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United Health: UNH

If there was ever a high-flying darling that has taken a beating, it is UnitedHealth. This article is for paid members - please login or subscribe for access. Username Password Remember Me     Forgot Password
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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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Disney: DIS

What can you say about Disney? It was once one of the most significant U.S. companies and became one of the world's biggest and worst-run companies. This article is for…

July 29, 2024
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Open Mike

In this episode of Open Mike, Mike discusses earnings and implied moves. The first company he mentions is Caravan, which sells cars without salesmen. One of their innovations is the…

July 28, 2024
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With New Car Inventories at Multi-Year Highs, Can Online Used Dealer Carvana Maintain Huge Gains?

One of the most remarkable stocks over the past five years is Carvana. It was founded in 2012 by Ernest Garcia III, son of infamous Arizona used-car dealer Ernest Garcia…

July 28, 2024
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How Much Energy is Left in the ExxonMobil Trade?

Over the past couple of weeks, energy stocks have outperformed as investors have moved away from Information Technology, Communications Services, and Consumer Discretionary and into everything else.  This article is…

July 27, 2024
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DoorDash:DASH

Weakness is starting to creep into the low-cost sector of the restaurant business. Franchise restaurants, in particular, are taking it on the chin. This article is for paid members -…

July 25, 2024
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Lamb Weston’s (LW) Terrible, No-Good, Rotten Quarter May Provide Opportunity

Lamb Weston was yesterday's worst-performing stock in the S&P500. The Eagle, Idaho-based supplier of frozen potato, sweet potato, appetizer, and vegetable products to restaurants and retailers worldwide reported disappointing earnings…

July 24, 2024
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NVIDIA: NVDA

The overall stock market got shellacked on Wednesday. These big one-day selloffs are becoming more common. This price action of a big down day followed by a big up day…

July 23, 2024
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Etsy Inc.: ETSY

Another company that competes in the online marketplace space is Etsy. While eBay may be the adult in the space, Etsy is the sassy teenager experimenting with ways to grow…

July 22, 2024
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eBay: EBAY

EBay is an interesting company. Some people use it as their primary marketing platform, and others use it to offload personal items they no longer want or need. This article…

July 22, 2024
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Hedging the “Trump Trade”

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