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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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Bath & Body Works

Bath & Body works Bath & Body Works is a global leader in personal care and home fragrance, known for creating products that aim to make the world a "brighter, happier place through the power of fragrance." This article is…
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July 29, 2019
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The Week Ahead | 07/29/2019

This is one of the biggest weeks in economic data.  Fed Announcement, Wednesday and the non-farm payroll on Friday.  Uncertainty will breed volatility and our playbook says to sell options…

July 27, 2019
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Earnings & More: Time to Bite the Apple?

Apple Inc. (AAPL) will be reporting earnings next week. Given its one of the largest companies on planet terra and a very popular stock for both individual and institutional investors…

July 25, 2019
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Trade Updated: Fifth Third Bank (FITB)

Fifth Third Bank is a super-regional bank that TOE first discussed back in May of 2018. At that time we, we sold a put spread when the shares were trading…

July 23, 2019
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The Countries With the Highest Housing Bubble Risks

With a decade-long bull market and an ultra-low interest rate environment globally, it’s not surprising to see capital flock to housing assets.

July 23, 2019
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To Baidu or Not to Baidu before Earnings? That is the Question

Baidu is one of our favorite Chinese companies but has not been one of our favorite Chinese stocks. The company is a perfect example of a great company that may…

July 22, 2019
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The Week Ahead | 7/22/2019

The US economy continues to decelerate.   The Fed is behind the curve on the easing adjustments.  The Rest of the world is setting up to recover. This means is…

July 21, 2019
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Facebook’s “Libra,” New Boss, Same as the Old Boss

Starting in 2020, Facebook wants to offer its customers a global high-tech currency and infrastructure. The US IT giant says that this will provide many people around the world with…

July 21, 2019
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Karen Gets Sneaky with Footlocker (FL)

Foot Locker is a company we have been following for quite some time. But for whatever reason, we have not decided to discuss a trade in the name. The stock…

July 18, 2019
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Crude Oil: Out of the Spotlight, Where to next?

Crude oil has been decidedly out of the spotlight for quite some time now and for good reason. Crude oil production is growing rapidly in the United States and that is…

July 17, 2019
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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…

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