BHP Group
BHP, Rio Tinto, Southern Copper, and Freeport McMoRan are among the best in the mining industry. BHO & RIO are the greatest diversified miners, and Southern Copper and Freeport are…
Open Mike & Mark
Mike and I did a live video on Friday discussing the fires in Los Angeles, the potential (or not) of recession, interest rates, and a couple of long-term investment ideas.…
Molson Coors Beverage Company: TAP
Is it time to blow the froth off a couple? We think so. The beverage stocks (TAP, BUD, & STZ) have gotten beaten up in the past few years. In…
Dell Technologies: DELL
When it came to the AI data center buildout, we thought investors should focus on Dell Technologies, not Super Microcomputer Inc. SMCI makes a good product. Still, we did not…
Netflix: NFLX
If you go back 100+ years, we see that values stocks beat growth stocks. But an odd thing happened after the great financial crisis. Growth stocks outperformed value stocks. This…
Options Expiration
Standard monthly options will come due at the end of the week. We have eight trades coming due; three are winners, and five are losers. This article is for paid…
Ark Innovation: ARKK
When one thinks of macro equity trading, one typically uses passive index ETFs to express their opinion. Want large-cap exposure? Buy SPY. If you want small-cap exposure, buy IWM. There…
Apple Inc.: AAPL
Apple is one of the stalwarts of the magnificent seven. These mega-cap companies represent about 33% of the S&P500. Many ask, "Can these companies get any bigger relative to the…
Carvana: CVNA
Carvana is a company that tries to bring convenience to buying and selling cars. It is a nice idea, but the company cannot seem to make a buck doing it.…