Stay ConnectedA weekly rundown on stock market news and investing advice featuring Todd Campbell of Limelight Alpha and E.B. Capital Markets.
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Nvidia (NVDA) put up some massive growth numbers in their 1st quarter 2021 earnings report (their fiscal year 2022). They reported impressive growth in both their gaming division and their data centers. We didn't read the press release beforehand, so these are our first reactions! It's impressive Nvidia was able to grow this much in spite of a global chip shortage. Let us know what you think!
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Check out some of our other earnings deep dives on YouTube!:
Coinbase (COIN): https://youtu.be/SBrfHZMev1o
Airbnb (ABNB): https://youtu.be/ODQqj9SDVP0
We're back with another jam-packed episode! Enjoy nearly an hour of wide-ranging conversation, including:
- AMC Theaters, the new GameStonks? After doubling in 1 day, it has us wondering. We dissect all the silliness behind this massive move.
- Supersonic planes! That's right - United Airlines (UAL) just put in an order for 15 Concorde-like planes from startup Boom Supersonic. Don't expect to fly on one for a while though.
- Todd suggests some books for all investors to check out.
- We discuss cash allocation, and dive a little deeper into Todd's well-timed 50% cash allocation in early 2020.
- Finally, a smattering of 10 high-quality stocks worth a look right now.
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In this clip from our 5/28 episode, we discuss the details and ramifications of Amazon (AMZN)'s acquisition of MGM Studios. This deal adds over 4,000 movies and over 15,000 TV episodes to Amazon's content catalog! We finish off with some rumors of who may be acquired next, and if those rumors are realistic at all.
Watch this video on YouTube: https://youtu.be/KCUCoagXh3k
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We've got some more great content for you on this long weekend:
- Nvidia (NVDA) reported earnings this week. Really impressive growth from an already giant company! We read through the whole press release.
- Amazon (AMZN) bought MGM this week, getting access to over 4,000 movies and almost 20,000 TV episodes. We talk about what this means for other potential acquisition targets like ViacomCBS (VIAC).
- 2 potentially big headlines from 2 of the biggest petroleum refiners this week. Exxon-Mobil's (XOM) shareholders elected two climate activists to its board of directors, and Shell (RDS/A) was ordered to cut their CO2 emissions by 45% by 2030. What will this mean for the future of Big Oil?
- Finally we finish off with some stock picks that are high-scoring in our research.
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Here's our take on Coinbase's (COIN) first earnings report as a public company. It was a big one! Let us know what you think!
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Okay, perhaps I got a little carried away with the alliteration in the title. It seems to have caught your attention though :)! We covered a lot of ground this week, including:
- Crypto falling 50% across the board! And why we can consider this an amplified version of "buy the rumor, sell the news".
- Joe brought up Ollie's Bargain Outlet (OLLI) as an example of a high-scoring, high-flying stock that has since broken down.
- We talk some more about charts, and dive into this week's interesting trading patterns on the NASDAQ index (QQQ).
- Finally, we wrap up with some of our lowest-scoring stocks and look at what their charts have in common.
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In this clip from our 5/14 episode, we did a read-through of Airbnb's Q1 2021 earnings. Neither of us had read the release beforehand, so it's a surprise for all of us! We'll walk you through the report page by page so you have a solid idea of where ABNB is on their path to profitability.
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This episode is packed with great info and discussion! Here's our agenda:
- More crypto craziness, with BTC falling 20% and DOGE falling 44% at one point!
- More earnings reactions! This week we took a look at Airbnb and Coinbase. ABNB wasn't too impressive, but COIN certainly was...
- Finally we wrap up with several trades (buy and sell) Todd made this week.
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In our most recent episode, we took a look at ROKU's recent earnings report (5/6/21). Neither of us had looked at the release beforehand, and we were certainly impressed! We break it all down for you in this short segment.
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Today was a fun one! It was a big week for earnings and cryptos. You may want to watch this one on YouTube, as we're heavy on the screen-sharing this week: https://youtu.be/Fl5jNHvhihA
Here's our agenda for this week's episode:
- Todd's new position in Dogecoin (you read that right), as well as an Ethereum update. Also, how to expose your portfolio to crypto without directly investing in BTC
- A "reaction video" of sorts: a live look at two blowout earnings reports from the past couple days. ETSY and ROKU both had some huge reports, and we took the time to read through them line by line for the first time on-air!
- Finally, what sectors are shining right now as tech underperforms once again.
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