OILK: Changing To A Bullish Stance (Archive)
Cautiously bullish on oil after OPEC+ cuts and China’s recovering demand and PMIs.
Archive
5-Minute Pitches Archive for articles published on Seeking Alpha since Sep'22
Johnson & Johnson: Negative Alpha Likely Ahead (Archive)
Technical analysis points to JNJ underperforming the S&P 500 in coming quarters.
Charles Schwab: Watch These Top 3 Metrics (Archive)
Waiting for three key metrics to confirm Schwab’s undervalued, but risky, opportunity.
Google: Look Up At The Cloud (Archive)
Cloud’s quietly becoming Google’s profit engine, with pricing and margins inflecting higher.
Energy Transfer: A Neutral Stand Amid A Tsunami Of Bullish Cheers (Archive)
The lone neutral voice amid Energy Transfer’s overwhelmingly bullish crowd.
Why I Think JEPI Will Outperform SCHD (Archive)
JEPI’s portfolio better reflects my macro views than SCHD’s, especially on energy.
SCHD: Annual Portfolio Refresh Won't Help (Archive)
SCHD’s looming energy overweight risks turning dividend strength into cyclical performance drag.