This Industrials Mutual Fund Earns Its Fees

BestApproachMutualFundRatings_featureimage

In eight of past nine quarters, the Industrials sector has ranked within the top three in our Sector Rankings for ETFs and Mutual Funds. Within the sector, we have identified a particularly attractive fund that traditional fund research overlooks.

Continue Reading →

This Media Giant Should Continue Its Dominance in 2017

mediagiant_featureimage

Warren Buffet’s advice to “be fearful when others are greedy, and be greedy when others are fearful,” presents an interesting conundrum

Continue Reading →

Top Stocks & Model Portfolios From 2016

longidea2016review_featureimage

Our Long Idea reports aim to identify those firms that the market has overlooked and that when analyzed beyond standard metrics, are significantly undervalued. In addition to individual Long Ideas, we provide Model Portfolios that provide well-screened lists of companies based on specific criteria

Continue Reading →

Stock Faceoff: Giants of Retail

wmtvstgt_featureimage

On the back of a strong holiday season, retailers are back in the spotlight. To start out the new year, we want to take the time to circle back to two of our previous long ideas on some of the giants in the retail industry.

Continue Reading →

Long Idea: Don’t Throw The Baby Out With the Bathwater

With a track record of profit growth, and a cheap valuation, this week’s Long Idea is also new to December’s Most Attractive Stocks Model Portfolio.

Continue Reading →

Long Idea: Royce Special Equity Fund

ROyceFeatureimage

Despite Small Cap Value receiving a Dangerous rating in our 4Q16 Investment Style Ratings, and containing many Dangerous-or-worse rated funds, there is one fund in particular that breaks the mold and is worthy of a second look.

Continue Reading →

The Best Acquisition We’ve Seen in 2016

BestAcquisition_featureimage

While we’ve taken issue with many of the large acquisitions in 2016, this deal not only passes the economics test, but also creates a combined firm with a strategic focus on the future.

Continue Reading →

Long Idea: National Research Corp (NRCIB)

LongIdeaNRCIB_featureimage

This week’s long idea flips the script. Not only does this company provide significant insights into the healthcare service industry, it has done so profitability for over a decade.

Continue Reading →

Long Idea Update: Thor Industries (THO)

Long Idea, Thor Industries (THO), up 30% since publish date, has been downgraded from Attractive to Neutral.

Continue Reading →

Long Idea: Amerisafe (AMSF)

LongIdea_AMSF_featureimage

Impressive profit growth, prudent underwriting, and an undervalued share price have earned Amerisafe (AMSF: $61/share) a spot on September’s Most Attractive Stocks list and make it this week’s Long Idea.

Continue Reading →

Long Idea: Williams-Sonoma (WSM)

LongIdeaWSMfeatureimage

With a strong and growing e-commerce presence, history of profit growth, and an undervalued share price, Williams-Sonoma (WSM) is this week’s Long Idea.

Continue Reading →

Long Idea: Ply Gem Holdings (PGEM)

LongIdeaPGEM_featureimage

With strong profit growth, an impressive return on invested capital (ROIC), and an undervalued stock, Ply Gem Holdings (PGEM) is this week’s Long Idea.

Continue Reading →

Skechers Update: Don’t Overreact To One Quarter

SKX2Q16update_featureimage

Shares of Skechers (SKX) plummeted over 20% last week. We think the markets are overreacting to a limited data set. Not only do quarterly results tend to be volatile, one three-month reporting period is rarely enough to establish a clear trend.

Continue Reading →

LUV Earnings: Market Overreaction Creates Buying Opportunity

LUVupdate2Q16_featureimage

After announcing 2Q16 earnings, LUV fell nearly 12%, as investors seemed to care more about Southwest’s ability to hit analyst expectations, which have inherent flaws, and less about the company’s record profits.

Continue Reading →

Long Idea: Lear Corp (LEA)

LEA_LongIdea_featureimage

Impressive profit growth and a valuation well below peers helped land Lear Corp on July’s Most Attractive Stocks list. Even better, aligning executive compensation with return on invested capital earns the stock a spot on July’s Linking Exec Comp to ROIC Model Portfolio.

Continue Reading →

Long Idea: Southwest Airlines (LUV)

LongIdea_LUV_featureimage

With a long history of industry-leading profits, improving ROIC, and an attractive valuation, Southwest Airlines (LUV) is on July’s Most Attractive Stocks list and is this week’s Long Idea.

Continue Reading →

Top Two Long Ideas

CNBC_7-12appearance_featureimage

CEO David Trainer appeared on CNBC’s Closing Bell on July 11, 2016 to discuss high quality investment opportunities in the current market

Continue Reading →

Long Idea: Thor Industries (THO)

LongIdea_THO_featureimage

This week’s Long Idea, Thor Industries (THO), has expanded through quality acquisitions, yet remains undervalued by the market at large. With a history of profit growth and beneficial trends in the recreational vehicle industry, Thor Industries makes an excellent addition to one’s portfolio.

Continue Reading →

Long Idea: Nuveen Concentrated Core Fund (NCAFX)

longidea_NCAFX_featureimage

This week’s Long Idea, Nuveen Concentrated Core Fund (NCAFX) justifies its fees through significantly better stock selection. In fact, NCAFX allocates heavily to stocks on June’s Most Attractive Stocks list.

Continue Reading →

Long Idea: Sally Beauty Holdings (SBH)

LongIdeaSBH_featureimage

Sally Beauty operates in an industry that tends to be recession-proof. What’s more, its cheap valuation and recent changes to executive compensation position the stock to outperform in the long term.

Continue Reading →

Page 1 of 14