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Zoom Communications Inc. | ZM

Zoom Communications is a popular cloud-based video communications platform that became ever so popular during the Covid lockdown. This article is for paid members - please login or subscribe for access. Username Password Remember Me     Forgot Password
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Clorox Co | CLX

The Clorox Company has round-tripped. The stock was rising at a measured pace for a long time. Then C19 hit, and the company could not make enough chlorine bleach to go around. This article is for paid members - please…
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Walt Disney Company | DIS

The Walt Disney Company is an iconic brand that screams American. There is nothing more fun than attending one of its theme parks. Mark grew up in Southern California and went to Disneyland several times a year. Coming in a…
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CBOE Global Markets, Inc | CBOE

The CBOE stock price has taken it on the chin over the past few weeks. With revenues and earnings still growing, is it time to "buy the dip"? This article is for paid members - please login or subscribe for…
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Delta Airlines | DAL

On March 3 of this year, we suggested selling a cash-covered put on Delta Air Lines stock. That option expires at the end of the week, and unless something wicked happens, we expect it to expire worthless. This article is…
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Circle Internet Group | CRCL

There are very few projects we like in cryptoland. Most projects do not try to solve a problem; they are just excuses to issue tokens and grant a large chunk of them to founders for free (known as a "premine"),…
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March 24, 2026
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November 12, 2022
July 7, 2024
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Industrials Haven’t Been Signaling Economic Strength, But Perhaps Next Year Will Be Better?

If you’ve spent time on the nation's highways, you’ve undoubtedly seen one of their trucks. JB Hunt Transport Services, Inc. is one of North America's largest transportation logistics companies. Headquartered…

July 7, 2024
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Fastenal Has Fallen 20% since March. It’s Still Not “Cheap”.

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July 5, 2024
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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
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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
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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
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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…

July 1, 2024
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Block Inc.: SQ

Point of sale and electronic payment systems, once the domain of large companies are becoming increasingly common in small and midsize businesses. This article is for paid members - please…

July 1, 2024
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Hedging A Most Unusual Election Year

Since U.S. presidential elections occur every four years, there isn’t much data to analyze. Nevertheless, we are currently in an election year, exactly halfway through it as of today, July…

June 29, 2024
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Cisco Systems: CSCO

Cisco Systems stands as a cornerstone of the internet infrastructure, its story deeply intertwined with the very fabric of the digital world. Founded in 1984 by Stanford professors Leonard Bosack…

June 24, 2024
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Will FedEx Deliver When They Report Earnings Tuesday, June 25th?

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June 23, 2024
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Will Carnival Cruise Through Earnings?

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June 22, 2024
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Molson Coors Beverage Company: TAP

We have not discussed the brewers lately, but we thought about beer with the summer BBQ season underway. Today, we will discuss Molson Coors, the fourth-largest brewer. They own 17…

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