HPE’s new efforts are showing growth, but Amazon looms from CNBC. I joined CNBC this evening to chat about Hewlitt Packard Enterprise’s (HPE) latest earnings announcement. Hewlitt Packard Enterprise investors got some much-needed good news today, as the company beat third quarter estimates. Shares are up over 4% after hours. Earnings came in at 31 cents...Read More

Parcels delivered figure in ZTO express earnings stands out: CIO from CNBC. I joined CNBC last night to chat about ZTO Express (ZTO) earnings. Emerging markets have had a really rough time over the past few years, due to weak demand from The US and Europe, slower growth in China, weak commodity prices, the threat...Read More

I chatted with CNBC on the prospects for health insurance stocks now that Obamacare reform is off the table. The market seems to be pricing in a rosy scenario in which health insurers can continue to pass on rising costs indefinitely. I’m not so sure. At some price — and for many Americans, that point...Read More

Could Amazon’s (AMZN) plans to buy Whole Foods Market (WFM) be thwarted by a rival suitor? I shared my thoughts with CNBC’s Dan Murphy.Read More

Yum! Brands’ (YUM) results were broadly positive, driven mostly by success at Taco Bell. EPS came in at 65 cents per share, about 8% higher than analysts’ estimates and up 17% from last year. Yum also beat revenue estimates, though by a smaller margin. Leading all of this was Taco Bell’s exceptionally strong performance, which...Read More