Treasury Bonds
It is safe to say that in our opinion, Long-Term Bonds be they Governments or Corporates are the most overvalued asset in the market place today. But what we find…
Options Expiration (10.18.19)
Standard monthly options will expire at the end of the week. We have 9 open positions that we would like to address. It is important to reiterate that when we…
Boeing (BA)
Boeing is a company that we like to like but a product and legal challenge are standing in our way. They have been a leader and innovator in commercial jet…
Paychex (PAYX) As Good as it Gets…
Paychex, Inc. (PAYX) provides integrated human resources management services. Specifically, the company offers payroll processing, payroll tax administration, employee payment and regulatory compliance services, such as new-hire reporting and garnishment…
Netflix: (NFLX)
Netflix, the streaming media company is one of the tech-media companies we like to follow here at TOE. The company is a Wall Street darling and with good reason as…
Viacom & CBS
About a month ago, Viacom & CBS agreed to merge into one big diversified entertainment company. It is a story the investment community has been watching for years and for good…
Bonds & Repo: What’s the Relationship
We have talked a bit about the Repo Rip and what it might be signaling. Those who follow Mark on Twitter @MGuthner will see he has been talking about this…
Update: First Solar (FSLR)
Back on 14-August-2019, we discussed the investment merits of First Solar. FSLR has a lot of potential for success and is a company we would like to like. This article is for…
Southwest Airlines
Back on 30-July-19, we took a bullish position in Southwest Airlines. That trade came to an end last Friday and we thought the situation deserves another look. This article is for…
Equity Market Update
The equity markets are frustrating both the bulls and the bears. Just when the bulls think a tradable rally is underway, the price of the major equity averages rollover. As…