The earnings parade continues ...
Take-Two Interactive (TTWO)
"You know, if you look at the bookings, which is a key metric that we want investors to look at for video game companies, specifically, it's showing that the consumer demand for these types of leisure products is good. And, I think that a lot of these companies are based on pipeline though," Curran said.
"If we can get a type of bird's eye view of the pipeline ahead in 2020-2021 that would make it a lot more stable for investors to play," he added.
Ralph Lauren (RL)
"It's somewhat of a turnaround story still. I think that when I was looking at some analysts' notes and speaking to some people this morning, what it's talking about is controlling the inventory channel. I think it's really important for them to say that they've controlled the inventory ... so if they can continue to control the inventory, then they control the prices, then their margins go up. And that'll be, you know, a positive turnaround story for the stock heading into the long-term," Curran said.
"I think that's a very dangerous stock to play. And I think that there's a lot of better names in the cannabis space, canopy growth with its distribution partners and obviously multi-billion dollar investment. You could look at Aurora with Nelson Peltz coming on board. There's just safer plays in my view than Tilray."