The Power in Southern Company (SO)
Yesterday equity prices ripped higher on the backs of hope/talk that a spending bill would pass that in short order. The financial media and investors seem to think a government…
Lockheed Martin Corporation (LMT)
In the current environment, it is hard to find bullish trading ideas. However, Mike may have found one and he shared it with the viewers on Options Action last Friday…
Time to “T-Off” with ATT?
ATT, the communications giant and one time monopolist in the telecom space is in the news. The Activist and Vulture Fund, Elliott Management has taken a $3.2 billion position in…
Time to Hedge
Over the past week, we have shared a number of methods for hedging that can also be used for taking outright downside exposure. This Friday Mike talked about how to…
Trade Updated: Fifth Third Bank (FITB)
Fifth Third Bank is a super-regional bank that TOE first discussed back in May of 2018. At that time we, we sold a put spread when the shares were trading…
Roll LyondellBasell Industries (LYB) Trade
Back on June 3, 2019, we discussed the investment opportunity presented by LyondellBasell Industries (LYB), the big petrochemicals company. LYB has a market cap of about $30 billion and an…
Get Chemically Enhanced (again) with LyondellBasell (LYB)
Today we turn our attention once again to a company we have traded successfully in the past, LyndellBasell (LYB). Over the past few years, the company has met our valuation criteria,…
Spring Time at Home Depot (HD)
Its that time of year. Homeowners are starting the process of fixing up their house and gardens. That means people will be buying lumber, drywall, appliances, plants, outdoor furniture, etc.…
China “A” Shares
Back on 27-Feb-2019, we discussed the Chinese stock market. At that time, we went from neutral to bullish on Chinese equities. This was clearly a contrarian position as their stock…
Micron Technology (MU)
Micron Technologies is an example of a stock that seems to defy logic. Here we are in an expanding economy and investors price the stock as if it were about…