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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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Serius XM Holding: SIRI

There is only one way to describe Serius XM Holdings Stock, "It is so Bad its Good." This article is for paid members - please login or subscribe for access.

October 5, 2024
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Stock Prices Defy Gravity: Updated

The major stock market averages are either holding up or making all-time highs, depending on the index. We find this astounding, given the turmoil we see in the world. This…

October 3, 2024
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Conagra Reports a Disappointing Quarter

Conagra Brands' stock fell sharply yesterday after the packaged-food company reported quarterly earnings that fell short of analysts' expectations. This article is for paid members - please login or subscribe…

October 2, 2024
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Open Mike

In this week's episode of Open Mike, Mike discusses Conagra Brands, ETF Options Strategies, Apple, and Autozone. This article is for registered members - please login or click here to subscribe or…

October 2, 2024
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Wynn Resorts: WYNN

Another way of playing the Chinese stimulus programs is to find US companies with significant exposure to the Chinese markets. Wynn Resports fits that description. This article is for paid…

October 1, 2024
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Open Mike

In this Monday's episode of Open Mike, Mike discusses Nike, Lululemon, Put/Call Ratio, PayPal, TLT, and tax loss selling. This article is for registered members - please login or click…

October 1, 2024
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Berskhire Hathaway: BRK.B

We recently suggested traders sell a put spread on Berkshire Hathaway "B" shares. The world has changed, and traders should close that trade at a small gain. This article is…

September 30, 2024
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Tesla: TSLA

Telsa stock has been trading sideways for some time now. The reason for this is relatively straightforward. The enthusiasm for electric cars is cooling. This article is for paid members…

September 29, 2024
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Athleisure companies need to be nimble and flexible.

Nike and Lululemon are two of the most well-known athleisure stocks. Both meaningfully outperformed the S&P from year-end 2019 through the pandemic plunge to year-end 2021, and both have seen…

September 28, 2024
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China: Buy Everything

"Buy Everything" is the recommendation of David Tepper, the founder of Appaloosa Management. He is one of the most successful asset managers in the past 30 years. This is not…

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