CrowdStrike | CRWD
As you know, we are generally bullish here at TOE, and for good reason. Looking back 100 years, equity returns at positive 73% of the time on a year over…
As you know, we are generally bullish here at TOE, and for good reason. Looking back 100 years, equity returns at positive 73% of the time on a year over…
It's time to do an update on our Rio Tinto trade. Recall that Rio Tinto is a giant, diversified mining company that operates globally. This article is for paid members…
On September 3, 2025, we suggested that traders sell a cash-covered, near-the-money put on Starbucks common stock. We took this position because, while the company is in restructuring mode, we…
GE Aerospace's impressive rally since its spinoff from General Electric has captured investor enthusiasm; This article is for paid members - please login or subscribe for access.
Palantir Technology is a company we have been watching with keen interest. It is a darling of both defense and AI investors. The reason is simple. The company specializes in…
Today, we are going to discuss a favorite, slow-growing, yet highly profitable company that few investors pay attention to. It is Bath & Body Works. I got back on my…
The fast food industry has been struggling lately. McDonald's stock price is down, and Chipotle's stock price has fallen hard. Wendy's, the company that is the topic of today's note,…
As our readers are aware, we like Bitcoin as a long-term investment. So long as the Federal Government of the US, every European nation, and most emerging market governments run…
Cisco was an internet darling. At that time, it was one of the most valuable publicly traded companies out there. The reality set in. This article is for paid members…
It's time to revisit Berkshire Hathaway. BRK.B is one of our favorite boring stocks. The company never has a big announcement, and they make money every year. This article is…
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