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Booking Holdings | BKNG

The summer travel season is upon us, and people are formulating and implementing plans for a little R&R. That said, investors are down in the dumps on travel & leisure stocks like Booking, as they believe rising oil prices will…
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Exxon Mobile | XOM

We have been talking about the Iran war for months, and we have said that whatever happens, it will not end quickly. This article is for paid members - please login or subscribe for access.
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Adobe Systems | ADBE

Fears about AI have hammered many software stocks. The enterprise software companies like PeopleSoft, ServiceNow, Salesforce, and Oracle have been particularly hard hit. This article is for paid members - please login or subscribe for access.
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Super Micro Computer Inc | SMCI

Has Super Micro Computer hugged the cactus long enough? This article is for paid members - please login or subscribe for access.
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The Hersey Corporation | HSY

On January 24, 2026, we suggested selling a put spread on The Hershey Company as we thought the stock was turning from bearish to bullish. Turns out that was a lucrative trading strategy. This article is for paid members -…
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Space Exploration Technologies Corp (SpaceX) & EchoStar | SPCX & SATS

With SpaceX getting closer to becoming a public company, we thought it made sense to talk about the issue, as it is likely to be the largest or second-largest IPO after Saudi Aramco. This article is for paid members -…
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March 24, 2026
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November 12, 2022
December 16, 2024
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Options Expiration

Standard monthly options expire at the end of the week. We have 16 trades to close. This article is for paid members - please login or subscribe for access.

December 15, 2024
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This Gaming Stock’s Had a Bad Run – Perhaps Their Luck’s About to Change

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December 14, 2024
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Qualcomm: QCOM

AI is all the rage, and we look for ways to play it without buying into early-stage and development companies that are losing money. We do this because it is…

December 12, 2024
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GM Pumps the Brakes on Cruise

General Motors' decision to integrate Cruise into its operations and pivot away from the development of Robotaxis could have significant implications for the company and competitors and collaborators like Lyft,…

December 11, 2024
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Applied Materials: AMAT

The US and, indeed, the global semiconductor industry is undergoing a massive build-out of new productive capacity. One of the key players in producing the machinery that makes semiconductors is…

December 10, 2024
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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…

December 10, 2024
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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…

December 9, 2024
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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 -…

December 8, 2024
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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…

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