Publications

CCJ, MSFT, NOW, VRTX: Mixed Signals

Four rolls and one expiring winner: SHOP (40.8%)… Read More

DKS, EIX: Sneaker Fatigue and Wild Fires

Two rolls of positions facing disastrous situations — DKS is losing gobs of money at its Foot Locker subsidiary and EIX is facing unlimited liability lawsuits for wildfires. Thank goodness for the defined risk of option spreads!… Read More

AXP, DXCM: Black Cards and Blood Sugar

This dominant high-end consumer credit network continues to thrive thanks to exceptional customer loyalty and robust spending among high-net-worth cardholders. In contrast, the leading continuous glucose monitoring manufacturer faces an aggressive, multi-front margin squeeze and potential market share losses due to deep pricing undercuts from its chief volume competitor. … Read More

BAC, HLT, KMB: Buy Stock, Sell Put Option, Buy Call/Put

This month, we’re adding three new positions to the Seasonal Stock Alerts portfolio: bullish trades in Bank of America (BAC) and Hilton Worldwide (HLT), along with a bearish trade in Kimberly-Clark (KMB).

These recommendations are part of our August trade cycle and are arriving one week later than originally planned. I apologize for the delay and appreciate your patience. Going forward, we’ll be back on schedule, with the next group of Seasonal Stock Alerts trades scheduled for Wednesday, September 23…. Read More

AMT, DELL, LLY: Connecting Towers and Cutting Inches

Bearish the cell-tower REIT on rate sensitivity and stretched payout, while bullish on both the AI-server/PC refresh play and the GLP-1 obesity leader on earnings momentum…. Read More

COR, NDSN: Just What the Doctor Ordered

Markets kick off September with **the U.S. labor market firmly in the spotlight**, culminating in Friday’s August employment report after July payrolls unexpectedly declined by 23,000. Ahead of that release, investors will get July JOLTS job openings and ISM manufacturing data Tuesday, ADP private-payroll figures Wednesday, and ISM services Thursday, creating a steady stream of evidence on whether hiring conditions are stabilizing or weakening. Earnings also remain important, particularly for the AI infrastructure trade, with **Dell Technologies reporting Tuesday, Broadcom and Hewlett Packard Enterprise on Wednesday, and Lululemon on Thursday**. With the Federal Reserve’s September meeting approaching and the S&P 500 still near record territory, Friday’s jobs report could carry outsized weight in determining whether investors become more confident in continued economic resilience or begin pricing in a more pronounced labor-market slowdown…. Read More

NEE: Tedious Windbag

This Florida-based utility has underperformed because of uncertainties surrounding its proposed merger with Virginia-based Dominion Energy, so more time is needed to increase investor comfort with the merger…. Read More

ADBE: Climbing Back Up

We are making real progress on the ADBE position, but the hole was deep and a few more rolls are needed to climb all the way out…. Read More

AJG, CMI: Premium Horsepower

Commercial insurance brokers and industrial engine manufacturers present compelling bullish opportunities, as their core businesses are driving record-breaking demand and substantial free cash flow, ensuring that recent headline accounting distortions and temporary margin compression mask their true earnings power…. Read More

CRM: Adding Covered Call

With CRM releasing Q2 earnings after the market close on Wednesday, selling a new covered call beforehand generates some guaranteed income and partially reduces our exposure to a bad stock reaction. … Read More