written off, investors proved this week that they’ll happily accumulate the stock above $1. That’s where the company managed to price a substantial 33-million-share offering. It’s not fantastic, but it demonstrates that this is where bargain […]
These Three Sectors Suffered 85% of the Pandemic Pain
There’s a little whiplash on Wall Street as investors struggle to reconcile record-breaking asset prices with all our hard-won experience of how markets should work. Decades of statistics say stocks normally suffer in a recession. Money simply stops flowing across the corporate landscape, leaving executives staring at the consequences of decisions made under better circumstances. […]
Looking For Leadership
It’s turning into a decent summer for the major cannabis stocks. Of course, there’s a lot of ground left to recover, but the difference between this year and the last one is striking. Last summer, the entire group crashed. This year, since May 31, two of the giants are actually in positive territory for the […]