Micron Technologies: MU
The fundamentals for chip stocks could not be better. There are shortages of every type of chip, microprocessor, GPU, memory, logic, etc. But the biggest producer of memory chips, the…
Federal Express (FDX): Back in the Dog House
Here we are in a world where the product transportation systems are under extreme stress. There is no slack in the system, and delays are everywhere. We see a rise…
Footlocker: FL
Foot Locker is a company that value investors follow pretty closely. The stock trades cheap, so investors looking for a hot mover tend to look elsewhere. We, however, have decided…
Baidi: (BIDU)
The Chinese Communist Party has spent the last year smacking around the large and prosperous companies that have flourished over the past 15 years or so. Their stated goal, or…
Pressing an Inflation Trade (or Not): DBA
An underlying theme we have discussed on these pages and perhaps more aggressively on Twitter @MGuthner, it that inflation is becoming a big problem. Furthermore, we do not believe it…
Crown Castle (CCI)
Back on August 14, we took a swing at the stock of Crown Castle International (CCI). At the time, we thought it was overpriced and that analysts were a bit…
Trading Bitcoin ETF Options: BITO
The Bitcoin Futures ETF with the ticker symbol BITO began trading on Tuesday. The product seems to be a big hit with investors. The ETF grew to $0.5 Billion in…
Semiconductors: SMH
We have been a bit nervous concerning stock prices as the major stock market averages were pulling back. Of particular concern was the semiconductors. The stock prices of many semiconductor…
Freeport McMoRan
Inflation is running hot. This phenomenon should not surprise anyone who has studied free-market economics. The government has a truly bizarre set of mandates that are causing inflation. Step one,…
Constellation Brands: STZ
If you are a consumer of "adult beverages," then chances are you buy a product produced or distributed by Constellation Brands. This article is for paid members - please login…