Carvana: CVNA
Carvana is a company that tries to bring convenience to buying and selling cars. It is a nice idea, but the company cannot seem to make a buck doing it.…
The Campbell’s Company: CPB
Campbell's is one of our favorite range trading companies. The company is a profitable slow grower that trades at a reasonable price. The problem for the average investor is that…
The Biden Administration Soured the Kroger Albertsons Merger, But Might It Still Be Worth a Nibble?
On December 11th, 2024, Judge Adrienne Nelson, appointed by President Biden, granted the administration’s request for a preliminary injunction against a proposed merger between Kroger Co., based in Cincinnati, Ohio,…
Tesla: TSLA
Tesla's stock price has been on a rip since the election. A cynic would say that since Elon Musk has President Trump's ear, Tesla will get some subsidies and/or regulatory…
Range Resources: RRC
The natural gas market is finally waking up. We have been wondering when that will happen as the need for electricity is growing rapidly, and the fuel of choice in…
Macro Analysis
As the year ends, we like to look at the big picture to see how we might want to position trades in the early part of the upcoming year. This…
Going to the Dogs (part 3)
As the final installment of our 3 part “Dogs of the Dow/S&P 500” series of articles, we’re following up on Monday’s trade idea in ConocoPhillips, an idea for an “oil”…
Going to the Dogs (part 2)
In the prior article, we discussed the “Dogs of the Dow (and S&P 500)” investment strategies, in which investors rank the stocks in the respective indices by their dividend yield…
Healthcare Expenditures Keep Rising, So What Ails the Sector?
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GSK PLC: GSK
GSK is a global player in the category of ethical drugs. This article is for paid members - please login or subscribe for access.
Jerome Powell didn’t deal us a great hand, but don’t fold yet…
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KBH Homes: KBH
The equity markets are as richly priced as they have ever been. We showed a chart in yesterday's post that equities are trading at a historically all-time high price-to-sales ratio.…