Corning Glass | GLW
There was a time when Cornings Glass was the talk of the town. During this time, the DOTCom bubble was in full force. Companies like WorldCom and Global Crossing emerged…
Prudential Insurance Company of America | PRU
Prudential Financial, Inc. (PRU) is a diversified financial services company. It provides insurance (including life insurance, annuities, and property and casualty insurance) and investment management services worldwide. On the investment…
Edison International | EIX
It is a rare day that we suggest investing in an old economy company based in the once great state of California. But today is an exception. This article is…
Home Improvent | LOW
The home improvement industry is in a slump. Are the institutional investors correct in their assessment? This article is for paid members - please login or subscribe for access.
Crypto Update | IBIT, ETHA & MSTR
Back on November 1, 2025, we suggested bullish trade ideas in IBIT and ETHA, the ETFs that track Bitcoin and Ether, respectively. It is now clear that we were a…
Centene Inc | CNC
Politics and healthcare. I cannot think of a more dysfunctional relationship. This article is for paid members - please login or subscribe for access.
PayPal Inc | PYPL
We discussed PayPal in August of this year, suggesting that traders sell a marginally out-of-the-money cash-covered put, with a couple of months to expiration on the stock. Those options expired…
NVIDIA Reports Earnings – Implications for MAG7 | MAGS
Today was an interesting day in the market. We were reluctant to discuss any trade ideas yesterday as NVIDIA was to report earnings before the opening. This article is for…
Options Expiration
It is that time of the month again. Standard monthly options will expire at the end of the week. As such, we have six trades coming due. Four of those…
Biotech | IBB
Here at TOE, we think (1) tech has run its course for the time being and 2) some out-of-favor sectors like Biotech are about to take the lead in the…
CrowdStrike | CRWD
As you know, we are generally bullish here at TOE, and for good reason. Looking back 100 years, equity returns at positive 73% of the time on a year over…
Rio Tinto Update | RIO
It's time to do an update on our Rio Tinto trade. Recall that Rio Tinto is a giant, diversified mining company that operates globally. This article is for paid members…