Chris Wang on Under Armour Earnings

Chris Wang speaks with Nicole Petallides, host of the Watch List and Market Overtime, about Under Armour (ticker UAA) earnings. The company blew out expectations earnings 16 cents vs street expectations of 4 cents. It also raised full year guidance from 12 to 14 cents to 28 to 30 cents. Given that the company already earned 16 cents and the third and fourth quarters are typically their strongest, their guidance seems very conservative and the company will likely blow out earnings for the rest of the year. 

Andrew Wang on Semiconductors at Market Overtime

Andrew Wang says that the semiconductors sector has good visibility as lead times extend to 12-50 weeks. He also discusses Taiwan Semiconductor Company (TSM) which reported earnings of $0.96 in EPS and $12.92B in revenue.

Chris Wang on Cloud Computing, Snowflake and Microsoft

Chris Wang speaks with Nicole Petallides, host of the Watch List and Market Overtime, about the cloud industry and its growing global megatrend. The group has seen real benefit from the pandemic, pulling revenues forward. Many names in the industry have been huge beneficiaries due to their their business models and Chris thinks this looks like a decent entry point to start building a position in several names in the cloud space.

Andrew Wang and Nick Colas on What Rising Interest Rates Mean for Banks

Andrew Wang and Nick Colas provide their respective outlooks for the financial sector, including some names they like moving forward in 2021.

Andy Wang on Markets, Spirit Airlines, and Fiserv

Andy Wang spoke with Nicole Petallides, host of the Watch List, about financial markets, Spirit Airlines, and Fiserv -- two stocks that will benefit from the reopening of the economy.

Andy Wang on Investing in the COVID Pet Boom

Andy Wang chats with Nicole Petallides, host of the Watch List, about investment opportunities in the COVID pet boom.

Andy Wang on the Race to a COVID-19 Vaccine

Andy returns to The Watchlist with Nicole Petallides to discuss COVID-19 vaccines.

Andy Wang on the Financial Markets, Jobs, and Earnings

Andy Wang says the massive liquidity and government stimulus measures can drive the market higher in the third quarter. But he tells Reuters' Fred Katayama the markets could also encounter some choppiness in the upcoming earnings season.

Chris Wang on the Markets, Peloton and Conagra Foods

Chris Wang returned to The Watch List with Nicole Petallides this afternoon to discuss the financial markets, Peloton, and Conagra Foods.

Andy Wang on the Markets, Pepsi, and FedEx

Andy Wang returned to The Watch List with Nicole Petallides this afternoon to discuss the financial markets, PepsiCo, and FedEx Corp.

IMPORTANT DISCLOSURE INFORMATION 

Please remember that past performance may not be indicative of future results.  Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Runnymede Capital Management, Inc.-"Runnymede"), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful.  Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions.  Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Runnymede.  Please remember that if you are a Runnymede client, it remains your responsibility to advise Runnymede, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Runnymede is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Runnymede's current written disclosure Brochure discussing our advisory services and fees is available for review upon request. Please Note: Runnymede does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Runnymede's web site or blog or incorporated herein, and takes no responsibility for any such content. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

Search Website

Annuity Review Database

Follow Our Podcast


Google Podcasts
Apple Podcasts
spotify

Recent Posts