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CF Industries: CF

Industrial farming, as it is, depends heavily on fertilizer. The primary pure-play competitors in the fertilizer space who reside in the US are CF Industries (CF), Mosaic (MOS), Intrepid Industries (IPI), and Nutrient (NUT). This article is for paid members…
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Chevron: CVX

Unlike the average investor, we like the oil & gas sector of the economy. As much as we would like to see a transition to more efficient energy sources, that is just not happening. All we have to do is…
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What Ails UnitedHealth? (updated)

The Fortune 500 is an annual list compiled by Fortune magazine. It ranks the top 500 U.S. companies by total revenue and is typically released around this time each year. The list includes both publicly traded and privately held companies.…
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Selling Volatility: SVXY

Selling volatility is a yield strategy. Volatility traders buy vol when it is cheap and sell it when it is expensive. Options market makers buy and sell options against stock as they provide liquidity to the market. That removes 80%…
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Panning for yield.

Most investors, particularly when they first start investing, are primarily concerned with capital appreciation. Parents saving for a child’s college education will only withdraw from those savings once their son or daughter begins attending. Saving for a down payment on…
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Discover Financial Services: DFS

Credit card products are the most profitable products in the financial services industry. I am also the most volatile. When the economy is chugging along, defaults are low and profits are high. When the economy goes into recession, defaults and…
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$BABA earnings may have missed, but the stock is still hitting.

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United Rentals Inc. A Trade or a Trade Not Yet?

Readers of TheOptionsEdge.Com know that one of the companies we like is United Rentals Inc. (URI). Furthermore, these same readers know our process distinguishes between a good company and a…

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The Week Ahead 5-22-2017

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31 Facts About the Early History of the US Dollar

Knowing a little about the history of money is always enlightening. It helps us think about how we got here and what might be next.

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A Mises Moment: US Household Debt Rises to All-Time Highs

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Gilead Sciences (GILD): Unusual Trading Activity

Gilead Sciences is one of the great success stories in the Biotech / Pharmaceutical industry. It has produced 11 drugs for the treatment of HIV/AIDS. I remember the day when…

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A Mises Moment: Balance Sheet Normalization, Or Not

Our readers know that we have concerns about the wisdom of Quantitative Easing and the FED’s (and the ECB’s) Zero Interest Rate Policy. The Austrian School of Economics argues that…

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Hello Equity Market Volatility

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May 17, 2017
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Is Viacom (VIAB) Stock Poised for a Turnaround?

Viacom, Inc. (VIAB) is a globally diversified, entertainment company. The company creates television programs, motion pictures, games, consumer products, and social media experiences. It operates through two segments, (1) Media…

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What To Do This Options Expiration Week

Standard Monthly Options expire at the end of this week. Since we have 6 open positions to address, we thought we should discuss now so you have time to decide…

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