Open Mike
In this episode of Open Mike, Mike discusses earnings and implied moves. The first company he mentions is Caravan, which sells cars without salesmen. One of their innovations is the…
With New Car Inventories at Multi-Year Highs, Can Online Used Dealer Carvana Maintain Huge Gains?
One of the most remarkable stocks over the past five years is Carvana. It was founded in 2012 by Ernest Garcia III, son of infamous Arizona used-car dealer Ernest Garcia…
How Much Energy is Left in the ExxonMobil Trade?
Over the past couple of weeks, energy stocks have outperformed as investors have moved away from Information Technology, Communications Services, and Consumer Discretionary and into everything else. This article is…
DoorDash:DASH
Weakness is starting to creep into the low-cost sector of the restaurant business. Franchise restaurants, in particular, are taking it on the chin. This article is for paid members -…
Lamb Weston’s (LW) Terrible, No-Good, Rotten Quarter May Provide Opportunity
Lamb Weston was yesterday's worst-performing stock in the S&P500. The Eagle, Idaho-based supplier of frozen potato, sweet potato, appetizer, and vegetable products to restaurants and retailers worldwide reported disappointing earnings…
NVIDIA: NVDA
The overall stock market got shellacked on Wednesday. These big one-day selloffs are becoming more common. This price action of a big down day followed by a big up day…
Etsy Inc.: ETSY
Another company that competes in the online marketplace space is Etsy. While eBay may be the adult in the space, Etsy is the sassy teenager experimenting with ways to grow…
eBay: EBAY
EBay is an interesting company. Some people use it as their primary marketing platform, and others use it to offload personal items they no longer want or need. This article…
Hedging the “Trump Trade”
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Campbell Soup: CPB
On July 15, we discussed the trade suggestions set to expire at the end of the week. One of those positions was a short July $46 strike cash coved put…
An Institutional Trader Uses An Options “Stock Substitution Strategy” Into Netflix Earnings
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