Publications

ACN, DXCM, HON, HSY, ICE, SO: Seditious Six

Six rolls to end the last full week of April…. Read More

BR, BSX, CALM, GPC, MSFT, V: Early Rolls

The stock market’s huge April rally has been impressive, but not impressive enough to save these six positions from needing rolls…. Read More

UPS, TGT, MRNA: Collecting Premium

Three LEAP call positions converted into Poor Man’s Covered Calls…. Read More

LOAR, SPGI: Ratings and Runways

Aerospace demand remains high for LOAR thanks to increased defense spending and SPGI’s recurring, mission-critical data business is a bastion of safety in these uncertain times…. Read More

BR, ADBE, TTD: Buy Stock, Sell Put Option, Buy Call

This month’s bullish positioning is centered on three names with historically consistent seasonal strength—Broadridge Financial Solutions (BR), Adobe Inc. (ADBE), and The Trade Desk (TTD)—each showing a 100% win rate for this specific period based on historical performance trends. While seasonality alone is never a standalone signal, the alignment of strong historical bias with stable fundamentals and supportive technical setups creates a favorable risk/reward backdrop. BR continues to benefit from resilient demand in investor communications and capital markets infrastructure, ADBE remains a dominant force in high-margin recurring software with expanding AI integration, and TTD is leveraged to secular growth in programmatic advertising and connected TV…. Read More

EEM: Kaching Closeout

Closing out this six-year position for a nice gain. … Read More

DXCM, META: Sugar Meets Scroll

DXCM and META are both strong buys right now because of discounted valuations and clear growth catalysts…. Read More

IBM, VRSK: Every Signal Gets Scored

Markets enter the week with attention shifting toward earnings season, economic data, and ongoing geopolitical developments, all of which are likely to influence near-term sentiment and volatility. Corporate results are expected to pick up across multiple sectors, with investors focusing closely on guidance and margin trends as companies navigate inflation pressures and demand conditions. On the macro side, data such as PMI readings, housing indicators, and weekly jobless claims will provide additional insight into economic momentum and labor market conditions. Continued commentary from Federal Reserve officials may also shape expectations around the path of interest rates. With earnings and macro data intersecting, markets are likely to remain reactive, reinforcing the importance of selectivity and disciplined risk management as new information is absorbed…. Read More

AIG: Shout Out to Phil

One last roll to finish off the month. Also, a special shout out to Phil W. for his eagle eye on AIG. NOW — I hope everyone has a great weekend! … Read More

KRE, LVS, TXN: Closeout Winner and Rolls

Three rolls, a profitable closeout, and three expiring winners: MCD (100.0%), DG (44.9%), KRE (12.8%), and RTX (11.1%)… Read More