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Hut 8 | HUT

Back in February of this year, we suggested selling a cash-covered put option on Hut 8. That trade worked well, and we think it is time to lather, rinse, and repeat. For those who do know the Company, Hut 8…
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APA Corp | APA

We believe the oil trade is a situation where we expect oil prices to be higher for longer. And by longer, we mean longer than the average investor suggests. This article is for paid members - please login or subscribe…
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Charles Schwab Corp | SCHW

We have not talked about the Charles Schwab Corporation in some time. Given its current technical setup, we think it makes sense to take a fresh look. This article is for paid members - please login or subscribe for access.
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DLocal | DLO

Today, we return to emerging markets and a payment company, DLocal. Although we discussed it previously, DLocal is a company that few of our readers know about. We like the stock as it fits two investment themes we have right…
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Qualcomm | QCOM

For those paying attention, the share prices of chip companies have rallied to heights few could have imagined just a few months ago. This situation begs the question: are there any opportunities left? This article is for paid members -…
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Berkshire Hathaway | BRK.B

Today, we revert to one of our favorite companies, Berkshire Hathaway. This conglomerate is a company that continues to perform on its financial metrics even while the stock wanders in the wilderness. This article is for paid members - please…
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March 24, 2026
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November 12, 2022
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),…

May 13, 2024
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Berkshire Hathaway: BRK/B

The last time we talked about Berkshire Hathaway (August 2023), it traded at $360 a share. We thought that was cheap, so we suggested options enthusiasts sell a put spread…

May 10, 2024
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Fifth-Third Bancorp: FITB

After witnessing Silicon Value Bank's carnage, we have been leery of dipping into the regional banks. Sometimes, we ask ourselves, "Is that fear overdone?" This article is for paid members…

May 8, 2024
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Open Mike

In this week’s episode of Open Mike, Mike discusses Vistra (VST), Starbucks (SBUX), Uber (UBER), the Energy Index (XLE), the S&P500 (SPY & SPX), and Robin Hood (HOOD).

May 8, 2024
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Synchrony Financial: SYF

If you look at the broad market averages, as we often do, stocks look very expensive. But we have to remember that we live under the Magnificent Seven regime. These…

May 8, 2024
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Humana: HUM

Health management companies have been under pressure lately, and the reason for this is not altogether surprising but, of course, difficult to predict ahead of time. This article is for…

May 7, 2024
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Open Mike

In Monday’s episode of Open Mike, Mike discusses Disney ($DIS), Delta Airlines ($DAL), Uber ($UBER), Robin Hood ($HOOD), Lululemon ($LULU), and Blackrock ($BLK).

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