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…

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…

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.

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…

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 -…

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…
April 9, 2024

Open Mike

In this Monday’s (April 8) episode of Open Mike, Mike talks about energy stocks. He takes views questions to discuss crude oil, Marathon Petroleum (MPC), and Valaro (VLO). He goes…

April 8, 2024

Salesforce: CRM

Salesforce is an enterprise software company. Those who follow us at TOE know we do not like these companies from an investor perspective. This article is for paid members -…

April 6, 2024

McDonalds: MCD

McDonald's has been a big winner for investors since the bottom of the financial crisis. Oddly, the press has not paid much attention to fast-food restaurants. This article is for…

April 4, 2024

Open Mike

In the Wednesday, April 3rd edition of Open Mike, Mike discusses Gold (GLD), large gold mining stocks (GDX), Newmont Mining (NEM), JPMorgan Chase (JPM), Citibank (C), D.R. Horton (DHT), United…

April 4, 2024

Bank of America: BAC

We have been avoiding the banks as we are uncertain as to how they will perform given the weakness in commercial real estate. This article is for paid members -…

April 1, 2024

Open Mike

Mike discusses the MSCI All Country Index (I), The Emerging Market Equities (EEM), S&P500 (SPX), Apple (AAPL), Alphabet (GOOGL), and levered ETFs (EDC) and Dollar Tree (DLTR).

April 1, 2024

Bristal Meyers Squibb: BMY

Bristol Meyers Squib is an ethical pharmaceutical company that makes many of the products we use when we get sick. This article is for paid members - please login or…

March 30, 2024

First Quarter Update

The bull market rages on in spite of the naysayers predicting 3 to 6 interest rate cuts to save the economy and asset markets. We, on the other hand, have…

March 28, 2024

Open Mike

In Wednesday's episode of Open Mike, Mike discusses Carnival Corp (CCL), Ford (F), S&P500 (SPY), and Haliburton (HAL). This article is for registered members - please login or click here…

March 27, 2024

Baxter International: BAX

Baxter International is a global medical supply company that has been undergoing significant business restructuring. We think that restructuring is over, and it is about to pay dividends. This article…

March 25, 2024

Open Interest

Mike discusses the AI investment environment. It mentions AMD (AMD) Super Microcomputer (SMCI), and NVDIA (NVDA). This article is for registered members - please login or click here to subscribe or register…

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