Adobe | ADBE
We just wrote a note suggesting that enterprise software, in general, and enterprise software stocks, in particular, are vulnerable to a selloff. We generally do not try to find the…
Software | IGV
Software companies have been a bit of outperformers since the Great Financial Crisis. What is not to like? Software development costs take place upfront, driving the cost of goods sold…
Berkshire Hathaway | BRK/B
Today, we revert to one of our favorite companies, Berkshire Hathaway. Most do not think of BRK as an options play, but we do. This article is for paid members…
Silver | SLV
The precious metals have been all the rage, and the price of these commodities seems to go up day after day. If you wanted to get in, you couldn't buy…
Some important companies announced earnings. This is our take.
Today was a big earnings day, as many important companies reported their fourth-quarter financial results.
Comstock Resources | CRK
For those who follow our work, they will know that we like Range Resources in the natural gas production space. They have vast natural gas reserves and can produce it…
Fiserve | FISV
Is Fiserve a buy-the-dip situation? But before we get to that, who is Fiserve and what do they do? This article is for paid members - please login or subscribe…
Hersey Food Corp | HSY
Hershey Foods is an iconic brand, but just because they are a premier producer of chocolate and non-chocolate confectionery products (such as gum and mint refreshment products, including mints, chewing…
Lamb Weston Holdings | LW
Lamb Weston, we hate you... At least that is what the investment community is saying these days. This article is for paid members - please login or subscribe for access.
Adobe | ADBE
AI is impacting software companies, and there is a view that it will inflict greater damage on software than on most other industries. This phenomenon is creating a new class…
Magnificent 7 | MAGS
On November 20, 2025, we argued that the Mag 7 stocks had reached a plateau and were likely to trade sideways for a while. To capitalize on this thesis, we…
Crude Oil | USO
The price of oil has been moving up over the last few days, and the financial media is getting more excited than a dog with two tails. This article is…