Hard assets are in play, and agriculture may be the next asset class to benefit from the Trump administration's hardball approach to managing geopolitics. Read More

Demand for Greenbrier’s equipment could quickly escalate on the assumption that global trade with the United States will start to revert to its previous level if the Trump import tariffs are disallowed by the Supreme Court. Read More

I don’t have a problem with Chipotle as a business., but I do have a problem with the way Wall Street overreacts to the company’s quarterly earnings reports. Read More

Wall Street continues to rotate out of overpriced mega cap stocks into mid cap and small cap names that are trading at more reasonable valuations, which should benefit Sprouts as more portfolio managers recognize the disparity between Sprouts operating metrics and the multiples assigned to them. Read More

After rising 17 percent since it released its Q3 results last month, ABNB is bumping up against the same technical resistance level around $140 that sent it plummeting below $120 four months ago. Read More

Since this trade expires at the end of this week, I am closing it out now to lock in our huge profit to avoid possible giving back some of that gain. Read More

Travel is on the rise, and so are sales for this international travel products and services provider. Read More

If the company lives up to its guidance for 2026, then Wall Street should get back on board the Disney bandwagon. Read More

The company can’t keep accumulating unsold goods indefinitely. At some point, it must either sell them for what they can fetch or mark them down to reflect their current market value. Read More

I don’t expect the company’s financial metrics to deteriorate anytime soon, but the multiples that Wall Street is willing to pay for those results could take a hit as soon as the healthcare debate takes center stage. Read More