January 26, 20220Comments

Weather the Storm with This Building Materials Supplier

With the Nasdaq down 14% year-to-date, and many stocks down much more, the market is losing its appetite for high-flying momentum names and turning to stocks of undervalued companies with strong fundamentals.

by Matt Shuler

January 19, 20220Comments

Picking Low-Cost Funds That Pick Winners

After rigorous analysis of ~7,500 mutual funds, we found a low-cost fund that successfully picks businesses with quality earnings and cheap valuations.

by Matt Shuler

January 12, 20220Comments

Focus List Outperformer We Still Like – Part 3

This report looks at a Focus List Long stock that outperformed in 2021 and is positioned to outperform again in 2022.

by Matt Shuler

January 12, 20220Comments

Focus List Outperformer We Still Like – Part 2

This report looks at a Focus List Long stock that outperformed in 2021 and is positioned to outperform again in 2022.

by Matt Shuler

January 12, 20220Comments

Focus List Outperformer We Still Like – Part 1

This report looks at a Focus List Long stock that outperformed in 2021 and is positioned to outperform again in 2022.

by Matt Shuler

January 11, 20220Comments

Position Close Update: Hyatt Hotels Corp (H)

Given the increase in price since May 2020 we’re taking gains and closing this long position.

by Kyle Guske II

January 5, 20220Comments

3 Focus List Laggards We Still Like

We’re starting 2022 by looking at three Focus List stocks that underperformed in 2021 but that we remain bullish on.

by Matt Shuler

December 17, 20210Comments

Doomsday Valuation Misses Persisting Oil Demand

This state-controlled operator is unabashedly prepared to grow its crude oil production while others divest.

by Matt Shuler

December 9, 20210Comments

This Supermajor Is Not Running on Empty

This integrated energy firm is positioned to meet growing global demand for energy and has a management compensation structure aligned with the interests of shareholders.

by Matt Shuler

November 18, 20210Comments

Industry Leading Scale Drives Continued Profit Growth

The country’s largest food service supplier is outexecuting the competition and taking market share.

by Matt Shuler

November 18, 20210Comments

This Market Leader Will Drive More Profits

Strong brand awareness, manufacturing expertise, and a large distribution network give this company a leg up in an industry facing change.

by Matt Shuler

November 16, 20210Comments

Position Close Update: Simon Property Group (SPG)

With limited upside potential, we’re taking gains and closing this long position.

by Kyle Guske II

November 10, 20210Comments

Improving Profits in a Growing Market Creates Shareholder Value

Despite missing top-line estimates in 3Q21 and giving back some of the pandemic-induced sales of 2020, this company is more profitable than it was pre-pandemic and is expanding its reach.

by Kyle Guske II

November 10, 20210Comments

Industry Leading Builder Looks Even Stronger Post 3Q21 Earnings

After a record 2020, this company is still firing on all cylinders in 2021.

by Kyle Guske II

November 3, 20210Comments

The Incumbent Advantage Creates a Large Moat

Deep customer relationships and strong cash flows will keep this tech company’s moat intact for years.

by Matt Shuler

November 3, 20210Comments

Position Close Update: PetMed Express (PETS)

The rise of formidable competition, ballooning advertising costs, and long-term decline in profitability means the stock no longer provides the same risk/reward it once did.

by Matt Shuler

October 27, 20214Comments

Superior Service and Exclusive Network Set This Company Apart

This company’s best-in-class customer service and extensive payment network insulate it from incumbents and disruptors.

by Matt Shuler

October 27, 20210Comments

This Company Has the Tools to Outperform

With deep customer relationships and innovative solutions for future equipment needs, this global supplier has a durable business ready for a changing industry.

by Matt Shuler

October 27, 20210Comments

This Staffing Company Will Rebound From the Pandemic Dip

Despite making a post-pandemic recovery, this company is priced as if profits will never return to pre-pandemic levels.

by Matt Shuler

October 20, 20210Comments

Thinking Inside and Outside the (Retail) Box

Despite short-term headwinds, this Retail Apocalypse winner’s high-touch customer service and expansive store network position it for continued success.

by Matt Shuler

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