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…

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…

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.

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 -…

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.

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…

Is It Time to Hedge Once Again?

The equity markets are at an interesting juncture. After ripping higher since the election, equities, in general, have begun to move sideways. When that process started differs by market cap.…

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