Edison International | EIX
It is a rare day that we suggest investing in an old economy company based in the once great state of California. But today is an exception. This article is…
Home Improvent | LOW
The home improvement industry is in a slump. Are the institutional investors correct in their assessment? This article is for paid members - please login or subscribe for access.
Good Fortune? Or Bad? Fortune Brands
Despite Fortune Brands Innovations' (NYSE: FBIN) optimistic name, investors may want to approach the stock with caution. The company, which manufactures plumbing fixtures, cabinets, and security products through brands like…
Why We Sold NVIDIA l NVDA
In equity markets, returns and market capitalization do not follow a normal distribution. This article is for paid members - please login or subscribe for access.
Crypto Update | IBIT, ETHA & MSTR
Back on November 1, 2025, we suggested bullish trade ideas in IBIT and ETHA, the ETFs that track Bitcoin and Ether, respectively. It is now clear that we were a…
Centene Inc | CNC
Politics and healthcare. I cannot think of a more dysfunctional relationship. This article is for paid members - please login or subscribe for access.
Give Thanks. Then Give Me Twenty.
It’s well known that Americans tend to overindulge a bit during the year-end holidays. Thanksgiving is commonly believed to be the day with the highest average calorie intake of the…
When Black Friday Comes
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PayPal Inc | PYPL
We discussed PayPal in August of this year, suggesting that traders sell a marginally out-of-the-money cash-covered put, with a couple of months to expiration on the stock. Those options expired…
NVIDIA Reports Earnings – Implications for MAG7 | MAGS
Today was an interesting day in the market. We were reluctant to discuss any trade ideas yesterday as NVIDIA was to report earnings before the opening. This article is for…
Options Expiration
It is that time of the month again. Standard monthly options will expire at the end of the week. As such, we have six trades coming due. Four of those…
Biotech | IBB
Here at TOE, we think (1) tech has run its course for the time being and 2) some out-of-favor sectors like Biotech are about to take the lead in the…