Is it time to “Prepare for a Bear”?
We have been mostly bullish for most of this year. Our discipline is one in which we question what is happening with equity prices, but we respect the trend. "The…
Roll LyondellBasell Industries (LYB) Trade
Back on June 3, 2019, we discussed the investment opportunity presented by LyondellBasell Industries (LYB), the big petrochemicals company. LYB has a market cap of about $30 billion and an…
Return To South Africa
The South African stock market is one of the emerging markets we have been trading over the past few years through the ETF "EZA". Most of the time, we have…
An Income Strategy with Viacom (VIAB)
Income strategies using options are very popular. The most common strategy is the buy-write where the investor buys a stock (hopefully one that pays a dividend) and sells a call (usually…
Adjust Ford (F) & PPL Corp (PPL) Trades
One of the strategies investors can follow is to buy high dividend, value stocks that grow revenues at a pace similar to nominal GDP. To enhance that dividend yield, the…
Bull Trap or Hesitation Before the Next Leg Higher
Investors are quite confused and rightfully so. The media whipped everyone into a frenzy because of a trade dust-up described as a war. Then the market ripped higher. This article…
Fed Powell’s Statement and Adjustment to FITB Position
Yesterday, the Federal Reserve held its usual 2-day meeting to discuss the economy, both global and domestic, employment, inflation, etc. as it decides what it might want to do with respect…
Add a Crypto
We are building out our idealized crypto portfolio. The strategy we are following is quite simple. The portfolio will have two elements. (1) A core portfolio will be made up…
Apocalypse Now for ServiceNow Inc. (NOW)?
ServiceNow (NOW) is a big fast-growing tech company that most individual investors do not know much about. They are in the cloud space which is hot and growing but very competitive.…
King Dollar or Court Jester (UUP)
The US Dollar has been in a bullish phase since April of 2014. This rally occurred after a 3 year consolidation period where the value of the US Dollar versus…
What’s the Deal with Beyond Meat (BYND)?
Beyond Meat (BYND) is a food company whose stock is trading like its a go-go tech company. The company is quite simple. It makes and sells plant-based burgers (Beyond Burger)…
Get Chemically Enhanced (again) with LyondellBasell (LYB)
Today we turn our attention once again to a company we have traded successfully in the past, LyndellBasell (LYB). Over the past few years, the company has met our valuation criteria,…