I expect Wall Street to start loading up on small cap stocks now that an economic recession during the second half of this year seems unlikely. Read More

Eastman would greatly benefit from China and the United States reaching a long-term trade agreement since China is one of Eastman’s biggest customers. Read More

Chipotle appears to be a business that is gradually losing market share and isn’t sure what to do about it except keep doing more of the same. Read More

Now that we have seen the impact of that threat on new home sales, it may not be long until companies that are indirectly impacted by that trend decide it’s time to retrench and ride out the gathering storm. Read More

Our put option on Arista Networks and call option on Hewlett Packard Enterprise are both in the money and may require action on your part. Read More

The fundamental problem with Cameco’s very high valuation is that it takes a long time to restart mothballed nuclear reactors, and even longer to build new ones. Read More

Dollar Tree is expecting its pace of sales to quicken at the same time it will be driving up its EPS as it repurchases additional shares of stock. Read More

I am moving the three large cap stocks currently held in our Equities portfolio to the Options portfolio and adding an associated LEAPS trade to make them consistent with the rest of the portfolio. Read More

As far as I know, Amer Sports is the only company in the world that feels confident enough in its outlook for how the Trump trade wars will end to make such a claim. Read More