On October 24th, we suggested that Lululemon was a favorable alternative to Nike, given its low valuation and better revenue trajectory. Since that time, Lulu has materially outperformed. Lulu shares…
We will probably like Berkshire Hathaway stock forever. We suggested a bullish trade on the stock back in September but suggested closing it a few weeks after the hurricane moved…
Diabetes is a chronic illness that seems to keep getting worse. Some people are born with it. However, we think the primary cause is diet. In particular, we point to…
We had trouble reading the tea leaves a few months back. We thought Kamala Harris would become president, mostly because of the press. We had a hard time accepting this…
Six well-known retailers release quarterly earnings this week. Kohl’s, Macy’s, Best Buy, Dick’s, and Burlington will report before the open on Tuesday, November 26th, and Nordstrom will report after the…
The cable network channels have been a good investment theme for the bulls to ignore. For at least a decade now and probably pushing on two, they have had trouble…
There are a few important days in the world of bitcoin. The first was on January 3, 2009. That is the day the bitcoin network began with Satoshi Nakamoto mining…
The Cambell Soup Company is one everyone knows and one that we have talked many times about here on the TOE pages. This article is for paid members - please…
In Monday’s episode of Open Mike, Mike discusses the PEG ratio, BJ Wholesale, Costco, NVIDIA, and Palantere.
One of the aspects of trading that people do not appreciate is game theory. We like to think we do calculations that determine value and then trade accordingly. The question…
The PEG Ratio (Price/Earnings-to-Growth Ratio) is a valuation metric that helps investors assess the fairness of a stock's price relative to its growth potential. It builds on the P/E ratio…