We Still Love These 3 Long Ideas After Earnings
This week we’re featuring three stocks from our “See Through the Dip” series that recently reported earnings.
Matt Shuler
Long Ideas
Matt Shuler
This Auto Manufacturer Is Worth the Wait
This established incumbent is making all the right moves to be a market leader as the automotive industry shifts focus to electric vehicles (EV).
Matt Shuler
A Micro-Bubble Brewing in the Home Goods Market
The old adage says, “cash is king,” and we prefer stocks in firms that consistently generate cash over those that burn cash.
Matt Shuler
Position Close Update: GameStop (GME)
Owning GME at current levels presents too much risk versus reward.
Kyle Guske II
Micro-Bubbles: Winners & Losers
With analysts warning the S&P 500 is alarmingly high, we’re proposing investors focus more on stocks with quality fundamentals.
Matt Shuler
Our Best Sector ETF
We focus on the top-ranked sector in 1Q21, Consumer Non-cyclicals, in this week's Long Idea.
Matt Shuler
3 Outperformers With Room to Soar
We’re taking some victory laps for picks that outperformed from the date we published our reports through the end of 2020.
Matt Shuler
3 Long Ideas Poised to Outperform
Just as we did last year we’re starting 2021 by looking at the Long Ideas that performed poorly in 2020.
Matt Shuler
It’s Time to Make a Trade In
Despite the firm's year-over-year decline in TTM revenue, we think this stock offers excellent risk/reward.
Matt Shuler
“See Through the Dip” Stocks Significantly Outperform S&P 500
Focus on these industry leaders positioned to gain market share from the firms that are forced to fold.
Matt Shuler
Position Close Update: Sanderson Farms (SAFM)
SAFM no longer presents quality risk/reward and earns an Unattractive rating.
Kyle Guske II
Position Close Update: KLA Corp (KLAC)
We’re taking the gains and closing this long position.
Matt Shuler
Position Close Updates for 18 Long Ideas
We provide details on why we’re closing each position.
Matt Shuler
Opportunity Is Sprouting
With future expansion plans, a strong brand, and a competitive position in a niche market, investors would be mistaken to move away from this growing grocer.
Matt Shuler
A Long Road of Growth for This Retailer
Multiple long-term tailwinds will drive profit growth for this company while its stock is priced for permanent profit decline.
Matt Shuler
5 Stocks to Own Regardless of the Election
Investors’ should put their money in quality companies that are positioned to survive any short-term volatility and have upside potential over the long-term.
Matt Shuler
A Safe Call Regardless of the Election
Regardless of 2020’s election results, this firm’s prospects for continued long-term profit growth are much brighter than the stock’s valuation implies.
Matt Shuler
This ETF Is Building Value
Our unique ETF research reveals that this ETF offers excellent risk/reward.
Matt Shuler
“See Through the Dip” Stocks Remain Attractive Part 2
Investors should avoid putting more capital into crowded passive strategies and consider our “See Through The Dip” stocks.
Matt Shuler
Competitive Advantages Drive Sweet Growth Opportunities
This firm is leveraging strong cash flows to invest in future growth opportunities. but is priced as if profits will permanently decline by 20%.
Kyle Guske II