Roll the Hedge (SPY)
For the past number of months, we have been nervous bulls. With a bullish underbelly, we have discussed several bullish ideas in the value stock arena. But to hedge ourselves,…
Robinhood Markets (HOOD)
Robin Hood, the new-fangled electronic broker that is all the rage with Millenials and Gen Zers, is continuously in the news. This article is for paid members - please login…
The Dollar. What’s Next? (UUP)
Everyone has an opinion on the dollar. The loudest voice always suggests the dollar will crash. We have heard this opinion expressed by the gold bugs continuously since 1971 when…
Peloton Reports Earnings and Disappoints (PTON) or Harry Crumb Rides a Bike
Peleton is/was the ultimate lockdown stock. Peleton brought their stationary entertainment bike to market at just the right time. People were reluctant to leave their homes, had spare time because…
Homes Are Getting Expensive; Are Homebuilders?
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Commodities & Gold Gold (RIO)
Carter thinks the gold market looks pretty tempting at the moment. From a traditional fundamental perspective, we would agree. The Fed is printing money like there is no tomorrow, and…
Tesla (TSLA) in the Cross Hairs
It looks like the Department of Transportation is finally going to hold Tesla to account. The company has been promoting the car's self-driving capability. While it is good, it is…
HyperGrowth or Money Losers (ARKK)
The recent bull market is characterized by the rally in the share prices of companies that lose money, lots of money, but promise hyper-growth. There has been nobody more confident…
Crown Castle (CCI)
Ever wonder who owns those cell phone towers you see everywhere? On such company is Crown Castle. This article is for paid members - please login or subscribe for access.
Schlumberger (SLB)
Some industries are liked. Some industries are disliked. The oil and gas industry falls in the latter category for reasons we hear about every day. This article is for paid…