Position Close Update: Carter’s Inc. (CRI)
The rise and valuation and the decline in fundamentals means CRI no longer stands out as an especially good value and we are closing this position.
Sam McBride
Long Ideas
Sam McBride
Benefit from a Strong Labor Market with This Stock
An economic tailwind, combined with a cheap valuation and high-quality corporate governance, make this staffing firm this week’s Long Idea.
Sam McBride
You Can Trust the Investment Process of These Managers
Leveraging our Robo-Analyst technology we found a mutual fund with managers that put their money where their mouth is when it comes to ROIC.
Sam McBride
Not Too Big, Not Too Small – This One is Just Right
There is one company that is capitalizing on this growing market and making a lot of money while doing so. Meanwhile, most investors do not understand its potential and have...
Kyle Guske II
Beat Private Equity to the Punch on This Value Opportunity
This week, we’re highlighting another cheap retailer that was recently confirmed as a buyout target. This firm also has a high and sustainable dividend yield and upside...
Sam McBride
Ahead of the Curve
This company is uniquely well-positioned to capitalize on the growth in this overlooked, niche market. However, the expectations baked into the stock price remain too low.
Kyle Guske II
A Tale of Two Segments
The value that could be unlocked in a spin-off, and even the undervaluation of the combined firm, give this stock attractive risk/reward.
Sam McBride
Position Close Update: Cracker Barrel Old Country Store (CBRL)
A decline in fundamentals, along with an increasingly competitive industry, lead us to close this position and remove it from our Focus List – Long Model Portfolio.
Kyle Guske II
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.
Kyle Guske II
This ETF Lives up to Its Name
Leveraging our Robo-Analyst technology, which analyzes the holdings of all 7,908 ETFs and mutual funds under coverage, we found this ETF with high quality holdings that should...
Kyle Guske II
This Pick and Shovel Stock is Still a Value
Accounting results understate the impressive profit growth of this market leader.
Sam McBride
Position Close Update: National Research Corp (NRC)
While the firm’s fundamentals remain strong, its valuation no longer offers attractive risk/reward.
Kyle Guske II
This Footwear Stock is Back on Sale
It can be scary to buy a stock that’s just dropped 30%, but if the long-term trend in fundamentals remains intact, an unwarranted drop in valuation can lead to a great buying...
Sam McBride
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.
Kyle Guske II
See Us on Real Vision TV Talking Retail’s Revival
David Trainer sat down with Alyona Minkovski of Real Vision TV to talk about our recent Long Idea “Rising from the Ashes to Lead a New Retail Paradigm.”
Kyle Guske II
Turning Challenge Into Opportunity
The market has failed to recognize the resilience and strength of this business, and the stock’s valuation implies a permanent decline in profits based on a misunderstanding...
Kyle Guske II
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.
Kyle Guske II
The “Value” Stock That Traditional Value Investors Can’t See
This stock looks expensive based on traditional metrics, but a look at the true cash flows of the business shows otherwise.
Sam McBride
Rising from the Ashes to Lead a New Retail Paradigm
The market has recognized some of the turnaround (shares are up 40% in the past year), but investors are missing the critical role the firm could play in the next chapter of...
Kyle Guske II
New Technology Helped Us Find This Gem of a Fund
Our approach to fund research led us to a fund that backs up its past outperformance by allocating to better stocks than its benchmark while charging below-average fees.
Kyle Guske II