Comstock Resources | CRK
For those who follow our work, they will know that we like Range Resources in the natural gas production space. They have vast natural gas reserves and can produce it…
Fiserve | FISV
Is Fiserve a buy-the-dip situation? But before we get to that, who is Fiserve and what do they do? This article is for paid members - please login or subscribe…
Hersey Food Corp | HSY
Hershey Foods is an iconic brand, but just because they are a premier producer of chocolate and non-chocolate confectionery products (such as gum and mint refreshment products, including mints, chewing…
Lamb Weston Holdings | LW
Lamb Weston, we hate you... At least that is what the investment community is saying these days. This article is for paid members - please login or subscribe for access.
Adobe | ADBE
AI is impacting software companies, and there is a view that it will inflict greater damage on software than on most other industries. This phenomenon is creating a new class…
Magnificent 7 | MAGS
On November 20, 2025, we argued that the Mag 7 stocks had reached a plateau and were likely to trade sideways for a while. To capitalize on this thesis, we…
Crude Oil | USO
The price of oil has been moving up over the last few days, and the financial media is getting more excited than a dog with two tails. This article is…
Options Expiration
It's that time of the month again. Standard monthly options will expire at the end of the week. 13 trades will expire. 11 are in the black, and 2 are…
Bitcoin | BTC
Bitcoin has been frustrating the bulls for at least a year. One should not be surprised, as the bullishness was off the charts. Name-brand players like Plan B and Thomas…
Vistra Corp | VST
Vistra Corp agreed to pay $4 billion for 10 natural gas-fired power plants in the US Northeast and Texas to expand the electricity supplier’s generation capacity in fast-growing energy markets.…
Micron Technology | MU
I friend of mine who is an RIA asked me if I thought there was still time to get in on the memory chip mania. This article is for paid…
Emerging Markets | EEM
We have been fans of emerging markets for some time, as these stocks have performed well since the global financial crisis. Asia was weak, Latin America was weak, and so…