Publications

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

AMGN, CVNA: Keeping America Running

After last week’s focus on employment data, attention shifts squarely to inflation and interest-rate expectations. Investors will be closely watching Wednesday’s Consumer Price Index (CPI) report and Thursday’s Producer Price Index (PPI) release for clues on whether price pressures are continuing to build, particularly as higher energy costs remain a concern. Earnings from Oracle and Adobe will also be in focus, offering insight into enterprise technology spending, cloud demand, and AI-related investment trends. With inflation data, consumer sentiment, and several high-profile corporate reports arriving in the same week, markets are likely to remain sensitive to incoming information as investors evaluate the outlook for growth, inflation, and monetary policy…. Read More

HON: Unsweet Roll

Honeywell needs more time now, but the company is sound and we should end up with a profitable position next month…. Read More

TTWO: Game Over

TTWO can’t withstand the market’s bearish pressure today, so a late roll is needed…. Read More