Open Mike
In Monday's episode of Open Mike, Mike discusses Toll Brothers, 30-year mortgages, CPI, United Health, VIX, Vistra, Lockheed Martin, and NVIDIA. This article is for registered members - please login…
ATT: T
Mike & I are value investors. We like stocks growing fast with moderate PEs and mature companies trading at low PE. We have been watching ATT for some time now…
Hewlett Packard Enterprises: HPE
AI needs data centers and GPU-driven servers. One of the premier server makers is Hewlett Packard Enterprises. They compete with SuperMicrocomputer and Dell. This article is for paid members -…
Most homebuilders have reported earnings this quarter. Two remain.
Homebuilder Toll Brothers Inc. reports earnings tomorrow, Monday, December 9th, after the close. Lennar will report on Wednesday, December 18th, after the close. Since the beginning of Q4 2024, the…
Albertsons: ACI
It should be no secret to our regular readers that we like grocery store stocks. Food is the ultimate consumer staple, so it has steady revenue. Their inventory turns over…
Restaurant Brands: QSR
The economy is having its issues. If you listened to the press, one might think it is a disaster. But it is not. At the same time, those who think…
Honda Motor Company: HMC
Hated stocks are harder to find than one might expect. Behavioral finances suggest there should be lots of them. The efficient market hypothesis suggests they should not exist. This article…
Lululemon Reports Earnings December 4th, Our Thoughts: LULU
On October 24th, we suggested that Lululemon was a favorable alternative to Nike, given its low valuation and better revenue trajectory. Since that time, Lulu has materially outperformed. Lulu shares…
Berkshire Hathaway: BRK-B
We will probably like Berkshire Hathaway stock forever. We suggested a bullish trade on the stock back in September but suggested closing it a few weeks after the hurricane moved…
Novo Nordisk: NVO
Diabetes is a chronic illness that seems to keep getting worse. Some people are born with it. However, we think the primary cause is diet. In particular, we point to…