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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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Should We Be Worried about AOC’s Proposal for Higher Tax Rates

In a word, yes but hot for the next few years. So long as the Republicans hold the Senate or Presidency, we are not at risk of higher tax rates.…

January 12, 2019
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This Weeks Earnings Announcements Jan 14 to 19

Earnings season is picking up and we anxiously await what companies have to say. Will earnings flatline? If so, the bears may take control once again. Will earnings move higher?…

January 12, 2019
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Netflix… Will the Show Go On?

Netflix, Inc., (NFLX) is engaged in the delivery of television (TV) shows and movies over the Internet. The company is organized into three segments: Domestic Streaming, International Streaming, & Domestic…

January 10, 2019
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The Dollar’s Next Move

The US Dollar has been in a bullish trend for much of the past year. We think this is due to a few of macro factors that made the US…

January 9, 2019
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Time to Revisit South Africa

The investment story of South Africa is one we talk about on these pages but one we rarely seen covered by the US Financial Press. This is a bit odd…

January 9, 2019
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Earnings Season

We are back in earnings season and we think this round of earnings reports will be revealing. Analysts seem to be all over the map and the sales slowdown by APPL…

January 8, 2019
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Precious Metals Update

On 22-November-2018 we discussed the investment potential of the major precious metals, gold, platinum, and silver. We put palladium aside as it is trading in its own world far above…

January 4, 2019
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Is It Time to Repair Your AAPL?

Apple Inc is one of the most widely held stocks in the marketplace.  This should not come as a surprise as it has a market capitalization of $700 billion, which…

January 4, 2019
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The Fed Created the Volatility

We believe that the Fed is the primary culprit when talking about the business cycle and instability. Mark is not a  big fan of the Fed and believes they do…

January 3, 2019
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Now We Know Why Equity Prices are Falling… There is a Worm in the Apple

As we listen to financial commentators, analysts, portfolio managers, etc. we have heard a number of reasons why the stock market is falling in spectacular fashion. The most popular reasons for…

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