A past pick from summer 2020 when we started turning the corner on the pandemic All credit card companies have been losing ground recently, pressured by online payments stocks like PayPal and Square. He expected this to reverse once we got vaccinations, but then the banks caught fire and ignored credit cards. He thinks MA is a great company, but Wall Street disagrees. Cross-border travel, when it returns, may help MA. Maybe.
A past pick from summer 2020 when we started turning the corner on the pandemic All credit card companies have been losing ground recently, pressured by online payments stocks like PayPal and Square. He expected this to reverse once we got vaccinations, but then the banks caught fire and ignored credit cards. He thinks MA is a great company, but Wall Street disagrees. Cross-border travel, when it returns, may help MA. Maybe.
A past pick from summer 2020 when we started turning the corner on the pandemic All apparel got lifted by the Pfizer vaccine in November. Great management and trading at 14x next year's earnings. Managers have made good moves in direct-to-consumer sales.
A past pick from summer 2020 when we started turning the corner on the pandemic All apparel got lifted by the Pfizer vaccine in November. Great management and trading at 14x next year's earnings. Managers have made good moves in direct-to-consumer sales.
A past pick from summer 2020 when we started turning the corner on the pandemic The parent of Calvin Klein and Hilfiger was struggling until Pfizer's vaccine news last November, then it leapt 20% in one day. It got another boost when it reported a good quarter in early December. Digital sales are up 70% YOY. With department stores opening in the future, PVH has room to run. Trades at a cheap 12x PE.
A past pick from summer 2020 when we started turning the corner on the pandemic The parent of Calvin Klein and Hilfiger was struggling until Pfizer's vaccine news last November, then it leapt 20% in one day. It got another boost when it reported a good quarter in early December. Digital sales are up 70% YOY. With department stores opening in the future, PVH has room to run. Trades at a cheap 12x PE.
CMG vs. MCD: Why don't the stocks move in tandem if they're in the same business? CMG is going all-in with tech. CMG is more technologically savvy than MCD, though MCD is a good business. MCD is a dinosaur in comparison. MCD, though, is a great company.
CMG vs. MCD - Why don't the stocks move in tandem if they're in the same business? CMG is going all-in with tech. CMG is more technologically savvy than MCD, though MCD is a good business. MCD is a dinosaur in comparison. MCD, though, is a great company.
They're not in warp speed now, given the problems in vaccine distribution in various states. Pfizer's problem is that it isn't innovative like Eli Lilly or Bristol-Myers.
They're not in warp speed now, given the problems in vaccine distribution in various states. Pfizer's problem is that it isn't innovative like Eli Lilly or Bristol-Myers.
Canopy is the way to play cannabis as we enter a Biden adminIstration. Also, Canopy has the interest of Constellation Brands.
Canopy is the way to play cannabis as we enter a Biden adminIstration. Also, Canopy has the interest of Constellation Brands.