AVGO: Run It Twice
The best stock recommendation I ever got was at an investors meetup in San Francisco about a decade ago. At the time I was infatuated with a stock called Ambarella (AMBA) which provided the chips for GoPro (GPRO) – which…
CRM: Excellent Quarter But The Stock Is Overextended
Salesforce (CRM) just reported an excellent 1Q23 – but maybe not enough to push the stock higher in the short term. CRM raised full year operating margin guidance to 28% from 27% and as a result they now expect EPS…
CRM Earnings Preview; How To Play An Overextended Stock
Salesforce (CRM) has been on fire since its last earnings report when it surprised the market with 27% operating margin guidance for its current fiscal year. The stock is now up ~70% from its December lows heading into its 1Q23…
Speculating On A COST Membership Fee Increase
Costco (COST) reports earnings after the close Thursday. As you already know from my weekly market preview blog, I am a COST shareholder. However, I think this quarter also holds the potential for a major upside surprise. COST is due…
Low Bar For MU Earnings
NOTE: The options trade recommended in this blog is risky. You could lose all of your money. Only invest a small amount of money if you decided to take the trade. Chip maker Micron (MU) is set to report FY231Q…
GIS Is Due For A Pullback
Note: Selling naked calls – the option strategy recommended in this blog – is a risky strategy. In theory, your liability is unlimited should the stock surge above the strike price. Only sophisticated investors should take this trade. Food company…
KMX Stock May Be Washed Out
NOTE: The options trade recommended in this blog is risky. You could lose all of your money. Only invest a small amount of money if you decided to take the trade. The used car market was on fire during the…
Collect Options Premium Ahead Of ORCL Earnings
NOTE: This blog articulates a complex options strategy known as a Short Strangle. It is recommended only for sophisticated investors who understand the risks involved. Oracle (ORCL) – which reports earnings this afternoon – is a stock I have followed…
Speculating On CPB Earnings
NOTE: The options trade recommended in this blog is risky. You could lose all of your money. Only invest a small amount of money if you decided to take the trade. Apparently I’m in a gambling mood as I prepare…
Speculating On DOCU Earnings
NOTE: The options trade recommended in this blog is risky. You could lose all of your money. Only invest a small amount of money if you decided to take the trade. Docusign (DOCU) – the leading esignature platform – reports…