The Week Ahead | 4/8/2019
Did you catch CNBC Options Action Last Friday? Mike Khouw and Carter Worth identified the IWM – Russell 2000 as the catch up trade. The SP 500 is hitting…
Dude… Can You Give Me a Lyft?
Lyft, Inc. (LYFT) became a publicly held company on March 29. The IPO price was $72 a share which gave the company a market capitalization of about $24.3 billion dollars.…
China “A” Shares
Back on 27-Feb-2019, we discussed the Chinese stock market. At that time, we went from neutral to bullish on Chinese equities. This was clearly a contrarian position as their stock…
Micron Technology (MU)
Micron Technologies is an example of a stock that seems to defy logic. Here we are in an expanding economy and investors price the stock as if it were about…
Is it Time to Break the Bonds?
It has been a while since we have discussed ideas in the "macro" space. This is ok with us, as we prefer to focus on individual companies and stocks. With…
The Week Ahead | 4/1/2019
Happy Monday. Good Luck out there this week. Global Spotlight Third Time’s (Not) the Charm. The British House of Commons rejected Prime Minister Theresa May’s Brexit deal a third time on…
Chipotle (CMG) Will the Bear Eat the Burrito?
Chipotle Mexican Grill seems to have put its food safety issues behind it and it is becoming a popular destination for people looking of a hearty, high-quality meal at a…
Viacom Inc. Entertainment on the Cheap?
Viacom, Inc. (VIAB), like its sister company we have recently discussed (i.e. CBS), is another cheap entertainment stock. One of the things we find interesting is that the tech hardware…
Is there Gold in Goldman Sachs (GS)?
Goldman Sachs (GS) has undergone an enormous change since the financial crisis. Before that time, GS was the most powerful investment bank on the planet. Companies large and small looked…
CBS Update
CBS Corporation is one of the cheapest stocks on the NYSE. It is a perfect example of how companies go in and out of favor with investors. If this were…
The Week Ahead | 03/25/2019
Happy Monday. Good Luck out there this week. Global Spotlight Brexit D-Day Slides. British Prime Minister Theresa May will try for the third time to get her withdrawal agreement approved…
Update: PPL
We like electric utilities here at the Options Edge. We think it is a sector most investors find sleepy but one that should be a hidden growth industry in the…