Viatris, Inc: VTRS
Viatris Inc. (we wonder who came up with that name) is a pharmaceutical company most people do not know much about. However, they do know their products. This article is…
Industrials Haven’t Been Signaling Economic Strength, But Perhaps Next Year Will Be Better?
If you’ve spent time on the nation's highways, you’ve undoubtedly seen one of their trucks. JB Hunt Transport Services, Inc. is one of North America's largest transportation logistics companies. Headquartered…
Fastenal Has Fallen 20% since March. It’s Still Not “Cheap”.
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Freeport McMoRan: FCX
In March 2024, we were looking for a sustained bullish move in the price of Freeport McMoRan stock because the copper story was compelling, and FCX is one of the…
Close Home Depot Trade
In January of this year, we suggested taking a short position in Home Depot by selling a risk reversal on the stock. This article is for registered members - please…
Block Inc.: SQ
Point of sale and electronic payment systems, once the domain of large companies are becoming increasingly common in small and midsize businesses. This article is for paid members - please…
Hedging A Most Unusual Election Year
Since U.S. presidential elections occur every four years, there isn’t much data to analyze. Nevertheless, we are currently in an election year, exactly halfway through it as of today, July…