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…
Albertsons Companies: ACI
Grocery chains are a well-overlooked sector of the stock market. Although they may be boring businesses, they are vital to people and the economy. This article is for paid members…
Berkshire Hathaway: BRK/B
The last time we talked about Berkshire Hathaway (August 2023), it traded at $360 a share. We thought that was cheap, so we suggested options enthusiasts sell a put spread…
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…