DISCA: Discovery Communications
The media space is, at least from our perspective, an underappreciated sector in the stock market. But so are many other no-growth sectors of the economy/stock market. In a world…
5 Big Picture Trends Being Accelerated by the Pandemic
It’s been said that COVID-19 has hit fast forward on several trends, from e-commerce to workplace culture. Today, we’ll highlight five of these accelerating trends.
MIK: Michaels Companies
Michaels Companies is an off-the-run retailer that is doing much better than the average investor might expect. In one sense, it is not a purveyor of critical products. But to…
XOM: Exxon Mobile
We have been decidedly neutral to somewhat bearish on the price of oil for the past year. The SARS-Cov-2 lockdown meant people did not leave their homes to go to…
Crypto Update
Crypto had another excellent month. Last month, bitcoin was trading at $15,600, and now it is trading at $19,040 for a gain of 22%. Some people are surprised, some skeptical,…
FXI: What’s Next for China?
China is a country that people in the west are starting to love to hate. Accusations of unfair trade practices and the unleashing of SARS-Cov-2 on the human race have…
MRNA: Moderna
Moderna is one of the many companies working on a vaccine for the SARS-Covid-2, aka Covid-19. We have talked about this company in the past, and while we held the…
BRK.B Birkshire Hathaway
Berkshire Hathaway is a company most investors know. The company is run by Warren Buffet and his sidekick Charlie Munger's as their public but personal investment vehicle that is part…
DG: Dollar General Earnings
Dollar General will be reporting earnings on Thursday. We think there might be a disconnect between analyst expectations and what we believe they might say. This article is for paid…
The Price of Gold Relative to the Price of Oil has never been Higher
A 160 Year View of the Gold-Oil Ratio 2020 has ushered in a new era of prices for two historically significant assets—gold and oil. The market has driven the pair in…