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…

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…

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.…

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.

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…

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.
July 12, 2024

Tyso Foods: TSN

2023 was a challenging year for Tyson Foods. The company had to close a pork plant in April after a fire destroyed the processing facility. In December 2023, they had…

July 11, 2024

Open Mike

In this episode of Open, Mike discusses the trucking company JB Hunt, the VIX, JPMorgan, G0ldman Sachs, Morgan Stanley, S&P500, Royal Caribbean Group, and Netflix. This article is for registered…

July 10, 2024

Advanced Micro Devices: AMD

Since the beginning of Silicon Valley and the advent of the microprocessor, AMD has remained a distant competitor to Intel. This article is for paid members - please login or…

July 9, 2024

Viatris, Inc: VTRS

Viatris Inc. (we wonder who came up with that name) is a pharmaceutical company most people do not know much about. However, they do know their products. This article is…

July 8, 2024

Open Mike

In this episode of Open Mike, Mike discusses earnings season. In that light, he looks closer at Fastenal (FAST), an industrial supply company that supports manufacturing activity. This article is…

July 5, 2024

Open Mike

In this episode of Open Mike, Mike discusses the PMI print below 50, the recent rally in the S&P500, consumer savings, employment, intermediate material PPI, and the difference between market…

July 5, 2024

Freeport McMoRan: FCX

In March 2024, we were looking for a sustained bullish move in the price of Freeport McMoRan stock because the copper story was compelling, and FCX is one of the…

July 2, 2024

Open Mike

In this week's episode of Open Mike, Mike discusses returns on the S&P 500 and past Presidential elections, what we might learn from them, and how we can apply this…

July 2, 2024

Close Home Depot Trade

In January of this year, we suggested taking a short position in Home Depot by selling a risk reversal on the stock. This article is for registered members - please…

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