Santa Baby, An Investor’s Christmas List
As the holidays approach, I am reminded of Eartha Kitt's famous rendition of "Santa Baby", a rather ambitious Christmas list that included a duplex and checks. One particularly expensive item…
CrowdStrike | CRWD
As you know, we are generally bullish here at TOE, and for good reason. Looking back 100 years, equity returns at positive 73% of the time on a year over…
Rio Tinto Update | RIO
It's time to do an update on our Rio Tinto trade. Recall that Rio Tinto is a giant, diversified mining company that operates globally. This article is for paid members…
Office Hours | Share Repurchasers, WFC, MSTR
In this week's episode of Office Hours, Mike & Mark discuss the wisdom of passive investing with a tailwind. Specifically, they discuss the wisdom of investing in an ETF that…
Starbucks | SBUX
On September 3, 2025, we suggested that traders sell a cash-covered, near-the-money put on Starbucks common stock. We took this position because, while the company is in restructuring mode, we…
GE Aerospace is at all-time highs, but there are significant risks.
GE Aerospace's impressive rally since its spinoff from General Electric has captured investor enthusiasm; This article is for paid members - please login or subscribe for access.
Palantir Technology | PLTR
Palantir Technology is a company we have been watching with keen interest. It is a darling of both defense and AI investors. The reason is simple. The company specializes in…
Bath & Body Works | BBWI
Today, we are going to discuss a favorite, slow-growing, yet highly profitable company that few investors pay attention to. It is Bath & Body Works. I got back on my…
Office Hours | KMB & More
In this week's episode of Office Hours, we discuss the stresses on the banking systems that nobody is talking about. We go on to discuss Palentire with the idea that…
Wendy’s | WEN
The fast food industry has been struggling lately. McDonald's stock price is down, and Chipotle's stock price has fallen hard. Wendy's, the company that is the topic of today's note,…
What’s the Deal with Bitcoin | BTC & MSTR
As our readers are aware, we like Bitcoin as a long-term investment. So long as the Federal Government of the US, every European nation, and most emerging market governments run…
Cisco Systems | CSCO
Cisco was an internet darling. At that time, it was one of the most valuable publicly traded companies out there. The reality set in. This article is for paid members…