The Drill Down

Cory Johnson
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Jul 16, 2021 • 30min

Ep. 54: Jacobs Engineering with Global-X’s Jay Jacobs, American Outdoor Brands, Intel, Alcoa

Will Intel (INTC) buy GlobalFoundries to accelerate chip growth? How Alcoa (AA) believes Europe’s new carbon tax could be beneficial for business. What happened to American Outdoor Brands (AOUT) e-commerce sales? Global-X’s Jay Jacobs discusses Jacobs Engineering (J) and the longevity of big money in US infrastructure. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 15, 2021 • 30min

Ep. 53: Apple with Clockwise Capital's James Cakmak, UnitedHealth Group, The Joint Chiropractic, Taiwan Semiconductor Manufacturing

UnitedHealth Group (UNH) and the return to pre-pandemic healthcare. Why The Joint Chiropractic (JYNT) is focusing on a digital strategy for future growth. Is the semiconductor shortage finally over at Taiwan Semiconductor Manufacturing (TSM)? And is Apple (AAPL) underappreciated? James Cakmak of Clockwise Capital thinks so. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 14, 2021 • 39min

Ep. 52: Purple Innovation CEO Joe Megibow, American Airlines , Lennox International , Norwegian Cruise Line

Norwegian Cruise Line (NCLH) and its CEO are ready to fight for the right to cruise with a fully vaccinated passenger list. But will Florida stand in Norwegian’s way? Why American Airlines (AAL) is betting business travel is poised for a different kind of comeback. Lennox International (LII) searches for a new CEO. And Purple Innovation (PRPL) CEO Joe Megibow tells us how to accelerate growth during a pandemic and make mattresses cool at the same time. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 13, 2021 • 37min

Ep. 51: Loop Industries CEO Daniel Solomita, JPMorgan, PLx Pharma, Conagra Brands

Loop Industries (LOOP) CEO Daniel Solomita discusses plastic waste and why his company hasn’t sold any product yet. PLx Pharma (PLXP) makes boring old drugs news again -- bringing us liquid aspirin! Why Conagra Brands (CAG) believes they have a winning inflation strategy. How does JPMorgan (JPM) stay ahead when it’s already ahead? The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 12, 2021 • 33min

Ep. 50: Fedex with RMW Commerce's Rick Watson, Virgin Galactic, Albemarle Corporation, Celldex Therapeutics

Virgin Galactic’s (SPCE) founder Richard Branson did NOT go to space, but we talk about what might be the biggest stock promotional event ever? Celldex Therapeutics (CLDX) may have found a cure for hives. As America gets greener, lithium miner Albemarle Corporation’s (ALB) big bet on renewable energy is paying off. RMW Commerce CEO Rick Watson tells us why Fedex’s (FDX) growth has only Amazon to worry about. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 9, 2021 • 41min

Ep. 49: Outset Medical CEO Leslie Trigg, Wells Fargo, Levi Strauss and Greenbrier

Silicon Valley medtech innovator Outset Medical CEO Leslie Trigg (OM). Wells Fargo ticks off Elizabeth Warren again (WFC) — is CEO Charlie Scharf to blame? Joe Biden celebrates capitalism. Greenbrier enjoys the best quarter ever for the railroads (GBC). And Levi Strauss tells us that 35% of Americans changed their waist size during Covid — and they like it! The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 8, 2021 • 40min

Ep. 48: Devon Energy CEO Rick Muncrief, Helen of Troy, GAN, WD-40

Devon Energy (DVN) CEO Rick Muncrief tells us about the technological revolution over taking the oil patch. Helen of Troy (HELE) runs afoul of the EPA. WD-40 (WDFC) is hotter than duct tape, benefitting from the isolation renovation. GAN (GAN) gets a big boost from online gambling, but bets big on land-based casinos. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 7, 2021 • 33min

Ep. 47: Atlas Technical with Sterling Partners Equity Advisors' Kevin Silverman, Opiant Pharmaceuticals, SMART Global Holdings, Phillips 66

How will rising gas prices affect oil refiner Phillips 66 (PSX)? Why Opiant Pharmaceuticals (OPNT) believes nasal sprays have huge growth potential in the drug overdose reversal market. How computer storage is sending SMART Global Holdings (SGH) sailing. And Sterling Partners Equity Advisors CIO Kevin Silverman tells us what technical services actually mean at Atlas Technical (ATCX). The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 6, 2021 • 35min

Ep. 46: Ansys with Bokeh Capital's Kim Forest, ChemoCentryx, IBM, Booking.com

Will a new amendment filing on their New Drug Application be enough of a boost for ChemoCentryx (CCXI)? Why IBM (IBM) can’t get its own email system on the cloud under control. How Booking.com’s (BKNG) underwater $500M investment in DiDi Global could sink even deeper. Plus, Kim Forest of Bokeh Capital tells us what multiphysics software company Ansys (ANSS) is planning for the future of software. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jul 2, 2021 • 43min

Ep. 45: Booking.com with Knights of Columbus Asset Advisors' Tony Minopoli, Alector Inc, Santander Consumer, Ammo Inc

Tax cheating and Trump Inc. A look at the business implications of the Trump Organization’s alleged tax scheme. Alector (ALEC): close to a cure for Alzheimers?  How Santander Consumer (SC) is making a risky car market work for their auto lending business. Why Ammo Inc (POWW) is sticking to their guns as a sales backlog stacks up. Knights of Columbus Asset Advisors CIO Tony Minopoli says Booking.com (BKNG) is seeing big boosts from summer travel. The Drill Down with Cory Johnson offers a daily look at the business stories behind stocks on the move. Learn more about your ad choices. Visit megaphone.fm/adchoices

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