Backbone Of Our Future
The market has failed to recognize the strong cash flow generation of the business.
Hakan Salt, Associate Investment Analyst
Long Ideas
Hakan Salt, Associate Investment Analyst
Post-Election Volatility Uncovers Value in our Sector Rankings
To find the diamonds in the rough, we leverage our forward-looking fund research to analyze groups of stocks.
Kyle Guske II, Senior Investment Analyst, MBA
Good Funds Need to Hold Good Stocks
We found a fund that successfully picks stocks with good risk/reward while charging below-average fees.
Kyle Guske II, Senior Investment Analyst, MBA
Strength in (Record Profit) Numbers
This company’s stock price is still undervalued and trades as if profits will never grow again.
Kyle Guske II, Senior Investment Analyst, MBA
How You Can Profit from Mayhem
As the company rebounds from a tough 2022/2023, it’s clear the market underappreciates the strength of the business.
Kyle Guske II, Senior Investment Analyst, MBA
Superior Profits and Corporate Governance Worth A Premium
We believe this business, along with its strong corporate governance, is worth a premium valuation.
Kyle Guske II, Senior Investment Analyst, MBA
Potential 10% Yield Trading at a Large Discount
We remain bullish and consider this stock one of the few remaining good stocks in an increasingly expensive market.
Kyle Guske II, Senior Investment Analyst, MBA
A Rare Good Stock in Today’s Expensive Market
We remain bullish on this stock and consider it one of very few attractive opportunities in a market increasingly overrun with overvalued stocks.
Kyle Guske II, Senior Investment Analyst, MBA
Finding Value in an Overvalued Market
How can investors get an edge? Understanding valuation, particularly the expectations for future profits baked into current stock prices.
Kyle Guske II, Senior Investment Analyst, MBA
Opportunity North of the Border
Though the Energy sector has underperformed the S&P 500 this year, there are many great energy stocks to be found.
Kyle Guske II, Senior Investment Analyst, MBA
Position Close Updates: Closing Long Ideas in September 2024
These stocks no longer provide the same risk/reward as when we first made them Long Ideas.
Kyle Guske II, Senior Investment Analyst, MBA
Key Materials Provider Trading at a Large Discount
The market still underappreciates this company’s profit potential and its stock remains undervalued.
Kyle Guske II, Senior Investment Analyst, MBA
Undervalued Stock + Shareholder Returns = Rare Opportunity
This stock’s current valuation overlooks any potential upside in business opportunities and implies profits will precipitously and permanently fall.
Kyle Guske II, Senior Investment Analyst, MBA
High Yield (8%+), Low Risk Stock Missed by the Market
The market still underappreciates this company’s profit potential and strong yield.
Kyle Guske II, Senior Investment Analyst, MBA
Industry Leading Profitability and an Undervalued Stock Price
Even after outperforming, the market underappreciates the company’s profit potential, and its stock remains undervalued.
Kyle Guske II, Senior Investment Analyst, MBA
Record Profits Trading at a Significant Discount
With this stock up 24% year-to-date, the market may finally be realizing the competitive advantages the company possesses.
Kyle Guske II, Senior Investment Analyst, MBA
Strong Profit Growth, Quality Corporate Governance, and Upside Potential
This stock offers favorable Risk/Reward based on the company’s strong cash flow generation coupled with quality shareholder return.
Kyle Guske II, Senior Investment Analyst, MBA
Get Quality Mid Cap Exposure At A Compelling Price
After rigorous analysis of 7,300 ETFs and mutual funds, we found a fund that successfully picks good companies at good prices while charging below average fees.
Kyle Guske II, Senior Investment Analyst, MBA
An AI/Semiconductor Stock that the Market Is Missing
It’s not often investors have the opportunity to get into a business that provides the key components to the booming AI industry at a discount.
Kyle Guske II, Senior Investment Analyst, MBA
Quality Corporate Governance Meets Strong Shareholder Return
This stock offers favorable Risk/Reward based on the company’s strong cash flow generation coupled with significant shareholder return and much more.
Kyle Guske II, Senior Investment Analyst, MBA