Monday, July 22, 2019

TheStreet: Cal-Maine Foods Gets Scrambled as Earnings Fall on Oversupply of Eggs

By SIMON CONSTABLE

It's no yoking matter. Egg producer Cal-Maine Foods, just laid, well, an egg. Read more here.

Photo by Gabriel Gurrola on Unsplash

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.

Tuesday, July 16, 2019

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


Thursday, July 11, 2019

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.

Tuesday, July 9, 2019

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.