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Expedia: EXPE

Summer is around the corner, and that means families will be going on vacations. One way people figure out what they want to do is to shop for vacation ideas on sites like Expedia, where they can find prearranged vacation…
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Campbell Soup Company: CPB

As mentioned in other posts, regular people complain about the price of food (and rent). We have also discussed the slowdown in fast-casual dining. This article is for paid members - please login or subscribe for access.
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The Mosaic Company: MOS

Today, we return to one of our favorite topics: food. But not in the way you think. We are going to talk about Mosaic, a company that manufactures fertilizer for industrial farming uses. This article is for paid members -…
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Albertsons Companies: ACI

Grocery chains are a well-overlooked sector of the stock market. Although they may be boring businesses, they are vital to people and the economy. This article is for paid members - please login or subscribe for access.
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Berkshire Hathaway: BRK/B

The last time we talked about Berkshire Hathaway (August 2023), it traded at $360 a share. We thought that was cheap, so we suggested options enthusiasts sell a put spread on the stock. That trade worked as planned. This article…
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Fifth-Third Bancorp: FITB

After witnessing Silicon Value Bank's carnage, we have been leery of dipping into the regional banks. Sometimes, we ask ourselves, "Is that fear overdone?" This article is for paid members - please login or subscribe for access.
November 12, 2022
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Welcome to The Options Edge

Welcome to The Options Edge, your source for unique analysis and investment ideas. Investing can be one of the most intellectually and financially rewarding activities in which one can engage.…

May 22, 2024
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Open Mike

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May 22, 2024
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Expedia: EXPE

Summer is around the corner, and that means families will be going on vacations. One way people figure out what they want to do is to shop for vacation ideas…

May 21, 2024
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Campbell Soup Company: CPB

As mentioned in other posts, regular people complain about the price of food (and rent). We have also discussed the slowdown in fast-casual dining. This article is for paid members…

May 20, 2024
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Open Mike

On Monday’s episode of Open Mike, Mike discusses expectations of uncertainty regarding the returns of the S&P500 (SPY) as measured by the VIX and how it might relate to the…

May 20, 2024
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The Mosaic Company: MOS

Today, we return to one of our favorite topics: food. But not in the way you think. We are going to talk about Mosaic, a company that manufactures fertilizer for…

May 18, 2024
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Open Mike

In Wednesday’s episode of Open Mike, Mike discusses the CPI, Walmart (WMT), Starbucks (SBUX), and Commodity prices.

May 18, 2024
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Albertsons Companies: ACI

Grocery chains are a well-overlooked sector of the stock market. Although they may be boring businesses, they are vital to people and the economy. This article is for paid members…

May 16, 2024
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Copper & Gold Update

An exciting phenomenon just happened in the copper market. It broke out to new all-time highs. This article is for registered members - please login or click here to subscribe or register…

May 15, 2024
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Options Expiration

Standard monthly options expire at the end of the week, and we have several trades to close. This article is for registered members - please login or click here to subscribe or…

May 13, 2024
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Open Mike

In this episode of Open Mike, Mike discusses the efficient market hypothesis and the wisdom of crowds. He then discusses individual companies and stocks, such as Costco (COST), Nvidia (VNDA),…

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