Aug 31, 2022
Aaron is back from his National Lampoon style “European Vacation” surely to put our ratings in a freefall.
Ryan starts this week with a brief review of the news to come out of the Fed’s meeting in Jackson Hole, and takes a look at the Q2 numbers from Snowflake Inc. (SNOW:NYSE), a high growth Data Cloud SaaS disruptor which jumped 20% last week.
Aaron hits the mailbag to answer a listener question on stock-based compensation and how to incorporate it into your analysis.
In our Your Stock, Our Take segment Brennan will take a look at Canadian-based telemedicine provider Reliq Health Technologies Inc. (RHT:TSX-V). A former Dog of the Week on this show back in 2018, a listener asks us to review the stock once again following is business model switching to a more recurring revenue model.
Finally, Brett looks at our Star and Dog of the week. This week’s star is well-known oil & gas company ConocoPhillips (COP:NYSE). The company posted very strong Q2 numbers driven by higher energy prices. Our Dog of the Week Intel Corporation (INTC:NASDAQ), best known for developing the microprocessors and the world's largest manufacturer by revenue of semiconductor chips, has fallen roughly 10% in the last month and 38% year to date. We let you know why? Aaron will also speak to Intel’s Just announced deal with Brookfield Infrastructure Partners L.P (BIP.UN: TSX), which we have in coverage.
