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Booking Holdings | BKNG

The summer travel season is upon us, and people are formulating and implementing plans for a little R&R. That said, investors are down in the dumps on travel & leisure stocks like Booking, as they believe rising oil prices will…
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Exxon Mobile | XOM

We have been talking about the Iran war for months, and we have said that whatever happens, it will not end quickly. This article is for paid members - please login or subscribe for access.
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Adobe Systems | ADBE

Fears about AI have hammered many software stocks. The enterprise software companies like PeopleSoft, ServiceNow, Salesforce, and Oracle have been particularly hard hit. This article is for paid members - please login or subscribe for access.
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Super Micro Computer Inc | SMCI

Has Super Micro Computer hugged the cactus long enough? This article is for paid members - please login or subscribe for access.
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The Hersey Corporation | HSY

On January 24, 2026, we suggested selling a put spread on The Hershey Company as we thought the stock was turning from bearish to bullish. Turns out that was a lucrative trading strategy. This article is for paid members -…
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Space Exploration Technologies Corp (SpaceX) & EchoStar | SPCX & SATS

With SpaceX getting closer to becoming a public company, we thought it made sense to talk about the issue, as it is likely to be the largest or second-largest IPO after Saudi Aramco. This article is for paid members -…
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March 24, 2026
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Rio Tinto Update | RIO

It's time to do an update on our Rio Tinto trade. Recall that Rio Tinto is a giant, diversified mining company that operates globally. This article is for paid members…

November 12, 2025
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Office Hours | Share Repurchasers, WFC, MSTR

In this week's episode of Office Hours, Mike & Mark discuss the wisdom of passive investing with a tailwind. Specifically, they discuss the wisdom of investing in an ETF that…

November 11, 2025
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Starbucks | SBUX

On September 3, 2025, we suggested that traders sell a cash-covered, near-the-money put on Starbucks common stock. We took this position because, while the company is in restructuring mode, we…

November 9, 2025
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GE Aerospace is at all-time highs, but there are significant risks.

GE Aerospace's impressive rally since its spinoff from General Electric has captured investor enthusiasm; This article is for paid members - please login or subscribe for access.

November 8, 2025
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Palantir Technology | PLTR

Palantir Technology is a company we have been watching with keen interest. It is a darling of both defense and AI investors. The reason is simple. The company specializes in…

November 5, 2025
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Bath & Body Works | BBWI

Today, we are going to discuss a favorite, slow-growing, yet highly profitable company that few investors pay attention to. It is Bath & Body Works. I got back on my…

November 4, 2025
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Office Hours | KMB & More

In this week's episode of Office Hours, we discuss the stresses on the banking systems that nobody is talking about. We go on to discuss Palentire with the idea that…

November 3, 2025
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Wendy’s | WEN

The fast food industry has been struggling lately. McDonald's stock price is down, and Chipotle's stock price has fallen hard. Wendy's, the company that is the topic of today's note,…

November 1, 2025
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What’s the Deal with Bitcoin | BTC & MSTR

As our readers are aware, we like Bitcoin as a long-term investment. So long as the Federal Government of the US, every European nation, and most emerging market governments run…

October 29, 2025
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Cisco Systems | CSCO

Cisco was an internet darling. At that time, it was one of the most valuable publicly traded companies out there. The reality set in. This article is for paid members…

October 28, 2025
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Office Hours | BRK.B

In this week's episode of Office Hours, Mike & I discuss gold, inflation statistics, and Berkshire Hathaway. This article is for registered members - please login or click here to subscribe or…

October 27, 2025
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Berkshire Hathaway | BRK.B

It's time to revisit Berkshire Hathaway. BRK.B is one of our favorite boring stocks. The company never has a big announcement, and they make money every year. This article is…

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