Toyota Motor Company | TM
Toyota Motor is probably our favorite auto manufacturer, as it makes more cars than any other in the world. The company made 9.6 million vehicles under the Toyota brand in 2025. Add in the Daihatsu and Hino brands, and total…

Oil Services | SLB
One of the situations that surprises most retail oil and gas investors is that exploration and production companies did not automatically increase drilling activity when oil prices began to rise after the onset of the war with Iran. This article…

People are nervous. Should you be? | SPY & QQQ Oil & Rates
The equity markets are at an interesting juncture. About 6 weeks ago, we were looking for a correction in the broad market averages as we interpreted investor behavior a bit frothy. But an interesting thing happened as the scenario played…

Netflix Update | NFLX
Netflix reported earings on October 20. We thought the performance was just fine. The street thought otherwise. This article is for paid members - please login or subscribe for access.

Super Micro Computer Inc | SMCI
Back on August 23, we suggested getting long Super Micro Computer Inc when the stock was trading at $37.24 a share. We suggested getting long by selling an October $35 strike put option for $3.09. This article is for paid…

Hess Midstream LP | HESM
With the leading tech names looking a little wobbly and the AI trade becoming painful, we think it makes sense to continue to look for developing ideas. We have found one that offers high yield. This article is for paid…
May 18, 2026

Semiconductors | SMH

In our conversation with investors, we hear a few questions over and over. Is AI a bubble? And, are the semiconductor stocks overbought? We think the second question is essentially…

May 13, 2026

Hut 8 | HUT

Back in February of this year, we suggested selling a cash-covered put option on Hut 8. That trade worked well, and we think it is time to lather, rinse, and…

May 11, 2026

APA Corp | APA

We believe the oil trade is a situation where we expect oil prices to be higher for longer. And by longer, we mean longer than the average investor suggests. This…

May 9, 2026

Charles Schwab Corp | SCHW

We have not talked about the Charles Schwab Corporation in some time. Given its current technical setup, we think it makes sense to take a fresh look. This article is…

May 6, 2026

Novo Nordisk Update | NVO

One of our long ideas is Novo Nordisk. The company had an earings announcement on May 6, and we thought this would be an opportune time to revisit the company.…

May 5, 2026

DLocal | DLO

Today, we return to emerging markets and a payment company, DLocal. Although we discussed it previously, DLocal is a company that few of our readers know about. We like the…

May 4, 2026

Time to Take Profits on Rio Tinto PLC | RIO

On October 14, 2025, we suggested buying Rio Tinto, the big diversified mining company. This article is for registered members - please login or click here to subscribe or register for free.

April 30, 2026

Qualcomm | QCOM

For those paying attention, the share prices of chip companies have rallied to heights few could have imagined just a few months ago. This situation begs the question: are there…

April 30, 2026

Berkshire Hathaway | BRK.B

Today, we revert to one of our favorite companies, Berkshire Hathaway. This conglomerate is a company that continues to perform on its financial metrics even while the stock wanders in…

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