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Crude Oil Update | USO, XOM, APA, SU

We are crude oil bulls from an investor perspective. But as oil users, we would like to see it come down. But what we like does not matter. It is our job to figure out what the market is going…
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Bookings Holdings Inc | BKNG

Sometimes you find a stock you are in sync with, and it trades well. Booking Holdings is one such stock for us. This article is for paid members - please login or subscribe for access.
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Alphabet | GOOGL

Alphabet, the company formerly known as Google, is an interesting company. It is rooted in "old tech" like Search, which drives current cash flow. But the company is making significant investments in "new tech" like quantum computing and AI. This…
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Micron Technology | MU

Almost all of the trade suggestions over the past year have been bullish. We have gone this route because 1) the economy is strong, 2) the AI infrastructure buildout is good for old economy stocks like utilities and construction, and…
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Chipotle Update | CMG

We have been with Chipotle Mexican Grill since June 2026. We were looking for a turnaround, and that process seems to be taking longer than we originally expected. This article is for registered members - please login or click here…
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Netflix | NFLX

Netflix has fallen off investors' radar. This is evidenced by the fact that the stock price has gone nowhere since 2018. This article is for paid members - please login or subscribe for access.
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March 24, 2026
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November 12, 2022
April 10, 2024
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NVIDIA: NVDA

Many have been asking questions about NVIDIA. The owners of the stock want to know when they should sell the stock. The more aggressive ones want to know, if and…

April 9, 2024
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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
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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
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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
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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
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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 3, 2024
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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.

April 1, 2024
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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
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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
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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
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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
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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…

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