Jerome Powell didn’t deal us a great hand, but don’t fold yet…
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Market Craters… What’s Next
Risk assets took a serious spill today. The question on everyone's mind is. "is there more to come, or is that it?" This article is for registered members - please…
KBH Homes: KBH
The equity markets are as richly priced as they have ever been. We showed a chart in yesterday's post that equities are trading at a historically all-time high price-to-sales ratio.…
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.
This Gaming Stock’s Had a Bad Run – Perhaps Their Luck’s About to Change
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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…
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,…
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…
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…
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 -…