Publications

AIG, BSX, AVGO, CDW, CEG: June Rolls Part 1 of 4

Lots of rolls this expiration month. Here is part 1 of 4. … Read More

AMGN, DHI: Heavy Houses

A leading homebuilder looks attractive because demand for undersupplied starter homes remains resilient, while a major biotech is advancing a next‑generation GLP‑1 obesity therapy that may allow for far fewer doses and potentially cause fewer gastrointestinal side effects…. Read More

CHTR, GIS, KMX, MKC, Z: Adjusting LEAP Calls and More

Lowering call strikes on several positions in order to benefit from any price rebound that occurs from very depressed valuation levels…. Read More

BX, ILMN, NKE, UPS: Adding Covered Calls and More

Taking advantage of a quiet Tuesday to make adjustments on four of the portfolio’s LEAP call positions… Read More

AMZN, JBHT: Supply Chain Supernova

Freight carriers are under pressure because late‑cycle volume softness and weak contract pricing continue to compress profit margins, while e‑commerce platforms remain attractive because their highest‑margin businesses — cloud and advertising — continue to post strong revenue growth, even though heavy AI‑related investment are temporarily depressing earnings…. Read More

FBIN, CLX: Looks Clean Enough

Markets head into a holiday-shortened week with the spotlight firmly on the Federal Reserve’s June policy meeting, where investors are widely expecting interest rates to remain unchanged but will be closely watching for updated economic projections and commentary on inflation, growth, and the path of future policy. Stronger-than-expected labor market data has reduced expectations for near-term rate cuts, making Fed guidance particularly important. Investors will also digest retail sales, housing data, and manufacturing indicators for additional clues on economic momentum. Meanwhile, developments in the Middle East and their impact on energy prices remain a key variable for inflation expectations and overall market sentiment. With a Fed decision, fresh economic data, and markets closed Friday for Juneteenth, this week’s condensed calendar still has the potential to drive significant volatility and shape expectations for the second half of the year…. Read More

NOW, SHOP, TPR: Sooner Rather Than Later

Three rolls on this special SpaceX IPO Friday…. Read More

FIS: Flighty Financial

FIS is transforming itself into a much stronger company, but a roll is needed to give the stock more time to move up closer to its full valuation potential…. Read More

APO, IQV, TMO: Apollo’s Lab Rats Just Went Into Heat

These three stocks are an income trifecta for a simple reason: they are the ultimate “picks and shovels” play for the two things the world will never stop pouring money into—aging populations and private wealth…. Read More

CSCO, TPR: Fashion Networking

Both CSCO and TPR have been priced to perfection after massive runs, leaving them highly exposed to steep multiple contraction if their narrow-margin growth drivers cool…. Read More