XRT: Has Retail Gone Too Far?
The stock market bounce off the March low is genuinely remarkable. The price action of retail stocks as a whole has rebounded to the point where one might ask. What…
BIG: Close Big Lots Trade
The shares of Big Lots has had quit a whiplash during the COVID crisis. When the health scare started, the stock fell like a stone. People were dumping anything that…
Trade Updates: MRNA (Moderna)
Moderna is one of those companies the world hopes can deliver on their promises. But in the world of drug and vaccine development, nothing is certain except for massive regulation…
The 20 Most and Least Profitable Companies, Per Employee
When my students ask me who they should work for, I suggest they work for a company that sells a product that they can stand behind. Within that context, I…
SPY: Roll the Volatility Trade
Professional volatility traders spend most of their effort trading volatility. They try to buy it cheap and sell it dear. If you examine who makes the most consistent profits, it…
WBA: Walgreen Boots Alliance
Walgreen Boots (WBA) is a stock we have talked about several times here at theOptionsEdge.Com. It is a company we have liked but has frustrated us. From our perspective, it…
Commercial Mortgage Delinquencies Near Record Levels
The lockdown has been a disaster for commercial real estate. Stores and restaurants have close and one can only expect more of the same. Apartment rentals are not doing much…
Alibaba (BABA)
Alibaba Group Holding Limited (BABA) is a giant e-commerce company located in China. Like all big things China, it but operates worldwide. The company has an enterprise value of $681…
MDLZ Update
Mondelez (MDLZ) is a stock we like and one we have discussed here at TOE. In particular, we have discussed a bullish calendar spread as the structure of choice around…
ALL: Allstate
The "Good Hands" Company has a new advertising campaign, "Safe Driver Save 40%." We think the accomplished actor and voice actor Dennis Dexter Haysbert with his baritone voice, is the perfect…