Hewlett Packard Enterprises Update | HPE
On December 9, 2024, we suggested traders sell a cash-covered put on Hewlett Packard Enterprise when the stock traded at $23.11, as we believed they would benefit from the data…
Japan & Honda | HMC
Today, we are going to take a step off the conveyor belt and talk about Japanese stocks. As a quick reminder, they peaked on 12/31/1989 and went into the doldrums…
Devon Energy | DVN
The oil and gas sector is doing well, but some companies are left behind. One such company is Devon Energy. This article is for paid members - please login or…
UnitedHealth Group | UNH
UnitedHealth Group reported Q1 2026 earnings today, and the market liked what they heard. This article is for paid members - please login or subscribe for access.
Oracle Corp | ORCL
Oracle Corp has had its share of ups and downs. Recently, it has mostly been down. The reason for this is rather simple. This article is for paid members -…
MercadoLibre | MELI
Today, we return to MercadoLibre. We suggested selling an April $1,800/$1,700 put spread on February 23, 2026, for $41.75. That put spread expired worthless on Friday. This article is for…
Mosaic Update | MOS
In today's note, we wanted to revisit Mosaic, the big fertilizer company. This article is for paid members - please login or subscribe for access.
Hims & Hers | HIMS
There is another way to play the weight-loss craze: Hims & Hers... This article is for paid members - please login or subscribe for access.
Comcast | CMCSA
Cable is dead, some say. People are cutting the cord, and in time, there will be nothing left. We think a misunderstanding of broadband drives this idea. This article is…
Air BNB | ABNB
Air BNB is not my (Mark) cup of tea. But I do understand that I am outside the circle of younger people who are willing to go out on a…
CVS Inc | CVS
On April 11, 2025, we suggested that income-oriented investors execute a buy-write on CVS, the healthcare maintenance company. This article is for paid members - please login or subscribe for…
United Parcel Service | UPS
United Parcel Service (UPS) is an American multinational package delivery and supply chain management company, widely recognized as one of the world's largest logistics providers. This article is for paid…