Posts

Canopy Growth Q4'18 Earnings - Live Updates

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In the much anticipated and long delayed Q4 earnings release, Canopy Growth (CGC) likely trades like a dude similar to Aurora Cannabis (ACB). The company generated massive growth, but the opening up of the recreational cannabis market in Canada has as many questions as answers.

Yelp Q4'18 Earnings - Live Updates

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After the close, Yelp (YELP) reported Q4 numbers that beat estimates. In addition, the company established these 2023 goals.

Twilio Q4'18 Earnings

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Twilio (TWLO) just reported a quarter where revenues grew 77%, yet the guidance suggests 2019 revenue growth of only 35%. Part of the issue is the inclusion of slower growing SendGrid (SEND) in the 2019 results.

Simple Reason To Own Under Armour

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The market has fought owning Under Armour (UA, UAA) for years now, but a simple reason exists to own the stock. As long as the company has a relevant brand in turnaround mode, wise investors will utilize the P/S multiple to derive value.

Aurora Cannabis Q4'18 - Live Updates

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Aurora Cannabis (ACB) reported results after the close providing the first official view of Canadian cannabis companies following the legalization of adult-use cannabis on October 17. Updates from the earnings report, earnings call and after-market reactions will be continuously updated here.

Avoid Electronic Arts and Buy Puts

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Electronic Arts $EA is in big trouble. Its BF5 is a wannabe version of Fortnite. And consumers are not buying it.

The weak ER affirms the business is deteriorating.
The following day, news that Apex Legends grew faster than Fortnite on launch sent the stock up 16%. The registration is of course high: it's free to play.

EA earnings nothing from free registrations.
Short EA stock or buy Puts if the stock continues its rally.