The Drill Down

How MasTec (MTZ) benefits from the move to 5G, James Investment CEO Barry James explains. Coinbase (COIN) wants you to be able to invest your 401K in cryptocurrencies. FuelCell (FCEL) keeps its eyes focused on a potentially hydrogen fuel cell powered future. Restoration Hardware (RH) predicts a $1 billion quarter thanks to demand for its furniture and home goods. Ocugen (OCGN) aims to follow in Pf...

Behind CarMax’s (KMX) unique focus on technology, its brick-and-mortar footprint and customer personalization— and how much do they mark up your used car! Hennessy Focus Fund portfolio manager Brian Macauley explains. Gamestop (GME) taps two Amazon (AMZN) executives to be its new CEO and CFO and tells investors the company faces a tough turnaround.  Royal Dutch Shell (RDSA) grapples with a court o...

Flotek chairman and CEO John Gibson (FTK) on how chemistry and data science are improving gas and oil drilling technology and how Flotek aims to be a green company in the fracking business. Fastly crashes the web showing just how important this San Francisco tech company is to the global internet  (FSLY). And Wendy’s is a whole lot more than a square burger, it’s a hot stock, a tech story -- and a...

Sunnova Energy founder and CEO John Berger (NOVA) on financing solar power in single family homes and expanding the lifespan of solar panels. Biogen (BIIB) celebrates the first new Alzheimer's treatment approved in 20 years. US Concrete (USCR) targets a comeback from Covid-19 pressures. Macquarie Infrastructure (MIC) unloads Atlantic Aviation and its private jet business. The Drill Down with Cory...

VSE Corporation CEO John Cuomo tries to turn around an important parts supplier to the Post Office and the military, all whilst dealing with COVID. (VSEC). MongoDB (MDB) takes aim at Oracle’s customer base. Forget signatures, Docusign (DOCU) sets its sights on “the agreement cloud.” BarkBox (BARK) finds its footing using technology to target its customer base -- yes, dogs!  The Drill Down with Cor...

Uber’s (UBER) big bet on delivery pays off in the pandemic. But now what? James Cakmak of Clockwise Capital explains. FireEye (FEYE) divides itself in two and shows just how different cybersecurity companies can be. Splunk (SPLK) finds that margins aren’t so puffy in the cloud. Ciena Corporation (CIEN) looks to take advantage of a global concern about China and Huawei. The Drill Down with Cory Joh...

Can Square (SQ) build a lasting business on Bitcoin? And is Jack Dorsey a safer investment than Elon Musk? Exponential Investment Partners’ Kevin Riley makes the case. Oilfield titan Schlumberger (SLB) predicts dollar signs as the world recovers from Covid-19. Zoom’s (ZOOM) ambitious plans to keep its pandemic momentum going after workers return to offices. Details on iRhythm Technologies’ (IRTC)...

The business of putting II-VI’s (IIVI) lasers into Apple’s iPhones, Kim Forrest of Bokeh Capital explains. AMC Entertainment (AMC) says business is booming even though it doesn't see the movie business recovering. MicroStrategy Incorporated (MSTR) explains how accounting rules are keeping companies from buying cryptocurrencies, especially Bitcoin. Devon Energy (DVN) prepares to drill and is on the...

Skyline Champion (SKY) bets big on future demand for mobile and modular homes, Kevin Silverman of Sterling Partners Equity Advisors explains. HP (HPQ) can’t get enough parts to fill demand, and prepares for a post-pandemic slow down on personal computers purchases. And the new artificial intelligence powering Yext’s (YEXT) answer to the yellow pages. But is it enough to overcome accounting problem...

The copper crown weighs heavy on the head of Freeport-McMoRan (FCX), as Global X Fund’s Jay Jacobs explains. How “nice” pays off for Workday (WDAY). Behind Okta’s (OKTA) successful “zero trust” strategy, and the lack of trust investors are showing of the company of late. And Owens & Minor (OMI) gives us a glimpse at how hospitals are changing their buying and planning for the next pandemic. The Dr...

Is Crown Castle International (CCI) poised to be a 5G powerhouse? Palio president and CEO Joe Greco gives us his take. Trust is overrated, as “zero trust” cybersecurity company Zscaler (ZS) reports strong sales. Dicks Sporting Goods (DKS) eyes those stimulus checks as consumers prepare to go back to school. And Urban Outfitters (URBN) reports a RECORD setting quarter as  “she” finally ditches the...

IAC spins off Vimeo (VMEO), but will the video company be able to maintain its pandemic growth? Urban fashion is the secret sauce to jaw dropping growth at Citi Trends’ (CTRN). Lordstown Motors (RIDE) gives us an electric reminder that truck maker need to make trucks! And portfolio manager Lamar Villere says Medicare Advantage broker eHealth (EHTH) has plenty of room to grow and can put its accoun...

