Open Mike
In this episode of Open Mike, Mike discusses earnings season. In that light, he looks closer at Fastenal (FAST), an industrial supply company that supports manufacturing activity. This article is…
Industrials Haven’t Been Signaling Economic Strength, But Perhaps Next Year Will Be Better?
If you’ve spent time on the nation's highways, you’ve undoubtedly seen one of their trucks. JB Hunt Transport Services, Inc. is one of North America's largest transportation logistics companies. Headquartered…
Fastenal Has Fallen 20% since March. It’s Still Not “Cheap”.
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Freeport McMoRan: FCX
In March 2024, we were looking for a sustained bullish move in the price of Freeport McMoRan stock because the copper story was compelling, and FCX is one of the…
Close Home Depot Trade
In January of this year, we suggested taking a short position in Home Depot by selling a risk reversal on the stock. This article is for registered members - please…
Block Inc.: SQ
Point of sale and electronic payment systems, once the domain of large companies are becoming increasingly common in small and midsize businesses. This article is for paid members - please…
Hedging A Most Unusual Election Year
Since U.S. presidential elections occur every four years, there isn’t much data to analyze. Nevertheless, we are currently in an election year, exactly halfway through it as of today, July…
Cisco Systems: CSCO
Cisco Systems stands as a cornerstone of the internet infrastructure, its story deeply intertwined with the very fabric of the digital world. Founded in 1984 by Stanford professors Leonard Bosack…
Will FedEx Deliver When They Report Earnings Tuesday, June 25th?
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Will Carnival Cruise Through Earnings?
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