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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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Don’t fight PBOC

U.S. investors have heard the investment adage “Don’t fight the Fed!” which suggests investors should not make investments contrary to the policy objectives of the nation’s central bank. This is…

September 25, 2024
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Open Mike

On Wednesday's episode of Open Mike, Mike discusses Pfizer, CarMax, Vail Resorts, Genius Sports, Costco, and the S&P 500. This article is for registered members - please login or click…

September 25, 2024
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eBay: EBAY

Bay, Inc. (EBAY) operates e-commerce platforms that connect buyers and sellers worldwide. Since the company has matured, the financial media pays it no attention. We think that creates opportunity. This…

September 24, 2024
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Open Mike

In this Monday's episode of Open Mike, Mike discusses nuclear energy, Fluor, Alibaba, KWEB, KR, Meta, Micron, Costco, Technology, Kraft Heinz, Conagra, Hormel, CLX, and XLP, the consumer products ETF.…

September 24, 2024
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US Steel: X

U.S. Steel finds itself in a bit of a political twist. The company received a generous takeover offer from Nippon Steel, but the government and the United Steelworkers Union are…

September 23, 2024
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Albertsons: ACI

Move over John Maynard Keynes, Murry Rothbard, Ludwig von Mises, and Fredrick von Heyak, the great economist Kamala Harris has diagnosed the inflation problem. Those greedy business people are gouging…

September 22, 2024
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Other industries are poised to benefit from the increase in power demand associated with AI.

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September 21, 2024
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Berkshire Hathaway: BRK/B

One of the big beneficiaries of the great bull market in stocks is Berkshire Hathaway. This article is for paid members - please login or subscribe for access.

September 18, 2024
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Open MIke

In Wednesday's episode of Open Mike, Mike discusses Gold and Equities in light of the Fed 50 basis point cut in the overnight Fed Funds rate. He goes on to…

September 18, 2024
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CVS Health Corporation: CVS

CVS Health Corporation is the Roger Dangerfield of the health management companies. Investors will not give the stock any respect. This article is for paid members - please login or…

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