Charles Schwab Corp. (SCHW)
Everyone in the investment industry knows Charles Schwab & Company. Mr. Schwab was an industry leader that brought competitive pricing to investors big and small. The brokerage industry has changed…
TDOC: What’s Next for Teladoc?
The "stay at home" stocks are all the rage these days. The government-mandated lockdown has forced everyone to say at home or limit their activities outside of the house. This…
The Price of Oil Crashes, Who are the Winners
A few weeks ago, we made the argument that there was a good chance the price of oil would fall to $0.00 as global production of crude was at least…
SAM: The Boston Beer Company… Is It Time to Blow the Froth Off This One?
The beverage industry is in an interesting situation. The lockdown has put people in an awkward situation, to say the least. For those who are working from home, their time…
PETMed Express, Inc. (PETS)
There is a theme that has popped up all over the place amongst investors. That theme is that people are going to continue to spend or perhaps spend more heavily…
Close Trades & De-Risk
The equity markets are in what we believe to be a corrective bounce after an extremely severe, if not the most severe, selloff in market history. By the end of…
Netflix (NFLX): The Repurposed Stock
Netflix continues to be an interesting story. For years now, the company enjoyed rapidly growing sales. To get that sales revenue, the company had to spend an ever-increasing amount on…
PVH, NKE: What to Wear in the Apparel Section
We have not given much thought to the apparel sector of the stock market/economy as we believe that the manufactures and retailers were going to get hard. Instead of suggesting…
UUP: Hard to Believe, But There is a Dollar Shortage
The Fed launched essentially “unlimited” money printing/monetary stimulus, call it what your will. Congress, not to be outdone, Congress approving a $2 trillion package. Take a look at the value…
Slip, Sliding Away
The equity markets had their little party after the government passed the biggest giveaway in the country's history. There are parts of the bill that we like and are suitable…