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…
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…
Novo Nordisk Update | NVO
One of our long ideas is Novo Nordisk. The company had an earings announcement on May 6, and we thought this would be an opportune time to revisit the company.…
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…
Time to Take Profits on Rio Tinto PLC | RIO
On October 14, 2025, we suggested buying Rio Tinto, the big diversified mining company. This article is for registered members - please login or click here to subscribe or register for free.
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…
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…
Hewlett Packard Enterprises Update | HPE
On December 9, 2024, we suggested traders sell a cash-covered put on Hewlett Packard Enterprise when the stock traded at $23.11, as we believed they would benefit from the data…
Japan & Honda | HMC
Today, we are going to take a step off the conveyor belt and talk about Japanese stocks. As a quick reminder, they peaked on 12/31/1989 and went into the doldrums…
Devon Energy | DVN
The oil and gas sector is doing well, but some companies are left behind. One such company is Devon Energy. This article is for paid members - please login or…
UnitedHealth Group | UNH
UnitedHealth Group reported Q1 2026 earnings today, and the market liked what they heard. This article is for paid members - please login or subscribe for access.
Oracle Corp | ORCL
Oracle Corp has had its share of ups and downs. Recently, it has mostly been down. The reason for this is rather simple. This article is for paid members -…