Long Idea Highlights From 2018
We’re taking some victory laps and looking at our picks that outperformed in a down market last year.
Sam McBride
Long Ideas
Sam McBride
Long Idea Lowlights From 2018
We’re going to examine some of our worst-performing calls from 2018 and determine which picks were bona fide mistakes and which only offer more upside.
Sam McBride
This Industry Leader Remains Undervalued
This stock looks expensive by traditional metrics, but our cash flow adjustments reveal that it’s still cheap.
Sam McBride
Three Safe Stocks for a Bear Market
These companies provide a margin of safety during downturns and can still deliver strong performance in a bull market.
Kyle Guske II
A Bear Market Could Bring Gifts for Value Investors
We’re highlighting three stocks that aren’t necessarily great buys now, but could be if a market correction knocks their prices down.
Kyle Guske II
GM’s Governance Drives Restructuring That Creates Value
This announcement shows why corporate governance – the “G” in ESG – is the most important, yet overlooked, element of sustainability.
Sam McBride
Position Close Update: John B. Sanfilippo & Son, Inc. (JBSS)
These two issues raise enough questions that we no longer have confidence in the long-term competitive advantage of the business.
Sam McBride
Keep on Trucking with This Undervalued Stock
This company benefits from an unprecedented surge in freight demand, an economic story that has received relatively little attention due to the focus on tax cuts and tariffs...
Sam McBride
Using ROIC To Find Safe Stocks in a Dangerous Market
We leveraged Robo-Analyst technology to scour the market to find five companies with strong cash flows, high returns on invested capital, and, best of all, undervalued stock...
Kyle Guske II
Holdings-Based Diligence Reveals a Dividend Champion
We think increased appreciation for holdings quality research will make the market more efficient by pushing capital towards funds like this one that holds highly profitable...
Sam McBride
It’s Not Too Late to Get This Franchisor at a Discount
Shares have fallen from their mid-September highs, which makes now a great time to buy this high-quality company at a discounted price.
Kyle Guske II
Buy This Healthcare Giant on an Acquisition Catalyst
This firm has shown an ability to create value through acquisitions in its past, and we expect it to succeed with its upcoming acquisition as well.
Sam McBride
Position Close Update: Cisco Systems (CSCO)
Even though we still like the long-term outlook for CSCO’s business, the stock no longer presents the quality risk/reward it once did.
Sam McBride
This Fund Looks Beyond Accounting Earnings to Find Value
Occasionally, we come across a fund whose managers diligently leverage ROIC in their investment strategy. This week we are featuring one such fund.
Kyle Guske II
Cutting Through the Noise to Find a Retail Gem
Those willing to do real fundamental research can find companies creating real shareholder value amidst a glut of overvalued and/or poorly run firms.
Kyle Guske II
Micro-Bubble Winners Part 2
We think these stocks will see a lot of capital flow to them when the second micro bubble bursts.
Kyle Guske II
Poor Governance Makes These Companies Acquisition Targets
We’re highlighting two companies with poor corporate governance that would be better off selling themselves entirely.
Sam McBride
Buy This High-Yielding Stock with an Underrated Moat
Over its 150+ year history, this company has adapted to technological transformations, built up an impressive economic moat, and become a cash cow.
Sam McBride
Fund Managers Focused on the Right Metric
Occasionally, we come across a fund whose managers diligently leverage ROIC in their investment strategy. This week we are featuring one such fund.
Kyle Guske II
See Us on Real Vision TV Talking the Importance of ROIC
David Trainer sat down with Justine Underhill of Real Vision TV to talk about our recent Long Idea “CEO’s That Focus on ROIC Outperform.”
Kyle Guske II