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Suncore Energy | SU

Last week, we discussed a dual-themed investment strategy. (1) We believe emerging markets, a market segment that underperformed for the past two decades, are likely to outperform the developed markets in the decade ahead. (2) We do not see the…
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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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February 18, 2026
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November 12, 2022
October 2, 2024
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Open Mike

In this week's episode of Open Mike, Mike discusses Conagra Brands, ETF Options Strategies, Apple, and Autozone. This article is for registered members - please login or click here to subscribe or…

October 2, 2024
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Wynn Resorts: WYNN

Another way of playing the Chinese stimulus programs is to find US companies with significant exposure to the Chinese markets. Wynn Resports fits that description. This article is for paid…

October 1, 2024
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Open Mike

In this Monday's episode of Open Mike, Mike discusses Nike, Lululemon, Put/Call Ratio, PayPal, TLT, and tax loss selling. This article is for registered members - please login or click…

October 1, 2024
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Berskhire Hathaway: BRK.B

We recently suggested traders sell a put spread on Berkshire Hathaway "B" shares. The world has changed, and traders should close that trade at a small gain. This article is…

September 30, 2024
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Tesla: TSLA

Telsa stock has been trading sideways for some time now. The reason for this is relatively straightforward. The enthusiasm for electric cars is cooling. This article is for paid members…

September 29, 2024
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Athleisure companies need to be nimble and flexible.

Nike and Lululemon are two of the most well-known athleisure stocks. Both meaningfully outperformed the S&P from year-end 2019 through the pandemic plunge to year-end 2021, and both have seen…

September 28, 2024
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China: Buy Everything

"Buy Everything" is the recommendation of David Tepper, the founder of Appaloosa Management. He is one of the most successful asset managers in the past 30 years. This is not…

September 26, 2024
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Don’t fight PBOC

U.S. investors have heard the investment adage “Don’t fight the Fed!” which suggests investors should not make investments contrary to the policy objectives of the nation’s central bank. This is…

September 25, 2024
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Open Mike

On Wednesday's episode of Open Mike, Mike discusses Pfizer, CarMax, Vail Resorts, Genius Sports, Costco, and the S&P 500. This article is for registered members - please login or click…

September 25, 2024
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eBay: EBAY

Bay, Inc. (EBAY) operates e-commerce platforms that connect buyers and sellers worldwide. Since the company has matured, the financial media pays it no attention. We think that creates opportunity. This…

September 24, 2024
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Open Mike

In this Monday's episode of Open Mike, Mike discusses nuclear energy, Fluor, Alibaba, KWEB, KR, Meta, Micron, Costco, Technology, Kraft Heinz, Conagra, Hormel, CLX, and XLP, the consumer products ETF.…

September 24, 2024
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US Steel: X

U.S. Steel finds itself in a bit of a political twist. The company received a generous takeover offer from Nippon Steel, but the government and the United Steelworkers Union are…

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