Supply Chain

Dollar Tree Posts Record First Quarter, Leads Nasdaq Gainers

Edward Kim | |

Stock soared 22% Thursday.

Cisco Down 12% in Premarket Trading Thursday After Top Line Miss and Lower Forecast

Edward Kim | |

Revenue was flat year-over-year, and the company forecast a surprise decline in the current quarter.

How To Capitalize on the 'Big Shortage'

Justin Spittler | |

Have you been to the grocery store lately?

Timken Posts Record Revenue and Earnings for 2021

Edward Kim | |

Stock is near 52-week lows despite record revenue and earnings.

Shipping Companies Flush With Cash, With Some Splashing Jumbo Employee Bonuses

Frank Holmes | |

Global cargo carriers are estimated to have recorded $150 billion in profits in 2021, the first time they’ve collectively reached that figure in a single year.

The Shipping Container Was the Most Important Invention of the 20th Century

Frank Holmes | |

Malcolm McLean may be the most important person you’ve never heard of. His claim to fame? Inventing a box.

Industry Analyst on Cisco 2022 Growth Challenges: Jeff Kagan

Jeff Kagan | |

What can we expect from Cisco in 2022? As an industry analyst, I have followed many companies like Cisco and others in the telecommunications sector for decades. Recently, due to issues like the ongoing semiconductor chip shortage, supply chain delays and the coronavirus, it’s becoming more difficult for these companies to maintain balance and keep up with demand. Let’s take a look at the performance, challenges and what we can expect in 2022.

2022 Projections for Wireless, 5G, Smartphone Industry: Jeff Kagan

Jeff Kagan | |

2021 was a challenging year for the wireless and smartphone industry. Nevertheless, many in the industry continued to show strong growth thanks to 5G. Let's take a look at what can we expect in 2022.

Investment Themes To Watch in 2022

Frank Holmes | |

Exactly 12 months ago today, inflation was running at only 1.1%, oil was still under $50 per barrel and Bitcoin was trading at $18,260. Virtually no one had been vaccinated against COVID-19, and even fewer people had ever heard of the word omicron – let alone knew that it is a letter in the Greek alphabet.

Bank of America CEO Moynihan Says Consumers Spending at Fastest Rate He Has Seen

AP News | |

The head of the nation’s second-largest bank said consumers are spending “at a faster rate” than he’s ever seen but he remains concerned about how inflation and supply-chain issues will influence the economy going into the winter.

In an interview this month with The Associated Press, Bank of America Chairman and CEO Brian Moynihan said spending on the bank’s debit and credit cards has surged as the economy recovered from recession.

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