Moderna Update: MRNA
On July 31, we discussed Moderna, one of the two big C-19 vaccine manufacturers. We discussed two situations: earnings and the longer-term trend. This article is for paid members -…
Microstrategy Update: MSTR
Bitcoin is in a period of price consolidation. MicroStrategy has an enterprise software business that generates free cash flow. This causes the stock to have a positive drift. However, the…
The Steel Industry is in Play: MT
U.S. Steel is in a takeover play by two companies: Cleveland-Cliffs and Esmark. During the industrial revolution, the steel industry was a big deal. This article is for paid members…
Home Depot: HD
Home Depot is the leading home improvement supply company. If you own a house, condominium, or apartment, you go there or visit one of its competitors like Lowes, Menards, or…
Kraft Heinz: KHC
Kraft Heinz is a food stock that we are all familiar with. They sell products we use every day. This article is for paid members - please login or subscribe…
Spotify: SPOT
Spotify is a company that wants to be the Netflix of music. This is a great ambition, but will the company ever turn the corner to profitability? This article is…
Kellogg… What’s for Breakfast: K
Some people we talk to are looking for a slowdown in the economy's growth rate but not a recession. Some seek a corrective selloff of 8 to 10% share prices.…
Carvana: CVNA
Carvana is one of those "meme" stocks we read about in the financial media. It was on death's door when someone suddenly decided to buy the stock, increasing the price.…
Expedia: EXPE
Expedia Group reported Q2 earnings last week, and the stock sold off on the news. This article is for paid members - please login or subscribe for access.
Mattel & Barbie Fever: MAT
The retro movie is having a great deal of success. This is a big deal for the entertainment industry as they have produced dud after dud. The endless failures are…