Japan & Honda | HMC
Today, we are going to take a step off the conveyor belt and talk about Japanese stocks. As a quick reminder, they peaked on 12/31/1989 and went into the doldrums…
Devon Energy | DVN
The oil and gas sector is doing well, but some companies are left behind. One such company is Devon Energy. This article is for paid members - please login or…
UnitedHealth Group | UNH
UnitedHealth Group reported Q1 2026 earnings today, and the market liked what they heard. This article is for paid members - please login or subscribe for access.
Oracle Corp | ORCL
Oracle Corp has had its share of ups and downs. Recently, it has mostly been down. The reason for this is rather simple. This article is for paid members -…
MercadoLibre | MELI
Today, we return to MercadoLibre. We suggested selling an April $1,800/$1,700 put spread on February 23, 2026, for $41.75. That put spread expired worthless on Friday. This article is for…
Mosaic Update | MOS
In today's note, we wanted to revisit Mosaic, the big fertilizer company. This article is for paid members - please login or subscribe for access.
Options Expiration
Here we are at options expiration: 5 trades are coming to an end; 2 are in the red, and 3 are in the black. This article is for registered members…
Hims & Hers | HIMS
There is another way to play the weight-loss craze: Hims & Hers... This article is for paid members - please login or subscribe for access.
Comcast | CMCSA
Cable is dead, some say. People are cutting the cord, and in time, there will be nothing left. We think a misunderstanding of broadband drives this idea. This article is…
Air BNB | ABNB
Air BNB is not my (Mark) cup of tea. But I do understand that I am outside the circle of younger people who are willing to go out on a…
The US & Iran Cut a 2 Week Deal
We finally have a glimmer of good news. The US & Iran agreed to a two-week-long ceasefire. This article is for registered members - please login or click here to subscribe or…
CVS Inc | CVS
On April 11, 2025, we suggested that income-oriented investors execute a buy-write on CVS, the healthcare maintenance company. This article is for paid members - please login or subscribe for…