by Erik Kobayashi-Solomon | Jun 22, 2018 | Research
Oracle ORCL — a company we have followed for several years and made good returns in through sensible structuring — reported fourth quarter and full fiscal year results after market…
by Erik Kobayashi-Solomon | Jun 20, 2018 | Research
After hours on 6/19, Starbucks issued a statement setting forth its strategic priorities and announcing the closure of a larger than normal number of locations. Starbucks’ stock has fallen heavily…
by Erik Kobayashi-Solomon | Jun 13, 2018 | Research
A week ago, I published an article with my first impressions of a REIT in transition — Spirit Realty Capital SRC and toward the end of last week, I took…
by Erik Kobayashi-Solomon | Jun 12, 2018 | Research
In our June 2018 Covered Call Corner screen, we identified an auto parts manufacturer, Adient ADNT as a possible bond replacement investment candidate. Bill Nygren, the well-known portfolio manager of…
by Erik Kobayashi-Solomon | Jun 8, 2018 | Research
Since posting our June Covered Call Corner spreadsheet last week, I have been busy making transactions, a total of five bond replacement investments. Three of these investments used covered calls,…
by Erik Kobayashi-Solomon | Jun 8, 2018 | Research
As I was taking a look at Neflix NFLX the other day, I plugged its implied volatility numbers into the BSM Cone to compare my (wide) valuation range to the…
