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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. Username Password Remember Me  …
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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…
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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…
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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…
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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.
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Is Yum Brands Starting to Look Tasty? | YUM

The fast-casual food industry has had some trouble over the past couple of years due to systemic factors (mostly) and self-inflicted wounds. 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
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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.

April 20, 2026
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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 -…

April 18, 2026
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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…

April 15, 2026
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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.

April 14, 2026
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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…

April 13, 2026
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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.

April 10, 2026
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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…

April 9, 2026
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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…

April 7, 2026
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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…

April 6, 2026
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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…

April 4, 2026
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United Parcel Service | UPS

United Parcel Service (UPS) is an American multinational package delivery and supply chain management company, widely recognized as one of the world's largest logistics providers.  This article is for paid…

April 1, 2026
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T Rowe Price | TROW

We find something rather curious. Wall Street is all about asset management, and what industry do they seem to ignore... asset managers. This article is for paid members - please…

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