The development of mRNA technology may turn out to be a pivotal event not only for Pfizer but for the entire healthcare industry. Read More
Archive
Filter
It wouldn't take much for Wall Street to "discover" Amkor and bid up its share price given its low valuation and superior operating metrics. Read More
Although the rapid rise of the COVID-19 Omicron variant has hurt our retail plays, our other holdings have benefited by an even greater amount. Read More
You can think of this trade as COVID-19 portfolio hedge, meant to offset temporary losses in your other positions if Omicron spirals out of control. Read More
Yesterday, Micron released its fiscal 2022 Q1 results that came in better than expected. As a result, our option has a current bid in excess of $26, which is more than twice what we paid for it. Read More
I believe Fox News’ viewership numbers, and the corresponding advertising revenue, will spike in the months leading up to the 2022 mid-term elections Read More
International Paper deserves some punishment for its recent financial performance but it should rebound quickly once the global supply chain has been restored. Read More
The sudden emergence of the omicron variant of COVID-19 has provided a rare opportunity to buy stocks across the entire economic spectrum at a discount, including this food products distributor. Read More
On average, the six securities that we have recommended thus far have appreciated more than 5% while the associated call options we've identified are up by four times that amount. Read More
Regardless of the impact rising inflation has on the overall economy, there is one sector that is certain to benefit: basic materials. Read More