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Target | TGT

We have been waiting for this moment for some time now. There was a time when Target was THE retailer. It products to middle America, but it had more cache than Walmart, making it a cooler place to shop. This…
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Delta Airlines | DAL

Delta is not just a difference; it is an airline. For those who follow theOptionsEdge.com, they know we like the airline industry. We hold this view because the average investor does not understand the moat that surrounds the major carriers.…
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Petróleo Brasileiro S.A. | PBR

Petrobras: We think this is a company that wacks two birds with one stone. This article is for paid members - please login or subscribe for access.
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Block Inc. | XYZ

In the company's Q4 letter to shareholders, CEO Jack Dorsey stated, "Today, we shared a difficult decision with our team. We're reducing Block by nearly half, from over 10,000 people to just under 6,000, meaning that over 4,000 people are…
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Whirlpool Corp | WHR

Whirlpool's management has been put on notice. Shape up or ship out! This article is for paid members - please login or subscribe for access.
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Wayfair Inc. | W

It has been a while since we discussed Wayfair, the fledgling online furniture and household products company growing revenue and poised to become profitable. This article is for paid members - please login or subscribe for access.
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February 18, 2026
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November 12, 2022
January 5, 2025
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The Biden Administration Soured the Kroger Albertsons Merger, But Might It Still Be Worth a Nibble?

On December 11th, 2024, Judge Adrienne Nelson, appointed by President Biden, granted the administration’s request for a preliminary injunction against a proposed merger between Kroger Co., based in Cincinnati, Ohio,…

January 4, 2025
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Tesla: TSLA

Tesla's stock price has been on a rip since the election. A cynic would say that since Elon Musk has President Trump's ear, Tesla will get some subsidies and/or regulatory…

January 1, 2025
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Year End Review

No question about it. 2024 was a good year for investors and traders willing to move out along the risk curve. This article is for registered members - please login…

December 30, 2024
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Range Resources: RRC

The natural gas market is finally waking up. We have been wondering when that will happen as the need for electricity is growing rapidly, and the fuel of choice in…

December 28, 2024
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Macro Analysis

As the year ends, we like to look at the big picture to see how we might want to position trades in the early part of the upcoming year. This…

December 26, 2024
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Close a few more trades.

As we approach year-end, we notice that stock prices are having trouble. US Treasury yields are rising (bond prices are falling), and we think this has something to do with…

December 25, 2024
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Happy Holidays Everyone

December 23, 2024
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Going to the Dogs (part 3)

As the final installment of our 3 part “Dogs of the Dow/S&P 500” series of articles, we’re following up on Monday’s trade idea in ConocoPhillips, an idea for an “oil”…

December 23, 2024
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Going to the Dogs (part 2)

In the prior article, we discussed the “Dogs of the Dow (and S&P 500)” investment strategies, in which investors rank the stocks in the respective indices by their dividend yield…

December 22, 2024
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The Dog Days of Winter…

The "Dogs of the Dow" and the slightly less well-known “Dogs of the S&P” are stock-picking strategies focused on the Dow Jones Industrial Average (DJIA) and S&P 500. At the…

December 21, 2024
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Healthcare Expenditures Keep Rising, So What Ails the Sector?

This article is for paid members - please login or subscribe for access.

December 21, 2024
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GSK PLC: GSK

GSK is a global player in the category of ethical drugs. This article is for paid members - please login or subscribe for access.

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