Gilead Science: GILD
One of our favorite companies is Gilead Sciences. We like them because they are one of the few ethical drug companies that actually make technologies that cure disease, not just…
Visa: V
Visa, the credit card network company, is an exciting enterprise. The financial media does not give it attention, and yet the stock methodically moves higher, delivering returns to shareholders. This…
CVS Health Corporation: CVS
As we started writing this note, we asked ourselves: CVS must be an acronym for something. What is it? This article is for paid members - please login or subscribe…
Southwest Airlines: LUV
It is not surprising to TOE readers that we like airline stocks, principally because they have returned to profitability while the share prices remain depressed. This article is for paid…
An Option Trader’s Case FOR Elon Musk’s Pay Deal
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Door Dash: DASH
Home delivery is the new luxury. We are well aware of the Amazon phenomenon, where people shop online. There are some good reasons for Amazon's success. Choice is one of…
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…
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…
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…
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…