Alphabet Inc.: GOOGL
The Federal Trade Commission is looking into Alphabet and its market behavior. They seem to think the company is abusing its dominant position in search. This article is for paid…
Amazon.Com: AMZN
Amazon.Com is the poster child for a super successful internet-turned-tech company. With an enterprise value of 1.9 trillion, the company has produced a lot of millionaires and a few billionaires…
S&P is looking a bit pricey here…
Equity market valuation metrics are financial ratios and indicators used to assess the value of a company's stock relative to its earnings, assets, sales, or other key financial measures. These…
Serius XM Holding: SIRI
There is only one way to describe Serius XM Holdings Stock, "It is so Bad its Good." This article is for paid members - please login or subscribe for access.
Conagra Reports a Disappointing Quarter
Conagra Brands' stock fell sharply yesterday after the packaged-food company reported quarterly earnings that fell short of analysts' expectations. This article is for paid members - please login or subscribe…
Wynn Resorts: WYNN
Another way of playing the Chinese stimulus programs is to find US companies with significant exposure to the Chinese markets. Wynn Resports fits that description. This article is for paid…
Tesla: TSLA
Telsa stock has been trading sideways for some time now. The reason for this is relatively straightforward. The enthusiasm for electric cars is cooling. This article is for paid members…
Athleisure companies need to be nimble and flexible.
Nike and Lululemon are two of the most well-known athleisure stocks. Both meaningfully outperformed the S&P from year-end 2019 through the pandemic plunge to year-end 2021, and both have seen…
China: Buy Everything
"Buy Everything" is the recommendation of David Tepper, the founder of Appaloosa Management. He is one of the most successful asset managers in the past 30 years. This is not…
Don’t fight PBOC
U.S. investors have heard the investment adage “Don’t fight the Fed!” which suggests investors should not make investments contrary to the policy objectives of the nation’s central bank. This is…