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. Username Password Remember Me …
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…
Office Hours | Share Repurchasers, WFC, MSTR
In this week's episode of Office Hours, Mike & Mark discuss the wisdom of passive investing with a tailwind. Specifically, they discuss the wisdom of investing in an ETF that…
Starbucks | SBUX
On September 3, 2025, we suggested that traders sell a cash-covered, near-the-money put on Starbucks common stock. We took this position because, while the company is in restructuring mode, we…
Palantir Technology | PLTR
Palantir Technology is a company we have been watching with keen interest. It is a darling of both defense and AI investors. The reason is simple. The company specializes in…
Bath & Body Works | BBWI
Today, we are going to discuss a favorite, slow-growing, yet highly profitable company that few investors pay attention to. It is Bath & Body Works. I got back on my…
Office Hours | KMB & More
In this week's episode of Office Hours, we discuss the stresses on the banking systems that nobody is talking about. We go on to discuss Palentire with the idea that…