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Crude Oil Update | USO, XOM, APA, SU

We are crude oil bulls from an investor perspective. But as oil users, we would like to see it come down. But what we like does not matter. It is our job to figure out what the market is going…
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Bookings Holdings Inc | BKNG

Sometimes you find a stock you are in sync with, and it trades well. Booking Holdings is one such stock for us. This article is for paid members - please login or subscribe for access.
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Alphabet | GOOGL

Alphabet, the company formerly known as Google, is an interesting company. It is rooted in "old tech" like Search, which drives current cash flow. But the company is making significant investments in "new tech" like quantum computing and AI. This…
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Micron Technology | MU

Almost all of the trade suggestions over the past year have been bullish. We have gone this route because 1) the economy is strong, 2) the AI infrastructure buildout is good for old economy stocks like utilities and construction, and…
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Chipotle Update | CMG

We have been with Chipotle Mexican Grill since June 2026. We were looking for a turnaround, and that process seems to be taking longer than we originally expected. This article is for registered members - please login or click here…
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Netflix | NFLX

Netflix has fallen off investors' radar. This is evidenced by the fact that the stock price has gone nowhere since 2018. This article is for paid members - please login or subscribe for access.
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March 24, 2026
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Disney (DIS) Update: Will the Mouse Continue to Roar?

Back on 30-December-2018, we took a look at Disney, the entertainment giant. We noticed that its share price fell sharply in December along with the rest of the market. Specifically,…

February 11, 2019
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The Week Ahead | 2/11/2019

Global Spotlight Are Maduro’s Days Numbered? The United States is working with Brazil and Colombia to deliver humanitarian assistance to the Venezuelan border. And on Feb. 13, Colombian President Ivan…

February 10, 2019
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Advanced Micro Devices (AMD)

Until a couple of years ago, Advanced Micro Devices, Inc. (AMD) was Intel's weak little brother. They made x86 microprocessors for laptop and desktop computers that were typically very good…

February 9, 2019
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Medical Professions Opinion on Brexit

Seems to us, the traditional news media, politicians et al have taken the whole issue BREX far too seriously. If you listen to the dialog, one would think Briton would…

February 8, 2019
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Is there Energy in NRG?

We like the utility industry. On a risk-adjusted basis, investors earn a fair rate of return and the volatility of those returns are relatively easy to live with. But electric…

February 6, 2019
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ConocoPhillips (COP): An Alternative to the Commodity

Yesterday we discussed the price of oil and stated that in our opinion, the price of oil is likely to continue higher over time. We are not looking for a…

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A Crude Update (USO)

Back on 27-December-2018, we discussed the price of oil and suggested investors sell a put spread, as we were looking for a bounce. Market psychology was looking pretty negative and…

February 4, 2019
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The Week Ahead | 02/4/2019

Global Spotlight Know what is going on outside the US Market. that is what a wise ttrade once told me.Stratfor has a good rundown of what is happenning. As Expected,…

February 3, 2019
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Tesla The Next Move or Not

Tesla just reported 4th Quarter and Full year earning for 2018 a few days ago. There was a great deal of back and forth from the financial press as commentators tried…

January 31, 2019
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Silver Update: (SLV)

We have written a number of articles on the precious metals the last 3 or 4 months, not because we are gold bugs or members of the "dollar is going…

January 30, 2019
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I Do for Baidu

Baidu, Inc. (BIDU) is a Chinese language internet search company, which engages in the provision of internet search and online marketing solutions. We like to think of BIDU as a…

January 29, 2019
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Federal Realty Trust (FRT) Update

Last week, we made a trade suggestion that investors should consider fading the rally in Federal Realty Trust (FRT). It seems we were a bit early on the idea, so we…

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