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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
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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…

December 5, 2024
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Open Mike

In this episode of Open Mike, Mike discusses UNH (United Health), IBIT (Bitcoin), S&P500 & Volatility, XLF (Financial Stocks), Intel, and LULU. This article is for registered members - please…

December 5, 2024
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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…

December 4, 2024
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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…

December 3, 2024
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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…

December 2, 2024
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Open Mike

In Monday's episode of Open Mke, Mike discusses CHN Industrial, Lululemon, VIX, SP500, Nike, and Supermicrocomputer. This article is for registered members - please login or click here to subscribe or register…

December 2, 2024
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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…

November 29, 2024
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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…

November 28, 2024
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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…

November 27, 2024
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Open Mike

In the last few episodes of Open Interest, Mike discusses issues around the population in China, the US & Europe. This article is for registered members - please login or…

November 25, 2024
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Extend & Pretend: IWM

We had trouble reading the tea leaves a few months back. We thought Kamala Harris would become president, mostly because of the press. We had a hard time accepting this…

November 24, 2024
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A Tale of Two Retailers

Six well-known retailers release quarterly earnings this week. Kohl’s, Macy’s, Best Buy, Dick’s, and Burlington will report before the open on Tuesday, November 26th, and Nordstrom will report after the…

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