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Zoom Communications Inc. | ZM

Zoom Communications is a popular cloud-based video communications platform that became ever so popular during the Covid lockdown. This article is for paid members - please login or subscribe for access. Username Password Remember Me     Forgot Password
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Clorox Co | CLX

The Clorox Company has round-tripped. The stock was rising at a measured pace for a long time. Then C19 hit, and the company could not make enough chlorine bleach to go around. This article is for paid members - please…
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Walt Disney Company | DIS

The Walt Disney Company is an iconic brand that screams American. There is nothing more fun than attending one of its theme parks. Mark grew up in Southern California and went to Disneyland several times a year. Coming in a…
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CBOE Global Markets, Inc | CBOE

The CBOE stock price has taken it on the chin over the past few weeks. With revenues and earnings still growing, is it time to "buy the dip"? This article is for paid members - please login or subscribe for…
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Delta Airlines | DAL

On March 3 of this year, we suggested selling a cash-covered put on Delta Air Lines stock. That option expires at the end of the week, and unless something wicked happens, we expect it to expire worthless. This article is…
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Circle Internet Group | CRCL

There are very few projects we like in cryptoland. Most projects do not try to solve a problem; they are just excuses to issue tokens and grant a large chunk of them to founders for free (known as a "premine"),…
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March 24, 2026
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November 12, 2022
December 16, 2024
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Open Mike

In Monday's episode of Open Mike, Mike interviews Brett Friedman or Winhall Risk Analytics/OptionsMetrics to discuss Bitcoin. This article is for registered members - please login or click here to subscribe or…

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…

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