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Japan & Honda | HMC

Today, we are going to take a step off the conveyor belt and talk about Japanese stocks. As a quick reminder, they peaked on 12/31/1989 and went into the doldrums for 30 years. If there was a technical setup to…
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Devon Energy | DVN

The oil and gas sector is doing well, but some companies are left behind. One such company is Devon Energy. This article is for paid members - please login or subscribe for access.
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UnitedHealth Group | UNH

UnitedHealth Group reported Q1 2026 earnings today, and the market liked what they heard. This article is for paid members - please login or subscribe for access.
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Oracle Corp | ORCL

Oracle Corp has had its share of ups and downs. Recently, it has mostly been down. The reason for this is rather simple. This article is for paid members - please login or subscribe for access.
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MercadoLibre | MELI

Today, we return to MercadoLibre. We suggested selling an April $1,800/$1,700 put spread on February 23, 2026, for $41.75. That put spread expired worthless on Friday. This article is for paid members - please login or subscribe for access.
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Mosaic Update | MOS

In today's note, we wanted to revisit Mosaic, the big fertilizer company. This article is for paid members - please login or subscribe for access.
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March 24, 2026
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November 12, 2022
June 6, 2024
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Open Mike

In this episode of Open Mike, Mike discusses the machinations about market making, inter-broker communications, Keith Gill (Roaring Kitty) & GME. This article is for registered members - please login…

June 6, 2024
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Apple Inc.: AAPL

Apple will hold its Worldwide Developers Conference (WWDC24) from June 10 to June 14. This conference comes just in time, as Apple has been slow and deliberate in its development…

June 5, 2024
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Advanced Micro Devices: AMD

AI is all the rage, and NVIDIA is clearly the winner at this stage of the game. At the same time, there are people out there who think the current…

June 3, 2024
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Adobe: ADBE

Over the past few months, we have proposed a slew of bullish ideas even though we are trying to find an equal number of bullish and bearish ideas. We did…

June 3, 2024
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Thoughts on the Macro Picture

As a new month starts, Mike decided to share some thoughts on the big picture with some implications for investment strategy. This article is for paid members - please login…

June 1, 2024
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Hersey: HSY

The price of cocoa has been on a wild ride. Naturally, this has had a significant effect on the price of Hersey stock. This article is for paid members -…

May 29, 2024
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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…

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