China “A” Shares
Back on 27-Feb-2019, we discussed the Chinese stock market. At that time, we went from neutral to bullish on Chinese equities. This was clearly a contrarian position as their stock…
Micron Technology (MU)
Micron Technologies is an example of a stock that seems to defy logic. Here we are in an expanding economy and investors price the stock as if it were about…
Is it Time to Break the Bonds?
It has been a while since we have discussed ideas in the "macro" space. This is ok with us, as we prefer to focus on individual companies and stocks. With…
Chipotle (CMG) Will the Bear Eat the Burrito?
Chipotle Mexican Grill seems to have put its food safety issues behind it and it is becoming a popular destination for people looking of a hearty, high-quality meal at a…
Viacom Inc. Entertainment on the Cheap?
Viacom, Inc. (VIAB), like its sister company we have recently discussed (i.e. CBS), is another cheap entertainment stock. One of the things we find interesting is that the tech hardware…
Is there Gold in Goldman Sachs (GS)?
Goldman Sachs (GS) has undergone an enormous change since the financial crisis. Before that time, GS was the most powerful investment bank on the planet. Companies large and small looked…
CBS Update
CBS Corporation is one of the cheapest stocks on the NYSE. It is a perfect example of how companies go in and out of favor with investors. If this were…
Update: PPL
We like electric utilities here at the Options Edge. We think it is a sector most investors find sleepy but one that should be a hidden growth industry in the…
Where are the Gold Bugs?
One of the most remarkable macroeconomic phenomenon in the market place today is the tremendous inflationary monetary policy manifested in quantitative easing and interest rate suppression. This has led to…
Flip The Switch Again on NRG
Back on 8-February-2019, we discussed the investment merits of NRG, the Independent Power Production company. At that time, we suggested investors sell a call spread on the name and that call…