Open Mike & Mark
Mike and I did a live video on Friday. I pointed out another quick way to assess the economy. This is important to me as I think macroeconomic analysis has…
Going Nuclear?” Cameco: CCJ
Nuclear energy has become a thing with investors as they seem to believe the US and other Western nations will look to nuclear to power the economy of the future.…
Biogen:BIIB
The industry most diverse we can think of is biotech. It has been a bear market flow for about a decade. As a result, nobody cares about the companies trying…
United Airlines Performance Soars, But Delta May Be the Ticket
United Airlines delivered another strong performance in its latest earnings report on January 21st, posting $14.695 billion in revenue, 2.37% above consensus estimates, and earnings of $3.05 per share, beating…
BHP Group
BHP, Rio Tinto, Southern Copper, and Freeport McMoRan are among the best in the mining industry. BHO & RIO are the greatest diversified miners, and Southern Copper and Freeport are…
Where Are Options Traders Betting Some Big Names are Moving Post-Earnings?
Of the top 20 stocks in options volume that have reported quarterly earnings so far, a few have significantly outperformed the S&P 500, and a few have materially underperformed. How…
Open Mike & Mark
Mike and I did a live video on Friday discussing the fires in Los Angeles, the potential (or not) of recession, interest rates, and a couple of long-term investment ideas.…
Molson Coors Beverage Company: TAP
Is it time to blow the froth off a couple? We think so. The beverage stocks (TAP, BUD, & STZ) have gotten beaten up in the past few years. In…
Dell Technologies: DELL
When it came to the AI data center buildout, we thought investors should focus on Dell Technologies, not Super Microcomputer Inc. SMCI makes a good product. Still, we did not…
Traders Are Speculating on a Bounce in Investment Grade Bonds
US consumer prices rose less than expected in December, signaling a potential cooling of inflation pressures. The core consumer price index (CPI), which excludes volatile food and energy prices, increased…
Netflix: NFLX
If you go back 100+ years, we see that values stocks beat growth stocks. But an odd thing happened after the great financial crisis. Growth stocks outperformed value stocks. This…