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General Mills: GIS

General Mills is one of our favorite consumer products companies, whose stock has struggled the past few years. The reason for its underperformance is that it became overvalued, and unit volume growth came to a screeching halt. This article is…
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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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November 12, 2022
December 23, 2024
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Going to the Dogs (part 2)

In the prior article, we discussed the “Dogs of the Dow (and S&P 500)” investment strategies, in which investors rank the stocks in the respective indices by their dividend yield…

December 22, 2024
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The Dog Days of Winter…

The "Dogs of the Dow" and the slightly less well-known “Dogs of the S&P” are stock-picking strategies focused on the Dow Jones Industrial Average (DJIA) and S&P 500. At the…

December 21, 2024
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Healthcare Expenditures Keep Rising, So What Ails the Sector?

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December 21, 2024
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GSK PLC: GSK

GSK is a global player in the category of ethical drugs. This article is for paid members - please login or subscribe for access.

December 19, 2024
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Jerome Powell didn’t deal us a great hand, but don’t fold yet…

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December 18, 2024
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Market Craters… What’s Next

Risk assets took a serious spill today. The question on everyone's mind is. "is there more to come, or is that it?" This article is for registered members - please…

December 17, 2024
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KBH Homes: KBH

The equity markets are as richly priced as they have ever been. We showed a chart in yesterday's post that equities are trading at a historically all-time high price-to-sales ratio.…

December 16, 2024
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Open Mike

In Monday's episode of Open Mike, Mike interviews Brett Friedman or Winhall Risk Analytics/OptionsMetrics to discuss Bitcoin. This article is for registered members - please login or click here to subscribe or…

December 16, 2024
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Options Expiration

Standard monthly options expire at the end of the week. We have 16 trades to close. This article is for paid members - please login or subscribe for access.

December 15, 2024
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This Gaming Stock’s Had a Bad Run – Perhaps Their Luck’s About to Change

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