Posted on 10/7/20
Peloton Is Unfit For Fiduciaries
One of the greatest beneficiaries of the COVID-19 related disruptions have been home fitness equipment companies. Long term, the fitness market may be forever changing, but . . .
Posted on 9/30/20
Snap Is Priced To Take Over The World
SummaryWe think those with fiduciary responsibilities need to consider just how much risk they take by owning SNAP at current levels.This report shows investors of all . . .
Posted on 9/2/20
Wayfair Is Furnishing Investors With Risk
This online furniture retailer has seen a bump in sales due to COVID-19 related disruptions, and the stock price has soared. Investors in this firm are . . .
Posted on 8/28/20
Competitive Advantages Drive Sweet Growth Opportunities For The Hershey Company
SummaryAs more investors fear a reversal of the huge market gains since mid-March, they should look to get defensive with their portfolio.The firm is leveraging strong . . .
Posted on 7/7/20
PVH Corp. Will Come Back In Style
SummaryInvestors need to focus on individual stocks to generate meaningful returns going forward.Prior to the COVID-19 outbreak, PVH Corp. had a strong history of profit growth.After . . .
Posted on 6/1/20
Omnicom Group Positioned To Thrive, Not Just Survive
We first made OMC a Long Idea in May 2018 and with an even cheaper valuation, it looks even more attractive today.OMC has the cash to . . .
Posted on 2/21/20
W.R. Grace: Leading Firm With An Undervalued Stock Price
This week, we’ve found a company that should not only beat short-term earnings expectations, but has improving fundamentals, multiple growth opportunities, and an undervalued stock price.GRA . . .
Posted on 1/13/20
General Electric And Lam Research: 2 Stocks That Should Beat Earnings Expectations
SummaryThese two stocks are likely to beat earnings expectations according to our new Earnings Distortion Scores.One is a struggling company that looks like a good short-term . . .
Posted on 9/6/19
WeWork Could Be One Of The Worst IPOs In 2019
SummaryAs of the most recent funding round's valuation, WeWork would be the second-largest IPO of 2019, trailing only Uber.WeWork has copied an old business model, slapped . . .
Posted on 8/12/19
Disney's Avengers Spell Endgame For Netflix
Disney (NYSE:DIS) re-released Avengers: Endgame with deleted scenes on June 28th in a move that helped vault the superhero flick to first place in the all-time . . .
Posted on 7/15/19
Kimberly-Clark: Ignore The Noise And Stick With This Undervalued Stock
SummaryInvestors and analysts love to make dramatic pronouncements based on quarterly earnings reports.One quarterly earnings “miss” or decline in revenue can overshadow years of steady profit . . .
Posted on 3/18/19
Is This Rock Bottom For Newell?
Summary Forget all the "earnings season" analysis you read last month. The real earnings season (annual 10-K filing season) is happening right now. Last week, analysts . . .
Posted on 3/18/19
Is This Rock Bottom For Newell?
SummaryForget all the "earnings season" analysis you read last month. The real earnings season (annual 10-K filing season) is happening right now.Last week, analysts parsed 421 . . .
Posted on 4/4/18
'Value Stocks' That Are Actually Expensive
For the past few years, analysts have noted the underperformance of “value” stocks when compared to “growth” stocks. This extended underperformance has led to a large . . .
Posted on 11/29/17
Hasbro-Mattel Merger Could Produce Big Profits
Hasbro (HAS) is not playing around. One of the largest companies in the toy industry is looking to acquire major competitor Mattel (MAT), according to a . . .
Posted on 9/14/17
United Technologies Overpaid For Rockwell Collins
No one was surprised when United Technologies (UTX) announced its takeover of Rockwell Collins (COL) last week. After all, a deal between the two companies had . . .
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