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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…
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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…
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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.…
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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.
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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…
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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.
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February 18, 2026
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November 12, 2022
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.

May 18, 2024
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Albertsons Companies: ACI

Grocery chains are a well-overlooked sector of the stock market. Although they may be boring businesses, they are vital to people and the economy. This article is for paid members…

May 16, 2024
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Copper & Gold Update

An exciting phenomenon just happened in the copper market. It broke out to new all-time highs. This article is for registered members - please login or click here to subscribe or register…

May 15, 2024
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Options Expiration

Standard monthly options expire at the end of the week, and we have several trades to close. This article is for registered members - please login or click here to subscribe or…

May 13, 2024
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Open Mike

In this episode of Open Mike, Mike discusses the efficient market hypothesis and the wisdom of crowds. He then discusses individual companies and stocks, such as Costco (COST), Nvidia (VNDA),…

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