Publications

CI, HD: April Rolls Part 2 of 2

The last of our April rolls. We also have three trades expiring for a profit: Edison International (EIX), Netflix (NFLX), and Old Dominion Freight Line (ODFL). Have a great weekend! … Read More

AMT, AJG, COP, MLM, XBI: April Rolls Part 1 of 2

Five rolls to begin April expiration. We have one more set of rolls that will be published shortly. … Read More

ECL, GME, RNG: Rolling Trio

A nearly unprecedented three-week gain in the S&P 500 has helped many of our bullish positions, so only three rolls needed to end April expiration. Six expiring winners: AMT (66.7%), NET (47.1%), EG (44.8%), STZ (37.0%), COST (33.0%), WEC (20.5%)… Read More

PG: Downy Feeling

PG is a blue-chip stock, but it has been hurt by soft consumer demand and input cost inflation, so rolling for more time is the best way to avoid feeling crest-fallen…. Read More

EIX: Utility Blackout

EIX is a solid electric utility, but rolling for more time is needed to achieve a bright profit future…. Read More

ADI, RSG: Mr. Chips Takes a Dump

I’m running a barbell strategy this week: a long in Analog Devices (ADI) for exposure to high-growth, cyclical semiconductor demand, paired with a long in Republic Services (RSG) for stable, defensive cash flows from its essential, recession-resistant waste services business…. Read More

ICE, XLY: Handle with Discretion

The market has continued to rally despite a U.S. naval blockade of the Strait of Hormuz, so I’m betting the blockade will work to open the Strait to friendly shipping, oil prices will drop, and stocks will continue to move higher…. Read More

AAPL, ORCL: From One Bite to Total Recall

Markets head into the week with a continued focus on economic data, interest-rate expectations, and evolving geopolitical developments, all of which remain key drivers of sentiment and volatility. Investors will be watching retail sales, industrial production, and housing-related data for further insight into consumer strength and overall economic momentum. Ongoing commentary from Federal Reserve officials is also likely to shape expectations around the path of monetary policy, particularly as markets continue to assess the trajectory of inflation and growth. While earnings activity begins to pick up modestly, macro forces remain the dominant influence, with markets likely to stay sensitive to incoming data and headlines as investors evaluate the balance between economic resilience and policy risk…. Read More

MOS: Foul Fertilizer

This phosphate-based fertilizer company needs more time from asset sales and lower input costs to generate profits and appreciation in its stock price…. Read More

KKR, TTD: Insider Buying

Corporate insiders know a lot more about a company’s future prospects than the public, so if insiders buy when current public information looks weak, it usually is because they know the future looks much stronger…. Read More