Hilary Kramer
The Time Has Come for Main Street to Show Big Tech How It’s Done
When I saw today’s unemployment number, the first thing I did was to figure out how to short some of the biggest stocks Silicon Valley has produced. We’re betting against Microsoft Corp. (NASDAQ:MSFT) and Amazon.com Inc. (NASDAQ:AMZN) now in our Turbo Trader and High Octane Trader services, respectively. It isn’t so much that I think […]
Rotation Is Healthy
It has been a flat week for Wall Street as a whole, but Big Cannabis, led by Canopy Growth Corp. (NYSE:CGC) and Tilray Inc. (NASDAQ:TLRY), is soaring. My favorite stock in the space, Aphria Inc. (NASDAQ:APHA), is down close to 8%. What happened? As far as I can see, it’s healthy rotation at work. APHA […]
Should Apple Split or Start Splitting Up?
Apple Inc. (NASDAQ:AAPL) is always at its best when CEO Tim Cook can deliver tangible progress, instead of manufacturing the illusion that the biggest company in U.S. history is still as dynamic as ever. Many of us on Wall Street were braced to see Cook report a slight year-over-year sales decline in the face of […]
The ‘Boring’ Alternative
While the S&P 500 has recovered all but 1.8% of its 2020 losses, most of the Big Cannabis group remains deeply depressed. There just isn’t a lot of love for these stocks in a pandemic-spawned recession. Aurora Cannabis Inc. (NYSE:ACB) and Tilray Inc. (NASDAQ:TLRY) are down roughly 60% year to date (YTD), with Aurora, in […]
Why Big Tech Is Neither Broken Nor A Big Buy Now
This has not been a great week for day traders whose only guideline is that the biggest stocks on the NASDAQ always go up. Big Tech has become a surprisingly big drag on the market. With Microsoft Corp. (NASDAQ:MSFT), Intel Corp. (NASDAQ:INTC), Tesla Inc. (NASDAQ:TSLA) and Netflix Inc. (NASDAQ:NFLX) selling off, a stunning $276 billion […]
Consolidation in the Air
As much as it grieves me to say it, my favorite cannabis stock, Aphria Inc. (NASDAQ:APHA), soared 18% this week and is now in positive territory year to date. While I love to see performances like this, it’s bittersweet because it took reports of a potential merger with Aurora Cannabis Inc. (NYSE:ACB) to get the […]