Fifth-Third Bancorp: FITB
After witnessing Silicon Value Bank's carnage, we have been leery of dipping into the regional banks. Sometimes, we ask ourselves, "Is that fear overdone?" This article is for paid members…
Synchrony Financial: SYF
If you look at the broad market averages, as we often do, stocks look very expensive. But we have to remember that we live under the Magnificent Seven regime. These…
Humana: HUM
Health management companies have been under pressure lately, and the reason for this is not altogether surprising but, of course, difficult to predict ahead of time. This article is for…
APA Inc: APA
The oil and gas market surprises us these days, but that does not mean there is nothing intelligent to do. We have been patient, waiting for the old trend to…
China Internet Stocks: KWEB
China's internet stocks took a severe beating in 2021, reaching a low by the end of 2022. The 80% fall in KWEB, the ETF that tracks China's Tech stocks, is…
Micron Technologies: MU
Will the semiconductor stocks go from hero to zero? This is the question on our minds. This article is for paid members - please login or subscribe for access.
Blackrock: BLK
Blackrock is one of the most prominent asset managers in the world. If there were ever a company that discovered a secret sauce, it would be called BlackRock. The reason…
Broadcom: AVGO
Chip stocks have been on a tear for the past year or two. One might expect the trend to continue as the government offers subsidies to companies that build manufacturing…
Phillipps 66 Update: PSX
On February 7 of this year, we suggested that people buy Phillips 66 stock and sell an out-of-the-money call against it to generate some income and leave room for some…
ServicesNow: NOW
ServiceNow is another one of the many enterprise software companies that help other companies run their businesses. The companies as a group tend to grow revenue fast but grow earnings…