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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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June 7, 2025
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Welcome to The Options Edge

November 12, 2022
November 12, 2024
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Options Expiration

Standard monthly options expire at the end of the week, and we have several trades to close. As much as we would like to say that all trades are winners,…

November 11, 2024
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The Macro

The big picture has changed. US investors have changed from neutral to somewhat bullish to "get out of my way, I have to buy some stocks." This article is for…

November 10, 2024
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How far can it Advance (Auto Parts)? AAP

Since hitting its all-time high on January 5th, 2022, Advance Auto Parts, which reports earnings this week, has grossly underperformed the stock market overall, even as its two most well-known…

November 9, 2024
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Rio Tinto: RIO

If you think China's fiscal and monetary stimulus will help the Chinese economy get back on its feet, one should expect an increase in the consumption of commodities of all…

November 6, 2024
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Buy Everything

Buy Everything. That seems to be the market's message after Election Wednesday. This article is for registered members - please login or click here to subscribe or register for free.

November 4, 2024
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Open Mike

In this episode of Open Mike, Mike discusses autonomous vehicles and the approach taken by Tesla, Waymo (Google), and Cruise. This article is for registered members - please login or…

November 4, 2024
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The Biggest Threat to Democracy

To hear proponents of either of this year's Presidential candidates tell it, their opponent is a "threat to democracy." Supporters of Kamala Harris - and Kamala Harris herself - compare…

November 2, 2024
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China Update

On September 28, we wrote a post suggesting the monetary and fiscal stimulus would be a shot in the arm for the price of Chinese stocks. This article is for…

October 30, 2024
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Open Mike

In this week's episode of Open Mike, Mike discusses Newmont Mining, gold, Alibaba, Chinese tech stocks (KWEB), United Airlines, VIX, S&P500 (SPY), Intel, and Alphabet. This article is for registered…

October 29, 2024
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Prediction Markets

As time goes on, it seems that we can bet on anything. Sports betting has always been a big deal, but it was largely ignored until the past few years.…

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