Discussion about Disney from April 9
A clip from JaguarWebinar from April 9 refreshing the bull case for Disney ahead of Analyst Day on April 11 particularly related to upcoming DTC launches: Disney+, ESPN+ and Hulu
What Are We Watching Next Week: GLNG, GM, ROKU
Let’s see if GLNG makes any positive comments about shipping rates in LNG Conference. Auto stocks GM and F have been relatively underperforming terribly. Is ROKU a fad?
CannTrust Holdings (CTST) growth expectations are wildly strong!
From Canada to US and soon to enter Germany and Latin America, CTST hopes to get into many CBD-infused consumer brands and signing partnerships with many large distributors
E-Health (EHTH) coming off strong quarter
Stock has at least few more quarters of strong fundamental and technical performance ahead led by surge in Medicare and private insurance and its differentiating factors vs competition
Revisiting Tabula Rasa (TRHC) as it starts to breakout
CMS rule changes continue to remain big part of overall growth story to combat Opioid crisis, and most recent change gives company another leg higher combined with aggressive M&A strategy
Yield curve inversion and what does it mean?
Brief discussion on the 10-2 yield curve inversion, historical performance of the market after inversion, and what it signals about the economy as a whole.