Going Nuclear?” Cameco: CCJ
Nuclear energy has become a thing with investors as they seem to believe the US and other Western nations will look to nuclear to power the economy of the future.…
Biogen:BIIB
The industry most diverse we can think of is biotech. It has been a bear market flow for about a decade. As a result, nobody cares about the companies trying…
BHP Group
BHP, Rio Tinto, Southern Copper, and Freeport McMoRan are among the best in the mining industry. BHO & RIO are the greatest diversified miners, and Southern Copper and Freeport are…
Open Mike & Mark
Mike and I did a live video on Friday discussing the fires in Los Angeles, the potential (or not) of recession, interest rates, and a couple of long-term investment ideas.…
Molson Coors Beverage Company: TAP
Is it time to blow the froth off a couple? We think so. The beverage stocks (TAP, BUD, & STZ) have gotten beaten up in the past few years. In…
Dell Technologies: DELL
When it came to the AI data center buildout, we thought investors should focus on Dell Technologies, not Super Microcomputer Inc. SMCI makes a good product. Still, we did not…
Netflix: NFLX
If you go back 100+ years, we see that values stocks beat growth stocks. But an odd thing happened after the great financial crisis. Growth stocks outperformed value stocks. This…
Options Expiration
Standard monthly options will come due at the end of the week. We have eight trades coming due; three are winners, and five are losers. This article is for paid…