The Drill Down

Why digital workflow leader ServiceNow (NOW) may be ripe for a growth spurt, Palio CEO Joe Greco explains. Adobe sees customers accelerating their digital businesses (ADBE). Gun sales for Smith & Wesson (SWBI) are through the roof, but is a nationwide ammunition shortage impeding those sales? Questions surround Athira Pharma’s (ATHA) sudden CEO shuffle. 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

OceanFirst Bank CEO Chris Maher (OCFC) tells The Drill Down how he managed to improve and grow his business during the pandemic. Will proposed government investments in semiconductors boost Taiwan Semiconductor (TSM)?. Why Kroger (KR) may not be concerned with a little inflation. Lennar (LEN) offers its pandemic thesis for rising home prices. 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

Plug Power CEO Andy Marsh (PLUG) on his goal of becoming the “Amazon of hydrogen fuel.” How Oracle (ORCL) plans to dominate cloud computing, we hear from CEO Safra Catz. Is Blue Apron’s (APRN) secondary share offering a sign of distress? One-time tax filers give H&R Block (HRB) a boost -- but will they be back? 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

How Align Technology (ALGN) uses patents, data, 3D printing and artificial intelligence to stay ahead of increased Invisalign competition, Estimize founder Leigh Drogen explains. Spotify (SPOT) drops $60 million in another podcast investment taking out Alex Cooper’s “Call Her Daddy.” Lionsgate Entertainment (LGF.A) positions itself to compete with Hollywood’s streaming giants Netflix and Disney+ -- but only just a little. Blucora (BCOR) says good times are ahead when it comes to tax 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

Zscaler founder and CEO Jay Chaudhry (ZS) on preparing for future cybersecurity threats and the growing demand for zero-trust technology. Electric vehicle maker Fisker (FSR) finds fans on Wall Street while its CEO sells shares. Why Clean Energy Fuels (CLNE) is once again one of the most talked about stocks on Reddit’s WallStreetBets forum -- and how the CEO thinks he can keep up. Motorcar Parts of America (MPAA) is juggling rising demand for car parts during a automobile shortage. 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

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

The copper crown weighs heavy on the head of Freeport-McMoRan (FCX), as Global X Fund’s Jay Jacobs explains. How “nice” pays off for Workday (WDAY). Behind Okta’s (OKTA) successful “zero trust” strategy, and the lack of trust investors are showing of the company of late. And Owens & Minor (OMI) gives us a glimpse at how hospitals are changing their buying and planning for the next pandemic. 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

Is Crown Castle International (CCI) poised to be a 5G powerhouse? Palio president and CEO Joe Greco gives us his take. Trust is overrated, as “zero trust” cybersecurity company Zscaler (ZS) reports strong sales. Dicks Sporting Goods (DKS) eyes those stimulus checks as consumers prepare to go back to school. And Urban Outfitters (URBN) reports a RECORD setting quarter as “she” finally ditches the sweat pants post-pandemic. 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

IAC spins off Vimeo (VMEO), but will the video company be able to maintain its pandemic growth? Urban fashion is the secret sauce to jaw dropping growth at Citi Trends’ (CTRN). Lordstown Motors (RIDE) gives us an electric reminder that truck maker need to make trucks! And portfolio manager Lamar Villere says Medicare Advantage broker eHealth (EHTH) has plenty of room to grow and can put its accounting problems, activist investors and short sellers in the rear view mirror. 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

Can Discovery (DISCA), fueled with HBO and Warner Brothers content positions itself to be the streaming king, says Smead Capital president Cole Smead. Also, what Amazon (AMZN) could do with MGM’s iconic library of film and television. DraftKings (DKNG) mines content -- and perhaps a Bleacher Report acquisition -- to boost online sports betting. Virgin Galactic (SPCE) celebrates a successful launch and a much needed vote of confidence for its business. A failed liver disease treatment shakes NGM Biopharmaceuticals (NGM). 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

Shopify (SHOP), teamed with Google, is taking a bite out of Amazon AND Salesforce, to the benefit of sports bra and ketchup shoppers everywhere. We discuss with Rick Watson, RMW Commerce Consulting CEO. How is it that bitcoin seller Square (SQ) avoids the volatility of Bitcoin itself. VF Corporation’s (VFC) billion dollar bet on Supreme sufferers from COVID and China. And Deere & Company (DE) saw its customer base grow as people fled cities for the country during the pandemic. But, can Deere hold on to this growth? 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

How Sunnova Energy International (NOVA) is finding success in solar, leverages tax credits, and hoarding those hard-to-get semiconductors during a global shortage, with Bulls Eye Brief’s Adam Johnson. Cisco (CSCO) struggles with the global chip shortage. Hormel Foods (HRL) jacking prices on everything from peanuts to bacon to Spam. Ralph Lauren’s (RL) responds to disastrous European sales with a plan to invest in the U.S. 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

Is Lionsgate (LGF.A) the next Netflix? Or the next Disney+? Marcus Moore of Zeo Capital Advisors explains why he see's a new streaming content king. Take-Two Interactive (TTWO) reveals some of its post-pandemic strategy with a plan to launch 60 news games over the next three years. Bitcoin, Ether and XRP take a dive. Iovance Biotherapeutics (IOVA) bungles tests for a potential cancer cure, a failed drug test and a CEO headed for the exits. And the Container Store (TCS) hunts for a way to keep up with its stellar pandemic-era sales and remains in the closet. 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

