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Dollar General: DG

Dollar General has been down in the dumps as it was not able to adjust to rising prices as well as it has in the past. Some have argued that their troubles have stemmed from low-income people having personal budgeting…
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Novo Nordisk:NVO Update

On April 23, we suggested investors take a bullish posture on NVO, the maker of Ozempic (a popular diabetes therapy) and Wegovy (the popular weight loss drug). This article is for paid members - please login or subscribe for access.
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Apple Inc: AAPL

Apple put its WWDC25 on today, Monday, June 9. The company uses this annual event to highlight to the world what they are working on and what new products will hit the shelves. This article is for paid members -…
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Kraft Heinz: KHC

Kraft Heinz is a bit of an enigma. It is simultaneously one of the great American brands and one of Warren Buffett's biggest mistakes. This article is for paid members - please login or subscribe for access.
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United Airlines: UAL

If there is an industry that is left for dead, it is the airline industry. The question contrarian investors are asking is, "is the airline idustry done for the moment or will it come back to life?" This article is…
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Bath & Body Works

Bath & Body works Bath & Body Works is a global leader in personal care and home fragrance, known for creating products that aim to make the world a "brighter, happier place through the power of fragrance." This article is…
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June 7, 2025
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Close a Few Trades

Sometimes, things go as planned, and profits come faster than expected. Like in the old "A" Team TV show, "It's nice when a plan comes together." This article is for…

February 25, 2025
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Door Dash: DASH

Investors are getting a bit leery of the hyper-growth & mega-cap stocks. We see this as the NADSAQ 100 seems to be gripping its bullish leadership role to a backseat…

February 24, 2025
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Open Mike

In this week's episode of Open Mike, @Michael_Khouw discusses Walmart, Excess Saving, Credit Car Balances, Consumer Spending, Costco, Alphabet (Google), S&P500, Palantir, the VIX, NVIDIA, and MGM. This article is…

February 23, 2025
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Big Tree Fall Hard

not see the forest for the trees idiom US : to not understand or appreciate a larger situation, problem, etc., because one is considering only a few parts of it…

February 21, 2025
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Open Mike

In today's episode of Open, Mike, Mike & Mark discuss US Treasury Debt, DOGE, and their investment implications, what's next for stocks and more. This article is for registered members…

February 21, 2025
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Tesla: TSLA

Lather, rinse and repeat. On January 4, we suggested a bearish trade on TSLA stock. This article is for paid members - please login or subscribe for access.

February 20, 2025
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Secretary Hegseth Tells DoD to Plan for Cuts. Why Have Two Defense Primes Risen?

So far in 2025, the top contractors for the US Department of Defense (DoD), often referred to as the “defense primes,” have had quite a mixed bag. Here are the…

February 19, 2025
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Options Expiration

Standard monthly options will expire at the end of the week. We have six trades coming to an end; four are in the black, and two are in the red.…

February 18, 2025
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Constellation Brands: STZ

Is it time for a drink? Warren Buffet seems to think so. Berkshire Hathaway bought 5.6 million shares for about 1.2 billion dollars. Let's take a look at why. This…

February 15, 2025
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Open Mike

In this episode of Open Mike, Micheal Khouw discusses inflation, interest rates, their impact on the government budget, and what they mean for taxpayers. This article is for registered members…

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