Advanced Micro Devices: AMD
AI is all the rage, and NVIDIA is clearly the winner at this stage of the game. At the same time, there are people out there who think the current…
Adobe: ADBE
Over the past few months, we have proposed a slew of bullish ideas even though we are trying to find an equal number of bullish and bearish ideas. We did…
Thoughts on the Macro Picture
As a new month starts, Mike decided to share some thoughts on the big picture with some implications for investment strategy. This article is for paid members - please login…
Hersey: HSY
The price of cocoa has been on a wild ride. Naturally, this has had a significant effect on the price of Hersey stock. This article is for paid members -…
American Airlines: AAL
We do not know what this is, but it seems that companies in the travel and leisure sectors are among the most undervalued sectors. Stocks are trading too cheaply one…
Pfizer: PFE
Now that the C19 situation is over, most investors have given up on Pfizer, but there is more to the company than meets the eye. This article is for paid…
American Electric Power: AEP
We have not talked about utilities much here at TOE, as they tend to see two counter-acting forces in play at the industry level. This article is for paid members…
Expedia: EXPE
Summer is around the corner, and that means families will be going on vacations. One way people figure out what they want to do is to shop for vacation ideas…
Campbell Soup Company: CPB
As mentioned in other posts, regular people complain about the price of food (and rent). We have also discussed the slowdown in fast-casual dining. This article is for paid members…
The Mosaic Company: MOS
Today, we return to one of our favorite topics: food. But not in the way you think. We are going to talk about Mosaic, a company that manufactures fertilizer for…