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…
Apple Update: AAPL
Apple is one of the magnificent seven. It has been one of the big outperformers for good reason. The company mints money. This article is for paid members - please…
War=>Inflation: VALE, BHP & RIO
One of the hidden secrets of economic analysis is that war leads to inflation. Few think through the argument, but after looking at the data, the connection is clear. This…
The First Sign of a Top & Correction
The price action of stocks, as measured by the Dow Jones Industrial Average, S&P500, and the NASDAQ composite, is showing signs of weakness. This article is for paid members -…
NVIDIA: NVDA
Many have been asking questions about NVIDIA. The owners of the stock want to know when they should sell the stock. The more aggressive ones want to know, if and…
Salesforce: CRM
Salesforce is an enterprise software company. Those who follow us at TOE know we do not like these companies from an investor perspective. This article is for paid members -…
McDonalds: MCD
McDonald's has been a big winner for investors since the bottom of the financial crisis. Oddly, the press has not paid much attention to fast-food restaurants. This article is for…