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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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November 12, 2022
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Open Mike

In Monday's episode of Open Mike, Mike discusses gold, Schlumberger, ATT, VIX, SP500, William-Sonoma, Adobe, Tesla, and Palantir Technologies. This article is for registered members - please login or click…

September 17, 2024
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Options Expiration

Standard monthly options expire at the end of the week, and we have several trades to close. This article is for registered members - please login or click here to subscribe or…

September 16, 2024
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Boeing: BA

Boeing is currently facing a series of significant challenges, some of which are self-inflicted. The most urgent and critical one is the catastrophic design flaw in the 737 Max, a…

September 15, 2024
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Open Mike

In this episode of Open Mike, Mike discusses Oracle, Amazon, Google/Alphabet, ATT, and the exercise of deep puts. This article is for registered members - please login or click here…

September 14, 2024
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Adobe: ADBE

Adobe Systems has been a leader ever since it ran over Imageware Software Inc. (IWS) to win the digital image editing wars. IWS developed and patented the techniques of Object…

September 11, 2024
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Inflation and Bonds: TLT

The Bureau of Labor Statistics published its estimate of price inflation for August. The CPI was up 0.2% for the month and 2.5% for the year. This article is for…

September 10, 2024
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Tyson Foods: TSN

Tyson Foods has had its share of troubles over the past few years, but there are signs that the worst is behind the company. This article is for paid members…

September 9, 2024
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Simon Property Group: SPG

The effects of inflation are hurting the bottom half of the US population, as measured by income. Another 25% say they are just covering their monthly expenses. For this reason,…

September 7, 2024
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Rise & Fall of Countries

Countries rise as strong people work hard, live with character, and build community. These countries fall as weak people reject hard work and live off the wealth created by their…

September 7, 2024
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Open Mike

In Wednesday's edition of Open Mike, Mike discusses PPL Corp (an electricity utility), Teradyne, volatility and the S&P500, Nvidia, TLT, Capri's purchase of Tapestry, and FAST. This article is for…

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