Retail | A Tail of Two Stories | Looking at Averages Does Not Help
If you listen to the popular press, wall street analysts and financial pundits, you might think that retail sales are dead in the water. Taken to their logical conclusion, you…
Hold a Buck to Make a Buck
One of the subjects that we have discussed here at TOE has been monetary policy, interest rate differentials, and the performance of the US Dollar. As a memory refresher, we…
Breaking Out the Financials
The old common rule of thumb was that falling interest rates are good for bank and rising equity prices are good for the insurance companies. At first blush, this makes some…
Did Skechers (SKX) Signal Consumers are Ready to Run?
Skechers U.S.A., Inc. (SKX) designs and markets lifestyle footwear for men, women, and children, and performance footwear for adults. The Company operates in 3 segments: (1) domestic wholesale sales, (2)…
Update: United Continental Holdings (UAL)
United Continental Holdings (UAL) reported their Q3-2017 financial performance yesterday and Wall Street Analysts did not like what they heard. Day traders, momentum traders, and scalpers did not like what they…
Can UAL Takeoff?
The airline industry is not what it once was. It has matured and transformed from a highly competitive and fragmented industry to one that is still competitive but more disciplined…
An Alternative Way to Play a Smackdown
There are a number of ways of playing a crash in share prices. The traditional methods investors use would be to buy out of the money puts by the truckload…
Portfolio Performance Update (03-Sept-2017)
We present our ideas here at TheOptionsEdge.Com and in the spirit of full transparency, we track the performance of these ideas in the TOE Trade-Ideas portfolio. In 2016 and 2017…
Time to Get in Sync with Synchrony Financial (SYF)
Synchrony Financial (SYF) is a consumer financial services company. They offer private label credit cards, dual cards, and small and medium-sized business credit products. In addition, they offer promotional financing…
Does LyondellBasell Industries (LYB) have the Right Formula?
LyondellBasell Industries N.V. (LYB) manufactures of chemicals and polymers, refiner of crude oil, producer of gasoline blending components, and develops and licensor of technologies for production of polymers worldwide. It…