June 5, 20180Comments

SoftBank Investment Validates GM’s Self-Driving Superiority

General Motors remains undervalued, and this latest positive development leads us to add it to our Focus List – Long Model Portfolio.

by Kyle Guske II

May 31, 20180Comments

Successful Danger Zone Pick Continues to Outperform

Since our original Danger Zone report and being added to our Focus List – Short Model Portfolio, this stock has significantly outperformed as a short position.

by Kyle Guske II

May 24, 20180Comments

Position Close Update: Etsy Inc. (ETSY)

The valuation alone is not enough to justify keeping this position open given the large improvement in the firm’s fundamentals led by a new management team.

by Kyle Guske II

May 17, 20180Comments

Position Close Update: National Research Corp (NRC)

While the firm’s fundamentals remain strong, its valuation no longer offers attractive risk/reward.

by Kyle Guske II

May 15, 20180Comments

Position Close Update: Dentsply Sirona (XRAY)

While XRAY’s fundamentals remain weak, the growth expectations implied by its valuation have become less unrealistic after the large price decline.

by Kyle Guske II

May 15, 20180Comments

Position Close Update: Knoll Inc. (KNL)

A decline in fundamentals, along with a weakening competitive position (KNL no longer earns the highest ROIC among competitors) lead us to close this position.

by Kyle Guske II

May 15, 20180Comments

Position Close Update: Briggs & Stratton Corp (BGG)

While BGG’s fundamentals remain weak, the growth expectations implied by its valuation have become less optimistic.

by Kyle Guske II

May 7, 20180Comments

Position Close Update: Target Corporation (TGT)

The decline in fundamentals along with what appears to be a weakening competitive position versus Walmart (WMT) and Amazon (AMZN) lead us to close this position.

by Kyle Guske II

May 1, 20180Comments

Model Portfolio Performance Through 1Q18

Our model portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios through 1Q18.

by Kyle Guske II

April 5, 20180Comments

Position Close Update: Snyder’s-Lance Inc. (LNCE)

Due to an acquisition, we have closed this position and removed it from our Focus List – Short Model Portfolio.

by Kyle Guske II

April 5, 20180Comments

Position Close Update: Tutor Perini Corp (TPC)

Growth expectations implied by its valuation have become less unrealistic, especially factoring in the lower tax rate going forward and as a result, we are closing this position.

by Kyle Guske II

April 5, 20180Comments

Position Close Update: Oclaro (OCLR)

LITE made an acquisition offer on March 12 and enough time has elapsed that a bidding war no longer seems likely, so we are closing our OCLR position.

by Sam McBride

March 21, 20180Comments

Position Close Update: Skechers USA (SKX)

The fundamentals no longer look strong enough for us to continue recommending the stock as one of our top long ideas, so we are closing this position with respectable gains...

by Sam McBride

February 27, 20180Comments

Position Close Update: Spectrum Brand Holdings (SPB)

Due to a rating change and merger with HRG, we are closing this position.

by Kyle Guske II

February 27, 20180Comments

Position Close Update: The Travelers Companies (TRV)

Due to a continued decline in ROIC, we are closing this position. Since original Long Idea, TRV has outperformed the market.

by Kyle Guske II

February 22, 20180Comments

Position Close Update: F5 Networks (FFIV)

We are closing this position and removing it from our Focus List – Long Model Portfolio.

by Kyle Guske II

January 31, 20180Comments

Our Model Portfolio Performance in 2017

Our model portfolios offer clients multiple strategies to outperform in good and bad markets. See the performance of these model portfolios in 2017.

by Kyle Guske II

January 18, 20180Comments

Long Idea Highlights & Lowlights From 2017

We present the Long Idea highlights and lowlights from 2017.

by Kyle Guske II

January 8, 20180Comments

Danger Zone Highlights & Lowlights From 2017

We present the Danger Zone highlights of 2017, followed by the lowlights.

by Kyle Guske II

November 28, 20170Comments

Position Update: NVR Inc. (NVR)

Following a 59% gain, driven by strong earnings beats, NVR now receives an Attractive risk/reward rating. Despite the price increase and rating downgrade, the stock still...

by Kyle Guske II

« Older Articles Newer Articles »