Crude Oil Update | USO, XOM, APA, SU
We are crude oil bulls from an investor perspective. But as oil users, we would like to see it come down. But what we like does not matter. It is our job to figure out what the market is going…

Bookings Holdings Inc | BKNG
Sometimes you find a stock you are in sync with, and it trades well. Booking Holdings is one such stock for us. This article is for paid members - please login or subscribe for access.

Alphabet | GOOGL
Alphabet, the company formerly known as Google, is an interesting company. It is rooted in "old tech" like Search, which drives current cash flow. But the company is making significant investments in "new tech" like quantum computing and AI. This…

Micron Technology | MU
Almost all of the trade suggestions over the past year have been bullish. We have gone this route because 1) the economy is strong, 2) the AI infrastructure buildout is good for old economy stocks like utilities and construction, and…

Chipotle Update | CMG
We have been with Chipotle Mexican Grill since June 2026. We were looking for a turnaround, and that process seems to be taking longer than we originally expected. This article is for registered members - please login or click here…

Netflix | NFLX
Netflix has fallen off investors' radar. This is evidenced by the fact that the stock price has gone nowhere since 2018. This article is for paid members - please login or subscribe for access.
April 10, 2023

Rio Tinto: RIO

The consensus view is that inflation is whipped. All that is needed is time to pass, and people will figure out that inflation is headed back to the 2% target…

April 10, 2023

The Week Ahead 04/10/2023

As we gather with friends and family to celebrate Easter, we want to take a moment to extend warm wishes to everyone, regardless of their beliefs or traditions. This special…

April 8, 2023

Update

On April 3, we suggested the people consider a bullish position in APA Corp. APA, an exploration and production company operating in Egypt and the United States. This article is…

April 8, 2023

Mosaic: MOS

Food inflation is top of mind these days. One cannot help but see the effects as trips to the grocery store are becoming more painful every day. This article is…

April 5, 2023

Tyson Foods: TSN

Tyson Foods is one of the largest producers of protein in the US. Their competitive advantage is that they can produce protein at an affordable price. This article is for…

April 5, 2023

Palo Alto Networks: PANW

It is time to revisit Palo Alto Networks. We suggested traders take a bearish position with a risk reversal structure. Risk reversal is a stock replacement strategy. In this application,…

APA Corp: APA

OPEC, the Organization of Petroleum Exporting Nations, made a strong move today. They decided to cut production by an ADDITIONAL 1.16 million barrels per day. This article is for paid…

April 2, 2023

The Week Ahead | 04/03/2023

The 1Q GDP tracking estimate has been lowered to 0.8% q/q saar, down from 4Q GDP at 2.6%. This reduction is due to lower-than-expected core capital goods orders and shipments…

March 29, 2023

Alibaba: BABA

The shares of Chines Tech companies, in general, and Alibaba, in particular, have been in a bear market for several years. The reason why has to do with governance. Not…

March 28, 2023

Missing the Target: TGT

Target is a big box retailer that competes head-to-head with Walmart. Like Walmart (WMT), they sell food, clothes, electronics, toys, household items, and more. They try their best to be…

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