Campbell Soup: CPB
Today, we return to one of our favorite value stocks, Campbell Soup. It is a consumer staple whose stock should be performing well. But that is not the case. The…
Office Hours
In this week's episode of Office Hours, Mike & Mark discuss the economy, retail spending, and retail stocks like Target. We also discussed UnitedHealth and more. This article is for…
CF Industries: CF
Industrial farming, as it is, depends heavily on fertilizer. The primary pure-play competitors in the fertilizer space who reside in the US are CF Industries (CF), Mosaic (MOS), Intrepid Industries…
Chevron: CVX
Unlike the average investor, we like the oil & gas sector of the economy. As much as we would like to see a transition to more efficient energy sources, that…
Selling Volatility: SVXY
Selling volatility is a yield strategy. Volatility traders buy vol when it is cheap and sell it when it is expensive. Options market makers buy and sell options against stock…
Options Expiration
Once again, standard monthly options will expire at the end of the week. We have six trades with accrued profits of $749 coming to a conclusion.
Discover Financial Services: DFS
Credit card products are the most profitable products in the financial services industry. I am also the most volatile. When the economy is chugging along, defaults are low and profits…
Is Disney Turning the Corner?: DIS
When it comes to disappointments, there is no greater disappointment than Disney. Disney is a company that cannot shoot straight. That being the case, we suggested a bearish trade on…
Office Hours
In this weeks episode Mike and Mark discussed accounting, Pfizer, Apple, investing, Charlie Munger, the trade deficit, tarrifs, McDonalds, Cheezecake Factory, Microsoft, GM, valuation and capital intensity, Delta Airlines, etc.
What’s Next for Copper
The electrification of everything is proceeding on schedule. Copper is in demand as the electrical grid gets upgraded to deliver power ot vehicle charging stations and the buildout of data…