TheStreet: Crunch Time for U.S. Firms Wanting to Restart Sales to Huawei

By SIMON CONSTABLE

A White House tech summit scheduled for Monday could be a make or break for U.S. companies wanting to do business with China-based telecom firm Huawei Technologies.

The meeting, which is expected to be attended by tech bosses from Google-owner Alphabet and computer memory manufacturer Micron Technology as well as others, will discuss whether U.S. companies will be able to sell their products and services to Huawei, according to a report from Reuters. Huawei is the world's largest supplier for telecom technology. Read more here.

TheStreet: Disney Rules the Box Office With Roar of 'The Lion King' and 'Avengers: Endgame'

By SIMON CONSTABLE

Walt Disney had a heck of a weekend at the box office.

In its debut weekend, "The Lion King" took in a staggering $185 million of theater receipts, easily beating estimates of $150 million. Read more here.

One-On-One -- Simon Constable joins Hedgeye Podcast

NEW PODCAST
One-On-One -- Simon Constable joins Hedgeye

Topics include:

🇮🇹Why default may lie ahead in Italy
🥇Bullish Gold catalysts
💻Concerns around crypto
🇬🇧Why Britain's inept govt benefits its economy
💲Risks of cannabis ETFs https://t.co/wcYVJGBR3R

— Hedgeye (@Hedgeye) July 16, 2019

John Batchelor Show: Small-cap gold stocks looking good for acquisition by Big Gold

By SIMON CONSTABLE

Barron's: A Bargain Stock to Play East African Oil

By SIMON CONSTABLE

British-based but Africa-focused, Tullow Oil could come up a gusher. 

Its shares (ticker: TLW.UK) have the potential to jump 40% or more in the next 12 months, analysts say. Investors, they argue, are giving Tullow little credit for its prospects in East Africa. Read more here.

WSJ: Index-Fund Firms Gain Power, But Fall Short in Stewardship, Research Shows

By SIMON CONSTABLE

The three largest index-fund managers have grown so big that they ultimately could hamper the performance of public companies and the economy, according to research from corporate-governance scholars. 

The researchers—Lucian Bebchuk, professor of law, economics and finance at Harvard Law School, and Scott Hirst, a law professor at Boston University School of Law—recently published two papers that raise issues for investors. Read more here.

WSJ: Cannabis ETFs Aren’t the Same

By SIMON CONSTABLE

A burning desire for pot stocks may leave unwary cannabis investors with more speculative investments than they realize.

Take two exchange-traded funds focused on the cannabis industry: ETFMG Alternative Harvest (MJ) and the recently launched AdvisorShares Pure Cannabis (YOLO). While they both purport to track the same industry, they are actually quite different. Read more here.

Cannabis Plants

Chmee2, CC BY 3.0, via Wikimedia Commons