Elon Musk impersonators steal $2 million from the bitcoin curious. Hoarding hurts Walmart results (WMT) as it CUTS prices to grow its food business. Cullen/Frost Bankers (CFR) AB Mendez on expanding in Texas and profiting from the paycheck protection program (PPP). Trouble in SPAC land, an SEC investigation and ephemeral business strategies of electric vehicle maker Canoo (GOEV). And acquisition after acquisition strategy of 3D printing company Desktop Metal (DM). 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

How Broadcom (AVGO) plans to keep up with chip demand from smartphone makers and continue making smart acquisitions, our guest is JoAnne Feeney, portfolio manager at Advisors Capital Management. The keys to Purple Innovation’s (PRPL) success disrupting the mattress industry and managing inflation. How Community Health Systems (CYH) is getting hospital patients to pay their bills. Apellis Pharmaceuticals (APLS) wins approval for a drug to treat a rare blood disease. 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

With fewer people dying, could it be time for Lincoln Financial (LNC)? Chuck Lieberman of Advisors Capital Management explains. Plug Power (PLUG) tries to put accounting problems and expenses behind it. DoorDash’s (DASH) optimistic forecast for 2021 with adjusted earnings. And Airbnb (ABNB) sees a return to urban 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

Is Virgin Galactic (SPCE) a zero-gravity zero? James Rasteh of Coast Capital says they should cease operations. Cybersecurity giant FireEye (FEYE) poised to help the White House fight cyber terrorists. Behind the successful turnaround of Contango Oil & Gas (MCF). A troubled blood company Haemonetics Corporation (HAE) fails to reassure investors or customers. 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

Understanding the massive changes underway at Intel (INTC) with former software engineer Kim Forrest, founder and CIO of Bokeh Capital. Plus, warning signals from Array Technologies (ARRY). Upstart Holdings (UPST) brings Artificial Intelligence to debt consolidation. Investors sour on high-tech insurance provider Lemonade (LMND). 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

Is China the key to Gazprom (EDR) maintaining global gas dominance? David Iben of Kopernik Global Investors weighs in. After burning through hundreds of millions, 3D Systems (DDD) rides the bubble again. The story behind Rackspace Technology’s (RXT) collapsing margins and lousy quarter. And Hanesbrands (HBI) hunts for the next generation of “innerwear” consumers (that’d be underwear to you and me). 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

Can Spotify (SPOT) keep growing? Clockwise Capital’s James Cakmak says yes. Pipeline king Energy Transfer (ET) says the oil patch is hotter than you know. How the hell can mall giant Simon Property Group (SPG) say it’s NOT a mall company. And we look at a cookie-less future for The Trade Desk (TTD). 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

AirBNB return to growth, explaining Bill.com’s multi-billion purchase of Divvy -- it’s more than a high-flying stock, Roku’s creepy targeting of its customers using artificial intelligence and machine learning, and after spending billions of dollars buying and selling Bitcoin, why can’t Square make money on crypto? And we look at employment numbers, Dr. Copper and the Baker Hughes rig count. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Separating good SPACs from bad with dMY Technology Niccolo de Masi, CEO of dMY Technology. Plus, Moderna (MRNA) thanks its Covid-19 vaccine as the company turns its first profit. Lee Enterprises (LEE) gives a clue about the state of the advertising market in its first year without Warren Buffett. And e-commerce marketplace Etsy (ETSY) warns of post-mask world. SEC Chairman Gary Gensler warns of crypto regulation that could affect Bitcoin, Ether, XRP and even Ripple. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Why JMP Securities CEO Mark Lehmann believes used car seller Vroom (VRM) has learned its lesson from missteps in 2020 and is convinced Vroom’s sales team will find their e-commerce footing this year. General Motors (GM) faces off with Tesla (and Ford) with its plan to embrace an electric-vehicle future. Also, Lyft (LYFT) learns it doesn’t always pay to be aggressive… at least when it comes to earnings statements. And oil giant Devon Energy (DV) decides to embrace a little more risk. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Learn more about your ad choices. Visit megaphone.fm/adchoices

Goodyear Tires’ (GT) plan to hike prices and use soybean oil to build the tires of the future with Eric Swergold, CEO of Firestorm Capital. Also, Pfizer’s (PFE) plan to vaccinate teenagers. Tyson Foods (TSN) targets vegans with new meat-free burgers. And Camping World (CWH) struggles to keep inventory stocked as Americans stock up on camping gear and guns. The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Drill Down with Cory Johnson focuses on the business fundamentals of the most compelling publicly traded companies. Today, Smead Capital CEO Bill Smead sounds off on shale producer Continental Resources’ (CLR) production ramp up and improving financial condition. We hear from Berkshire Hathaway’s Warren Buffett and his outlook on U.S. infrastructure. Also, gauging potential inflation signals from flooring maker Mohawk Industries (MHK) which did big business during the pandemic. And what a billion dollar deal for airplane and truck servicer VSE Corp (VSEC) tells us about the overall economic recovery. Learn more about your ad choices. Visit megaphone.fm/adchoices

Cory Johnson introduces us to the new Drill Down Podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices