The Drill Down

Wells Fargo (WFC) tries to shore up its business and reputation leaning on credit cards. But will the Fed continue to cap its success? Advisors Capital Management CIO Chuck Lieberman explains. Urban One (UONE) pivots from radio stations to a casino. Vertex Pharma (VRTX) failed liver disease treatment might actually offer hope for the future. Crowdstrike (CRWD) organizes a world of threats in cybersecurity. And Tesla’s (TSLA) Elon Musk can’t get enough of Cory! The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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How MasTec (MTZ) benefits from the move to 5G, James Investment CEO Barry James explains. Coinbase (COIN) wants you to be able to invest your 401K in cryptocurrencies. FuelCell (FCEL) keeps its eyes focused on a potentially hydrogen fuel cell powered future. Restoration Hardware (RH) predicts a $1 billion quarter thanks to demand for its furniture and home goods. Ocugen (OCGN) aims to follow in Pfizer and Moderna’s footsteps with its own Covid-19 vaccine. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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Behind CarMax’s (KMX) unique focus on technology, its brick-and-mortar footprint and customer personalization— and how much do they mark up your used car! Hennessy Focus Fund portfolio manager Brian Macauley explains. Gamestop (GME) taps two Amazon (AMZN) executives to be its new CEO and CFO and tells investors the company faces a tough turnaround.  Royal Dutch Shell (RDSA) grapples with a court order to take climate change seriously.  Merck’s woman-focused spinoff Organon (OGN) struggles to find its footing. United Natural Foods (UNFI) prepares for a return to pre-pandemic food-shopping habits. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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Flotek chairman and CEO John Gibson (FTK) on how chemistry and data science are improving gas and oil drilling technology and how Flotek aims to be a green company in the fracking business. Fastly crashes the web showing just how important this San Francisco tech company is to the global internet  (FSLY). And Wendy’s is a whole lot more than a square burger, it’s a hot stock, a tech story -- and a scathing Twitter account   (WEN). Is the boom in Stitch Fix (SFIX) sales merely a result of stimulus checks? We hear from the CFO. And a look at the tax tricks employed by Jeff Bezos, Mike Bloomberg (our old boss), Warren Buffett and Elon Musk which has them paying so much less than the rest of us.  The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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Sunnova Energy founder and CEO John Berger (NOVA) on financing solar power in single family homes and expanding the lifespan of solar panels. Biogen (BIIB) celebrates the first new Alzheimer's treatment approved in 20 years. US Concrete (USCR) targets a comeback from Covid-19 pressures. Macquarie Infrastructure (MIC) unloads Atlantic Aviation and its private jet business. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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VSE Corporation CEO John Cuomo tries to turn around an important parts supplier to the Post Office and the military, all whilst dealing with COVID. (VSEC). MongoDB (MDB) takes aim at Oracle’s customer base. Forget signatures, Docusign (DOCU) sets its sights on “the agreement cloud.” BarkBox (BARK) finds its footing using technology to target its customer base -- yes, dogs! 

The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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Uber’s (UBER) big bet on delivery pays off in the pandemic. But now what? James Cakmak of Clockwise Capital explains. FireEye (FEYE) divides itself in two and shows just how different cybersecurity companies can be. Splunk (SPLK) finds that margins aren’t so puffy in the cloud. Ciena Corporation (CIEN) looks to take advantage of a global concern about China and Huawei. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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Can Square (SQ) build a lasting business on Bitcoin? And is Jack Dorsey a safer investment than Elon Musk? Exponential Investment Partners’ Kevin Riley makes the case. Oilfield titan Schlumberger (SLB) predicts dollar signs as the world recovers from Covid-19. Zoom’s (ZOOM) ambitious plans to keep its pandemic momentum going after workers return to offices. Details on iRhythm Technologies’ (IRTC) sudden ouster of its CEO as it fights for bigger payment from Medicare for it’s digital heart rate monitor. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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The business of putting II-VI’s (IIVI) lasers into Apple’s iPhones, Kim Forrest of Bokeh Capital explains. AMC Entertainment (AMC) says business is booming even though it doesn't see the movie business recovering. MicroStrategy Incorporated (MSTR) explains how accounting rules are keeping companies from buying cryptocurrencies, especially Bitcoin. Devon Energy (DVN) prepares to drill and is on the hunt for acquisition targets. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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Skyline Champion (SKY) bets big on future demand for mobile and modular homes, Kevin Silverman of Sterling Partners Equity Advisors explains. HP (HPQ) can’t get enough parts to fill demand, and prepares for a post-pandemic slow down on personal computers purchases. And the new artificial intelligence powering Yext’s (YEXT) answer to the yellow pages. But is it enough to overcome accounting problems? Plus, Ollie’s Bargain Outlet (OLLI) successful Covid-19 strategy has other retailers taking notes. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move.

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