APA Corp | APA
We believe the oil trade is a situation where we expect oil prices to be higher for longer. And by longer, we mean longer than the average investor suggests. This…
Charles Schwab Corp | SCHW
We have not talked about the Charles Schwab Corporation in some time. Given its current technical setup, we think it makes sense to take a fresh look. This article is…
DLocal | DLO
Today, we return to emerging markets and a payment company, DLocal. Although we discussed it previously, DLocal is a company that few of our readers know about. We like the…
Qualcomm | QCOM
For those paying attention, the share prices of chip companies have rallied to heights few could have imagined just a few months ago. This situation begs the question: are there…
Berkshire Hathaway | BRK.B
Today, we revert to one of our favorite companies, Berkshire Hathaway. This conglomerate is a company that continues to perform on its financial metrics even while the stock wanders in…
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.