Discovery Inc (DISCA)
Discovery Inc is one of our favorite media companies, and we have suggested bullish positions in the stock from time to time. But then the family office and sometimes levered…
PetroChina (PTR)
After a lengthy bear market, the energy industry seems to have a bit of wind at its back finally. This article is for paid members - please login or subscribe…
Ford (F): Is the Company Waking Up from the Dead?
Ford Motor Company is an icon of American business and manufacturing. But like all mature businesses, Ford has made and is continuing to adjust to the new world. The most…
Cryptos Puke
Cryptos crash, and the over-leveraged enthusiasts puke. What else is there to say? This article is for paid members - please login or subscribe for access.
Options Expiration (21-May-2021)
Standard monthly options will expire this Friday. We have nine open trade suggestions, with at least one leg of the trade structure coming due at the end of the week.…
ATT (T) + Discovery (DISCA, DISCB, DISCK) = ????
ATT is a very cheap stock. The company has great potential, but management cannot seem to find a way to compete effectively. We think this is rather odd as ATT…
Services Now (NOW) or Never
The super high flier stocks are starting to falter. Is this a pause that refreshes, or has these companies run their course? Services Now is a company that benefitted from…
SolarEdge (SEDG): Falling off a Cliff?
The solar power industry is all the rage in this ESG (Ecology, Social, Governance) world we live in these days. The government is pushing so-called renewable energy fast and furious.…
Microstrategy Update (MSTR)
The two most underperforming large-cap assets in the crypto space are GBTC, the Grayscale Bitcoin Trust, and Microstrategy, the business intelligence company, which s heavily invested in Bitcoin. This article…
ARKK: Is the Ark about to Sink?
There is a time and place for every investment strategy and investment style. There are times when bonds outperform stocks and vise versa. There are times when foreign stocks outperform…