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…
DBA: Food Commodities Price Update
Steve, one of our subscribers, asked a self-evident question this past week. "The DBA trade has been working well. With it (the trade) being so deep in the money, I…
Avoid the Deere (DE)
By all accounts, Deere is in the sweet spot. Food commodity prices are rising rapidly as Fed Chair Powel and retired Fed Chair Yellen cannot find inflation if you handed…
Kohl’s (KSS): Back to Prepandemic Levels
When the pandemic, anyone with a brick and mortar footprint took it on the chin. To keep hope alive, the management of these companies had to accelerate their plans to…
General Mills (GIS): Breakfast Time
As the growth stocks go higher and higher, the value stocks gain ground faster. It has gone on for so long that value stock will keep up under most conceivable…
Ethereum & Bitcoin
The two most significant crypt currencies are Bitcoin and Ethereum. They are the most important as Bitcoin was the first and has become the largest and most secure network. Ethereum…