Is it time to “Prepare for a Bear”?
We have been mostly bullish for most of this year. Our discipline is one in which we question what is happening with equity prices, but we respect the trend. "The…
Options Expiration (7.19.19)
Standard Monthly Options will be expiring at the end of the week, so we thought we should highlight the trades that are due to expire. This article is for registered…
The Week Ahead | 07/15/2019
Happy Monday. Good Luck out there this week. Global Spotlight From Foreign Policy Fracas to Freeze? As U.S. President Donald Trump tries to avoid major foreign policy debacles from upsetting his…
Twitter Earnings (TWTR)
Twitter (TWTR) will be reporting earnings on or around 26-July-2019. Many investors watch TWTR as the company's social media product is quite popular. What makes investing in the company a bit…
Roll LyondellBasell Industries (LYB) Trade
Back on June 3, 2019, we discussed the investment opportunity presented by LyondellBasell Industries (LYB), the big petrochemicals company. LYB has a market cap of about $30 billion and an…
Return To South Africa
The South African stock market is one of the emerging markets we have been trading over the past few years through the ETF "EZA". Most of the time, we have…
Close LYFT Trade
Lyft, Inc. entered the public market at the end of March 2019 with great fanfare. There was a great deal of enthusiasm by investors for both LYFT and UBER shares.…
The Week Ahead | 7/8/2019
Are we in a recession? JUN Global Manufacturing PMI (49.4 = worst reading since 2012), MAY German Factory Orders (-8.6% YoY = worst reading since SEP ’09) US Factory Orders…
Put on Your Boots with Walgreens (WBA)
Some stock seems to march to the beat of an unseen drummer. This looks to be the case for Walgreens Boots Allinace Inc. (WBA) and we think there is a good…
Happy Independence Day
As the US Citizens celebrate their liberation from the crown of England, it is useful to recall a bit of history and remind ourselves how we got here. One way to…
An Income Strategy with Viacom (VIAB)
Income strategies using options are very popular. The most common strategy is the buy-write where the investor buys a stock (hopefully one that pays a dividend) and sells a call (usually…
Close Pepsi (PEP) Trade
On 24-April-2019, we suggested investors and traders take a bullish position in Pepsi, the drink and snack company. We liked the stock on both a technical and fundamental / valuation…