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 -…
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…
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…
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 -…
Gold Update: GLD & SLV
Gold is moving up under the radar of the financial media. This article is for paid members - please login or subscribe for access.
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).
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…
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…
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…
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…
Adobe: ADBE
Adobe is a software company and and the average investor thinks the stock is over priced. But in a bull market, software stockes trades at levels that give th average…