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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 for 30 years. If there was a technical setup to…
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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 subscribe for access.
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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.
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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 - please login or subscribe for access.
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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 paid members - please login or subscribe for access.
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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.
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March 24, 2026
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November 12, 2022
February 6, 2023
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Lowe’s Companies: LOW

When investors think of home improvement, they immediately think of Home Depot (HD). We typically do, and we have written about the HD several times on these pages as it…

February 6, 2023
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The Week Ahead | 2/6/2023

January is considered a reasonably good predictor of the stock market’s performance for the rest of the year. According to data dating back to 1928, when January sees an increase…

February 4, 2023
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What’s Next for Alphabet: GOOGL

Alphabet reported earnings on Thursday, and the company reported revenue and earnings less than Q4 2022. This article is for paid members - please login or subscribe for access.

February 1, 2023
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JPMorgan: JPM

The Fed increased its policy rate (the Fed Funds rate) by 25 basis points, consistent with investor expectations. But his language in the Q&A after he read the board's policy…

January 31, 2023
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Fed Day

Wednesday is Fed day. At 2:00 pm, they will announce their new target Fed Funds rate.

January 30, 2023
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General Electric: GE

GE is a company that used to bring good things to life. There was a time when GE made the best industrial and hard goods products in the business... full…

January 30, 2023
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The Week Ahead | 1/30/2023

Economic growth is a key indicator of a country’s overall health, and recent data suggests that growth is slowing down. According to our core views, GDP growth slowed down to…

January 28, 2023
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Alphabet Earnings: GOOGL

Alphabet, formerly known as Google, will report Q4 earnings on Thursday, February 2. Trading earnings is a challenging endeavor. Sometimes prices move sharply after the announcement, and sometimes it's a…

January 25, 2023
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What about Gold: GLD

We do not discuss precious metals very much don't these pages because we are neither gold bugs nor haters. We accept that gold is the only asset to prove itself…

January 25, 2023
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Dominion Energy: D

Dominion Resources is an electric and gas utility company. Since companies need electricity and natural gas to do their day-to-day activities, utilities generate steady cash flow. Let's not forget us.…

January 24, 2023
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Verizon Earnings, Buy the Dip? (VZ)

Verizon, the giant wireless carrier, reported earnings this morning. Given the premarket price action investors appear to be disappointed.  The company did not show any growth in earnings which was…

January 23, 2023
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The Week Ahead | 1/23/2023

The stock market’s poor performance in 2022 was largely due to concerns over the Federal Reserve raising interest rates and their potential impact on earnings growth. As we head into…

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