NKLA: Nikola Update
Well, that did not take long. The day after we discussed Nikola, the new kid on the EV block, Hindenburg Research put out a very negative research report on the…
NKLA: Looks Like There is a New Kid in Town
There has never been any doubt in our minds that competitors in the electric car spaces would come out of the woodwork. Every incumbent car company will be introducing electric…
Don’t Go LULULemon
Lululemon Athletica Inc. is a Canadian company that focuses on the retail athletic apparel and accessories category for both men & women. We know several women who buy and wear…
TLT: Bond Update
In our view, bonds & the US Dollar are the keys to the equity market's future performance. Both subjects are worth talking about, but today, we will focus on bonds.…
SPY: The Bubble Pops
We have talked about the Fed's misguided monetary policy and how they have inflated asset prices in a vain attempt to stall the recession caused by the government's shutdown of…
RGR: What is Next for Sturm Ruger & Co.
The riots that have spread across major cities around the country have people concerned about their safety. One of the average person's responses to the violence is the purchase of…
BIIB: Biogen
Biogen is a ridiculously successful company. They have developed therapies to treat or cure several debilitating diseases. The odd phenomenon about the current investment environment is that investors would rather…
AXP: What’s Next for American Express
The financial stocks have been a big lagger since the March COVID bottom. This underperformance might make sense for the financials as a group, as many people are having trouble…
INTC: Intel
Tech stocks continue to march higher. The NASDAQ was up another 1.7% yesterday. The index is comprised of growth and tech stocks confound value investors as it rises in uncharted…
Boeing (BA): Ready to Fly or Grounded for the Duration
We all know that Boeing has been hit with a double whammy. First, they have an aircraft with an unstable guidance system. Just when it looks like they are about…