Netflix Update | NFLX
Netflix reported earings on October 20. We thought the performance was just fine. The street thought otherwise. This article is for paid members - please login or subscribe for access. Username Password Remember Me     Forgot Password

Super Micro Computer Inc | SMCI
Back on August 23, we suggested getting long Super Micro Computer Inc when the stock was trading at $37.24 a share. We suggested getting long by selling an October $35 strike put option for $3.09. This article is for paid…

Hess Midstream LP | HESM
With the leading tech names looking a little wobbly and the AI trade becoming painful, we think it makes sense to continue to look for developing ideas. We have found one that offers high yield. This article is for paid…

Uber Technologies | UBER
We have been watching UBER for some time because we like its business model, but we thought the revenue split between the parent company and its independent drivers was unfair and would need to be corrected for the company to…

Memory Chip Stocks | DRAM
The AI trade is coming into question. The share price of all the hardware manufacturers is coming under pressure and trading down hard. We were looking for a pullback in October, but we thought it might have ended a few…

General Mills | GIS
It is no secret that we have been looking for a selloff in October. We think it is too heavily weighted in the AI trade and that October would be a period of lower Tech/AI share prices. This would serve…
April 8, 2024

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

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

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

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 1, 2024

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

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

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

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

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…

March 25, 2024

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…

March 25, 2024

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…

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