A slowing economy and the war in Iran could lessen demand for advertising revenue. Read More

Recent escalation in warfare by the United States in Iran suggests that the White House intends to use military force rather than diplomacy to reopen the Strait of Hormuz. Read More

Our put option is now trading at twice our limit price, so I am closing out this position to lock in our 100% gain in just four weeks. Read More

With the personal savings rate at a three-year low, consumers will have to rely more on credit to maintain spending which should be good news for Synchrony over the remainder of this year. Read More

There is nothing more to this story than an overlooked business that has reallocated its assets to emphasize its most profitable businesses and is now focused on relentlessly executing that strategy. Read More

After jumping 35 percent last week, this tech stock appears to be grossly overbought just as the AI trade is losing its momentum. Read More

Higher natural gas prices combined with an accelerated share repurchase program should result in a higher earnings multiple from Wall Street for this independent energy producer. Read More

Walmart has done a great job of improving the shopping experience at its stores, but its share price is now trading at valuations that do not appear to be sustainable. Read More

I am locking in our big gain on GBX before SCOUTUS gets a chance to rule on the legality of last year's trade tariffs. Read More

Now that the Trump administration has stated that it will not use military force in Greenland, it may not be long until DRS reverts to where it was prior to the Venezuela incursion. Read More