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Long Ideas

Most Likely to Beat Earnings
October 8, 20250Comments

3Q25 Earnings: Where Street Estimates Are Too Low & Who Should Beat

We’ll show the five S&P 500 companies with understated Street Earnings most likely to beat 3Q25 earnings.
by Kyle Guske II, Senior Investment Analyst, MBA
October 2, 20250Comments

Catch a Free Ride on the LNG Wave

As the government shutdown enters its early days, our work to find hidden opportunities in an overvalued market forges on as always.
by Hakan Salt, Associate Investment Analyst
Long Idea
September 24, 20250Comments

Profit from AI Without the Tech Bubble Risk

How can investors take advantage of the AI race when most technology stocks are already overvalued?
by Hakan Salt, Associate Investment Analyst
September 17, 20250Comments

Steal Profits from A Little-Known Technology Movement

Our Long Idea this week features a rather unknown stock in an overlooked corner of the technology sector.
by Hakan Salt, Associate Investment Analyst
September 11, 20250Comments

Position Close Updates: Closing Long Ideas in September 2025

As markets trade at record levels, some stocks we once viewed as compelling opportunities now look too expensive, which leaves little upside potential.
by Hakan Salt, Associate Investment Analyst
Long Idea
September 4, 20250Comments

A Super Stock That Still Looks Super Attractive

In an increasingly discerning market, companies with strong businesses get rewarded.
by Hakan Salt, Associate Investment Analyst
Long Idea
August 27, 20250Comments

Television and Media Empire on the Cheap

See first-hand how our proven-superior data and analytics deliver superior stock picks.
by Hakan Salt, Associate Investment Analyst
August 22, 20250Comments

Position Close Update: Expensive Tech

This company no longer offers attractive Risk/Reward, and as a result, we’re closing this Long Idea.
by Hakan Salt, Associate Investment Analyst
Long Idea
August 13, 20250Comments

The Profit Engine That Remains Undervalued

Identifying stocks that combine strong fundamentals with cheap valuations should remain a priority for diligent investors.
by Hakan Salt, Associate Investment Analyst
August 7, 20250Comments

Position Close Update: Headwinds Too Strong

This stock no longer offers attractive risk/reward, and as a result, we’re closing this Long Idea.
by Hakan Salt, Associate Investment Analyst
Long Idea
August 6, 20250Comments

High Yield + Strong FCF = Attractive Income Stock

Investing in an income stock that generates robust cash flow and returns capital to shareholders could provide a safe haven.
by Hakan Salt, Associate Investment Analyst
Long Idea
July 30, 20250Comments

AI Tailwinds & a Cheap Stock

With billions flowing into the industry and driving up valuations, there couldn’t possibly be any stocks in the AI space that still look cheap, right? Wrong.
by Hakan Salt, Associate Investment Analyst
Long Idea
July 24, 20250Comments

Industry Leader Bouncing Back

Staying grounded in fundamentals, not chasing momentum or headlines, is essential.
by Hakan Salt, Associate Investment Analyst
July 18, 20250Comments

Position Close Update: No Longer in Range

This stock no longer offers attractive risk/reward as it once did.
by Hakan Salt, Associate Investment Analyst
Long Idea
July 16, 20250Comments

This Fund Finds Real Value in an Expensive Market

This week, we’re bringing a Very Attractive mutual fund in the top-ranked Style to your attention.
by Hakan Salt, Associate Investment Analyst
Long Idea
July 9, 20250Comments

A Toll Worth Paying

During periods of heightened volatility, disciplined fundamental research becomes even more critical.
by Hakan Salt, Associate Investment Analyst
Most Likely to Beat Earnings
July 3, 20250Comments

2Q25 Earnings: Where Street Estimates Are Too Low & Who Should Beat

We’ll show the five S&P 500 companies with understated Street Earnings most likely to beat 2Q25 earnings.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
June 25, 20250Comments

From Sand to Profits

While the summer sun may be blazing outside, steady, thoughtful decision-making remains the best way to navigate the markets.
by Hakan Salt, Associate Investment Analyst
Long Idea
June 18, 20250Comments

High Quality Business Running at a Steep Discount

Diligence is what separates fleeting trades from lasting returns.
by Hakan Salt, Associate Investment Analyst
June 12, 20250Comments

Position Close Update: Remove This Toothache

With an overvalued stock price and deteriorating fundamentals, this stock no longer provides the same risk/reward it once did.
by Hakan Salt, Associate Investment Analyst
« Older Articles

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