Big Lots (BIG)
Big Lots was a company that navigated the shutdown very well. Just like Costco (COST), they sell a multitude of products. But they also sell food, so they were allowed…
MicroStrategy (MSTR)
MicroStrategy Incorporated provides enterprise analytics software and services to corporations and governments the world over. It is also the most significant corporate holder of Bitcoin. This article is for paid…
Range Resources (RRC): Its a Gas
The oil and gas sector is one of the more out of favor if not hated sectors. The politics around energy is very harmful, and the current administration is very…
Micron Technology (MU) Reports Big, Trades Small
Micron Technology recently reported 2nd quarter earnings, and their financial performance was impressive. But given the way the stock has traded since, it appears investors wanted more. This article is…
Fox Corporation (FOXA)
Sometimes particular sectors of the equity market are cheap or expensive relative to the overall market. This perceived cheapness or richness is a function of investor sentiment. This article is…
AMC: AMC Entertainment Holdings
AMC Entertainment Holdings is one of the Reddit, WallStreetBet stocks that have been in the headlines quite a bit over the last several months, and the stock price has gyrated…
Oil & Exxon Mobile (XOM)
The economy is on the mend, people's lives are returning to normal, and we are happy to see it. This article is for paid members - please login or subscribe…
XLNX: Xilinx
The chip shortage continues, and many people wonder who long it will go on. We think it will go on for some time, perhaps a year or more. But at…
The GEO Group (GEO)
To our eyes, most REITs seem to be perpetually over-valued. Investors seem to take the high-dividend payout equity as a bond substitute. This argument ignores the fact that REITs tend…
Freeport McMoRan (FCX)
Freeport McMoRan is a company Mark knows quite well. In his days as a project financial, he worked on deals to finance the company's copper, gold silver, and molybdenum mine…