Precious Metals: SLV
One of the greatest conundrums faced by fundamental investors is precious metals. Here we are, price inflation is running wild, yet precious metals are falling like a brick. - Pun…
More Thoughts on What to do with the Semis: SMH, AMD & INTC
One of the big winners during the C19 lockdown was the tech stocks in general and the semiconductor stocks in particular. People rushed out to buy computers, cameras, lights, etc.,…
Ford: F
The auto companies are caught in two strong cross currents. The economy is under stress, so sales could slow. However, the lockdown took significant production out of the mix and…
Twillio, Is there any Hope? TWLO
Twillio is a company that finds itself in the cross hairs of decentralized business models. Will they find a way out, or are they headed to the dustbin of disruption…
Cleveland Cliff: CLF
Cleveland Cliffs is an interesting situation. Wall Street analysts universally hate the company. The reason why is one of those two-handed situations. This article is for paid members - please…
Splashing Splunk: SPLK
The last time we looked at Splunk was April 20, when we thought the stock price had started a bear move, and we thought more downside was in the stock's…
It’s What You are Sure of that will Kill You: SMH
Investing is a dangerous endeavor that traders confront every day. There is what the trader thinks. There is the truth, which is unknowable. Finally, there is what everyone else thinks.…
Dr. Horton (DHI) I Have a Pain
The equity markets have been delivering quite the short squeeze the past few days. The big worry was that the Fed would increase its target overnight rate by 100 basis…
Suncor: SU
Suncor is a different kind of oil production company. For one, they do not have to explore for oil. They know where to find it. It sits in the oil…
T-Mobile (TMUS): Time to Hang Up the Phone
T-Mobile has been the big winner in the mobile phone space. They took on the giants ATT & Verizon and won. Good on 'em. We love a story where David…