STM Microelectronics: STM
Most tech and semiconductor stocks trade at growth stock PE (i.e., high). Silicon chips have found their way into virtually every product we buy, so investors see them as an…
Filler UP!: Phillips 66: PSX
Phillips 66 reported their 4th quarter and full-year financial performance on February 1. Interestingly, the company beat expectations, and the stock price moved marginally higher on the news. But in…
IWM: A Time to Hedge
Some interesting events have just occurred in the past few days that are likely to cause a shakeout. "60 Minutes" interviewed JPo, the Chairperson of the Federal Reserve Bank, to…
Etsy Inc. (ETSY): Following the Leader
On Thursday, CNBC reported activist investor Elliott Management has built a circa 13% position in the stock of ETSY. CNBC's David Faber said economic interest is a blend of shares…
Novo Nordisk Earnings Update: NVO
On January 27, we suggested traders buy a $108 strike call that expires today. The premise of the trade is that we expected the company to outperform market expectations and…
Forget About It!: TLT
The financial media has been pounding the table that interest rates are about to fall as the Fed Cuts Interest rates. This article is for paid members - please login…
Teck Resources: TECK
One industry that investors have shunned in the past few decades is the natural resource sector. These companies mine for the metals that go into the products we use every…
Ebay
EBay is a company that was a darling of speculators during the NASDAQ/DotCom bubble. Most of those companies crashed and burned. EBay, on the other hand, is one of the…
Novo Nordisk: NVO
The ethical drug company Novo Nordisk will report earnings on Wednesday, January 31. Analysts expect the company to report EPS of $0.67 on revenue of $8.7 billion. This article is…
Economy & the Cost of Government Borrowing
Everyone in the financial media is talking about an imminent cut in interest rates as if they are guaranteed to happen. But we are not so sure.