Wall Street isn’t willing to bet on a reprieve from the White House for Canada anytime soon, which is why time premiums on call options for this fund are low. Read More
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There are some very good healthcare companies trading at deep discounts until there is more clarity regarding how the medical delivery and payments system is going to work going forward. Read More
I view the stock market's recent pullback as an opportunity to open positions in some of our options trades that are currently underperforming. Read More
Block’s recent drop appears to be an overreaction triggered by algorithms that emphasize revenue growth over profitability. Read More
The reality of Trump's trade tariffs and tax cuts may turn out to be far less harmful to homebuilders than the fear of them to the overall economy. Read More
The clients using Booz Allen’s AI services are not the type of users that will quickly shift to an off-the-shelf product from a Chinese manufacturer. Read More
The new CFO wants to get off to a strong start, and raising the bar for 2025 would be a good way to do it. Read More
Kontoor is a solid business that is in the process of expanding its operating margins that Wall Street has not yet fully recognized. Read More
We made a lot of money on our January expirations, and now it's time to lay the groundwork for our next set of big winners. Read More
If the Trump administration does impose a 25 percent import tariff on tires manufactured overseas, Goodyear could raise its prices by half that amount and still be the best deal in town. Read More