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Hut 8 | HUT

Back in February of this year, we suggested selling a cash-covered put option on Hut 8. That trade worked well, and we think it is time to lather, rinse, and repeat. For those who do know the Company, Hut 8…
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APA Corp | APA

We believe the oil trade is a situation where we expect oil prices to be higher for longer. And by longer, we mean longer than the average investor suggests. This article is for paid members - please login or subscribe…
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Charles Schwab Corp | SCHW

We have not talked about the Charles Schwab Corporation in some time. Given its current technical setup, we think it makes sense to take a fresh look. This article is for paid members - please login or subscribe for access.
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DLocal | DLO

Today, we return to emerging markets and a payment company, DLocal. Although we discussed it previously, DLocal is a company that few of our readers know about. We like the stock as it fits two investment themes we have right…
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Qualcomm | QCOM

For those paying attention, the share prices of chip companies have rallied to heights few could have imagined just a few months ago. This situation begs the question: are there any opportunities left? This article is for paid members -…
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Berkshire Hathaway | BRK.B

Today, we revert to one of our favorite companies, Berkshire Hathaway. This conglomerate is a company that continues to perform on its financial metrics even while the stock wanders in the wilderness. This article is for paid members - please…
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March 24, 2026
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November 12, 2022
December 3, 2019
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Boeing (BA): Still On a Flight to Nowhere

The story at Boeing is unchanged. They are still trying to figure out how they are going to resolve their problems with the 737 Max. This article is for paid…

December 2, 2019
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Wynn Resorts (WYNN): It’s a Gamble

Mr. Steve Wynn build a number of great casinos in his day. Specifically, Mr. Wynn oversaw the construction and operation of the Golden Nugget, the Golden Nugget Atlantic City, The Mirage,…

December 2, 2019
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The Week Ahead | 12/02/2019

The Stocks rallied last week to new record highs as they marched lock step in the bull investors favor.  Trading on blind optimism continued to fuel the risk-on behavior.  The…

December 1, 2019
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Starbucks (SBUX): Time for a Coffee Break?

Starbucks, the company that brought quality and so might say, "overpriced" coffee to the masses is a real success story. It's one you gotta love. The company delivers a quality…

November 26, 2019
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First Solar (FSLR) Lather, Rinse & Repeat

First Solar is one of those stocks that we want to love, but not for the reason the CO2ers would have us believe. This article is for paid members -…

November 26, 2019
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Do You Baidu (BIDU)?

The Chinese government finds itself in a bit of a bind these days. They have abused the global trading rules, by protecting their markets from imports and subsidizing exports. Also,…

November 23, 2019
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Tesla Does an Oops on the Cyber Truck

Murphy's Law. "Anything that can go wrong, will go wrong." Elon Musk and Tesla, Inc. held a new product event to unveil their new vehicle known as the Cyber Truck.…

November 20, 2019
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Tesla’s Cybertruck May Carry Bears to the Woodshed.

Elon Must is scheduled to unveil Tesla’s “Cybertruck” pickup tomorrow. It’s a big deal. I’ve long been perplexed by why Elon and Tesla focused on cars when the most profitable…

November 20, 2019
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Amazon Inc. (AMZN) Return to the Jungle

Amazon Inc (AMZN) is "the" growth stock of the last 20 years. As it became the big guy on the block, many institutional investors bought the stock and went for…

November 19, 2019
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WFC: Wells Far Going Higher? or Just a Head Fake

Wells Fargo is one of the big banks that dominate the US financial services markets. They participate in the consumer,  business, and investment banking arenas.  The company has traditionally been…

November 18, 2019
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The Week Ahead | 11/18/2019

  Happy Monday. Good Luck out there this week. Global Spotlight Week Ahead: Escalations in Hong Kong. The situation in Hong Kong has entered a new, more violent phase, but the worst may…

November 16, 2019
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Returning to Rates (TLT)

The debate around interest rates rages on. The price of long-term bonds has been rising relentlessly for the past 10 years. The bulls argue that long-term interest rates will continue…

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