Bank of New York Mellon: BK
Today, we return to one of our favorite banks, Bank of New York Mellon. We have an affinity for this stock because fund managers use their services for securities safekeeping.…
The Week Ahead | 8/28/2023
Hello, Financial Friends! Welcome back to another edition of “The Week Ahead.” As we stand on the cusp of a new week, there’s a palpable energy in the air. The…
NVIDIA: NVDA
NVIDIA reported Q2 earnings on Wednesday, August 23, after the close of trading. The results were impressive and exciting, or so it seemed. This article is for paid members -…
Moderna Update: MRNA
On July 31, we discussed Moderna, one of the two big C-19 vaccine manufacturers. We discussed two situations: earnings and the longer-term trend. This article is for paid members -…
Microstrategy Update: MSTR
Bitcoin is in a period of price consolidation. MicroStrategy has an enterprise software business that generates free cash flow. This causes the stock to have a positive drift. However, the…
The Steel Industry is in Play: MT
U.S. Steel is in a takeover play by two companies: Cleveland-Cliffs and Esmark. During the industrial revolution, the steel industry was a big deal. This article is for paid members…
The Week Ahead | 08/20/2023
Welcome to “The Week Ahead,” where we dive into the key economic indicators that are shaping the markets and influencing investment decisions. As summer winds down, the U.S. economy is…
Home Depot: HD
Home Depot is the leading home improvement supply company. If you own a house, condominium, or apartment, you go there or visit one of its competitors like Lowes, Menards, or…
Kraft Heinz: KHC
Kraft Heinz is a food stock that we are all familiar with. They sell products we use every day. This article is for paid members - please login or subscribe…
Mid Month Musings: Rates (TLT) and Small Cap Stocks (IWM)
Asset prices are starting to get more volatile. Interest rates are rising, causing bond prices to fall. Equity pricing is resisting. How long will that last? This article is for…
Options Expiration
Standard monthly options expire this Friday. As a result, we need to address two trades with options expiring on the 18th. This article is for registered members - please login…
Spotify: SPOT
Spotify is a company that wants to be the Netflix of music. This is a great ambition, but will the company ever turn the corner to profitability? This article is…