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United Health: UNH

If there was ever a high-flying darling that has taken a beating, it is UnitedHealth. This article is for paid members - please login or subscribe for access. Username Password Remember Me     Forgot Password
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General Mills: GIS

General Mills is one of our favorite consumer products companies, whose stock has struggled the past few years. The reason for its underperformance is that it became overvalued, and unit volume growth came to a screeching halt. This article is…
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Dollar General: DG

Dollar General has been down in the dumps as it was not able to adjust to rising prices as well as it has in the past. Some have argued that their troubles have stemmed from low-income people having personal budgeting…
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Novo Nordisk:NVO Update

On April 23, we suggested investors take a bullish posture on NVO, the maker of Ozempic (a popular diabetes therapy) and Wegovy (the popular weight loss drug). This article is for paid members - please login or subscribe for access.
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Apple Inc: AAPL

Apple put its WWDC25 on today, Monday, June 9. The company uses this annual event to highlight to the world what they are working on and what new products will hit the shelves. This article is for paid members -…
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Kraft Heinz: KHC

Kraft Heinz is a bit of an enigma. It is simultaneously one of the great American brands and one of Warren Buffett's biggest mistakes. This article is for paid members - please login or subscribe for access.
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November 12, 2022
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Open Mike

In Wednesday’s episode of Open Mike, Mike discusses Jabil (JBL), Carnival Cruyuase (CCL), Dell Technologies (DELL), Oracle (ORCL), Federal Express (FDX) and NVIDIA (VNDA).        

May 29, 2024
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American Airlines: AAL

We do not know what this is, but it seems that companies in the travel and leisure sectors are among the most undervalued sectors. Stocks are trading too cheaply one…

May 29, 2024
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Pfizer: PFE

Now that the C19 situation is over, most investors have given up on Pfizer, but there is more to the company than meets the eye. This article is for paid…

May 25, 2024
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American Electric Power: AEP

We have not talked about utilities much here at TOE, as they tend to see two counter-acting forces in play at the industry level. This article is for paid members…

May 22, 2024
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Open Mike

In Wednesday’s episode of Open Mike, Mike discusses NVIDIA (NVDA), Volatility on the S&P500 (VIX), Target (TGT), Pfizer (PFE), Western Digital (WDC), Viking Therapeutics (VKTX) and Baidu (BIDU).    …

May 22, 2024
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Expedia: EXPE

Summer is around the corner, and that means families will be going on vacations. One way people figure out what they want to do is to shop for vacation ideas…

May 21, 2024
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Campbell Soup Company: CPB

As mentioned in other posts, regular people complain about the price of food (and rent). We have also discussed the slowdown in fast-casual dining. This article is for paid members…

May 20, 2024
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Open Mike

On Monday’s episode of Open Mike, Mike discusses expectations of uncertainty regarding the returns of the S&P500 (SPY) as measured by the VIX and how it might relate to the…

May 20, 2024
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The Mosaic Company: MOS

Today, we return to one of our favorite topics: food. But not in the way you think. We are going to talk about Mosaic, a company that manufactures fertilizer for…

May 18, 2024
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Open Mike

In Wednesday’s episode of Open Mike, Mike discusses the CPI, Walmart (WMT), Starbucks (SBUX), and Commodity prices.

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