Can Discovery (DISCA), fueled with HBO and Warner Brothers content positions itself to be the streaming king, says Smead Capital president Cole Smead. Also, what Amazon (AMZN) could do with MGM’s iconic library of film and television. DraftKings (DKNG) mines content -- and perhaps a Bleacher Report acquisition -- to boost online sports betting. Virgin Galactic (SPCE) celebrates a successful launch...

Shopify (SHOP), teamed with Google, is taking a bite out of Amazon AND Salesforce, to the benefit of sports bra and ketchup shoppers everywhere. We discuss with Rick Watson, RMW Commerce Consulting CEO. How is it that bitcoin seller Square (SQ) avoids the volatility of Bitcoin itself. VF Corporation’s (VFC) billion dollar bet on Supreme sufferers from COVID and China. And Deere & Company (DE) saw...

How Sunnova Energy International (NOVA) is finding success in solar, leverages tax credits, and hoarding those hard-to-get semiconductors during a global shortage, with Bulls Eye Brief’s Adam Johnson. Cisco (CSCO) struggles with the global chip shortage. Hormel Foods (HRL) jacking prices on everything from peanuts to bacon to Spam. Ralph Lauren’s (RL) responds to disastrous European sales with a p...

Is Lionsgate (LGF.A) the next Netflix? Or the next Disney+? Marcus Moore of Zeo Capital Advisors explains why he see's a new streaming content king. Take-Two Interactive (TTWO) reveals some of its post-pandemic strategy with a plan to launch 60 news games over the next three years. Bitcoin, Ether and XRP take a dive. Iovance Biotherapeutics (IOVA) bungles tests for a potential cancer cure, a faile...

Elon Musk impersonators steal $2 million from the bitcoin curious. Hoarding hurts Walmart results (WMT) as it CUTS prices to grow its food business. Cullen/Frost Bankers (CFR) AB Mendez on expanding in Texas and profiting from the paycheck protection program (PPP). Trouble in SPAC land, an SEC investigation and ephemeral business strategies of electric vehicle maker Canoo (GOEV). And acquisition a...

How Broadcom (AVGO) plans to keep up with chip demand from smartphone makers and continue making smart acquisitions, our guest is JoAnne Feeney, portfolio manager at Advisors Capital Management. The keys to Purple Innovation’s (PRPL) success disrupting the mattress industry and managing inflation. How Community Health Systems (CYH) is getting hospital patients to pay their bills. Apellis Pharmaceu...

With fewer people dying, could it be time for Lincoln Financial (LNC)? Chuck Lieberman of Advisors Capital Management explains. Plug Power (PLUG) tries to put accounting problems and expenses behind it. DoorDash’s (DASH) optimistic forecast for 2021 with adjusted earnings. And Airbnb (ABNB) sees a return to urban travel. The Drill Down with Cory Johnson offers a daily look at the business stories...

Is Virgin Galactic (SPCE) a zero-gravity zero? James Rasteh of Coast Capital says they should cease operations. Cybersecurity giant FireEye (FEYE) poised to help the White House fight cyber terrorists. Behind the successful turnaround of Contango Oil & Gas (MCF). A troubled blood company Haemonetics Corporation (HAE) fails to reassure investors or customers. The Drill Down with Cory Johnson offers...

Understanding the massive changes underway at Intel (INTC) with former software engineer Kim Forrest, founder and CIO of Bokeh Capital. Plus, warning signals from Array Technologies (ARRY). Upstart Holdings (UPST) brings Artificial Intelligence to debt consolidation. Investors sour on high-tech insurance provider Lemonade (LMND). The Drill Down with Cory Johnson offers a daily look at the business...

Is China the key to Gazprom (EDR) maintaining global gas dominance? David Iben of Kopernik Global Investors weighs in. After burning through hundreds of millions, 3D Systems (DDD) rides the bubble again. The story behind Rackspace Technology’s (RXT) collapsing margins and lousy quarter. And Hanesbrands (HBI) hunts for the next generation of “innerwear” consumers (that’d be underwear to you and me)...

Can Spotify (SPOT) keep growing? Clockwise Capital’s James Cakmak says yes. Pipeline king Energy Transfer (ET) says the oil patch is hotter than you know. How the hell can mall giant Simon Property Group (SPG) say it’s NOT a mall company. And we look at a cookie-less future for The Trade Desk (TTD). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the m...

AirBNB return to growth, explaining Bill.com’s multi-billion purchase of Divvy -- it’s more than a high-flying stock, Roku’s creepy targeting of its customers using artificial intelligence and machine learning, and after spending billions of dollars buying and selling Bitcoin, why can’t Square make money on crypto? And we look at employment numbers, Dr. Copper and the Baker Hughes rig count. The D...

Separating good SPACs from bad with dMY Technology Niccolo de Masi, CEO of dMY Technology. Plus, Moderna (MRNA) thanks its Covid-19 vaccine as the company turns its first profit. Lee Enterprises (LEE) gives a clue about the state of the advertising market in its first year without Warren Buffett. And e-commerce marketplace Etsy (ETSY) warns of post-mask world. SEC Chairman Gary Gensler warns of cr...