Restaurant Brands: QSR
The economy is having its issues. If you listened to the press, one might think it is a disaster. But it is not. At the same time, those who think…
Lululemon Reports Earnings December 4th, Our Thoughts: LULU
On October 24th, we suggested that Lululemon was a favorable alternative to Nike, given its low valuation and better revenue trajectory. Since that time, Lulu has materially outperformed. Lulu shares…
Berkshire Hathaway: BRK-B
We will probably like Berkshire Hathaway stock forever. We suggested a bullish trade on the stock back in September but suggested closing it a few weeks after the hurricane moved…
Novo Nordisk: NVO
Diabetes is a chronic illness that seems to keep getting worse. Some people are born with it. However, we think the primary cause is diet. In particular, we point to…
Extend & Pretend: IWM
We had trouble reading the tea leaves a few months back. We thought Kamala Harris would become president, mostly because of the press. We had a hard time accepting this…
A Tale of Two Retailers
Six well-known retailers release quarterly earnings this week. Kohl’s, Macy’s, Best Buy, Dick’s, and Burlington will report before the open on Tuesday, November 26th, and Nordstrom will report after the…
Fox Corporation: FOXA
The cable network channels have been a good investment theme for the bulls to ignore. For at least a decade now and probably pushing on two, they have had trouble…
Bitcoin: iBIT
There are a few important days in the world of bitcoin. The first was on January 3, 2009. That is the day the bitcoin network began with Satoshi Nakamoto mining…
Campbell Soup: CPB
The Cambell Soup Company is one everyone knows and one that we have talked many times about here on the TOE pages. This article is for paid members - please…
Long Term Interest Rates: TLT
One of the aspects of trading that people do not appreciate is game theory. We like to think we do calculations that determine value and then trade accordingly. The question…