Author: Eddy Elfenbein

These Investor Favorites Are Already Adapting – and Seeing Stock Gains – As The Country Reopens

These Investor Favorites Are Already Adapting – and Seeing Stock Gains – As The Country Reopens

As the U.S.—and the world for that matter—begins the reopening process, every business is trying to figure out what the new way of doing business looks like. We already know what the white collar version of post-pandemic business has become. It’s Zoom (ZM) meetings, Docusign (DOCU) virtual document management, and Activision (ATVI)[gaming in between meetings […]

Sell These Three Healthcare Stocks Now

Sell These Three Healthcare Stocks Now

When the market was first rocked by the coronavirus, the healthcare sector held up fairly well. Of course, I mean that in a relative sense; healthcare stocks still fell, like the rest of the market. But as a whole, the sector fell less. Talking about positive relative strength in a terrible market often sounds bizarre—“Sure, […]

The World’s First Trillionaire?

The World’s First Trillionaire?

Jeff Bezos could become the founding member of the “Four Comma Club” Recently, one of my favorite financial writers, Barbara Kollmeyer of MarketWatch, wondered if Jeff Bezos could become the world’s first trillionaire. It’s not so outlandish a thought. The CEO of Amazon is already one-seventh of the way there. To grow your fortune by […]

A 23,000% Profit in 30 Years

A 23,000% Profit in 30 Years

In Uncertain Times, Investors Should Focus on High-Quality Companies Ever hear of International Holdings Co. PJSC? Eh… me neither, until recently It’s turns out, the company is surviving the new depression quite well, thank you very much. Bloomberg tells us that in the last year, the shares are up an astounding 2,819%. That’s nearly 30-fold […]

How Waffles Explain the Global Economy

How Waffles Explain the Global Economy

The Rules for the Global Economy Have Changed Did you hear who’s doing a brisk business thanks to the coronavirus pandemic? I don’t mean Amazon, Walmart, or Zoom, even though they’ve all seen big benefits thanks to social distancing and stay-at-home orders. Instead, I’m talking about a product much closer to my heart. Eggo Waffles! […]