Position Close Update: Sanderson Farms (SAFM)
SAFM no longer presents quality risk/reward and earns an Unattractive rating.
Kyle Guske II
Long Ideas
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
Position Close Update: Lam Research Corp (LRCX)
We think there are better opportunities in the current market and are closing this long recommendation.
Kyle Guske II
Position Close Update: Lumentum (LITE)
We think there are better opportunities in the current market and are closing this long recommendation.
Kyle Guske II
Put Your Chips on the Table With This Semiconductor Firm
If you’re willing to look beyond the short term, you’ll find that the advantages of the firm’s size and cash flow provide resources that will contribute to many more years of profit growth.
Matt Shuler
Position Close Update: Thor Industries (THO)
We believe it is time to take the gains and close this long position.
Kyle Guske II
Refuel Your Portfolio with This Leading Operator
Investors should book gains from recent winners and redeploy them in stocks that did not participate in the melt-up.
Matt Shuler
This Firm Will Meet Tomorrow’s Healthcare Needs
This Healthcare operator is well-positioned to continue growing profits over the long term.
Matt Shuler
Keep on Trucking with This Industry Leader
While the COVID-19 pandemic is hurting the trucking industry in the short-term, we believe the long-term growth of the industry remains intact and there's still value with this leading firm.
Kyle Guske II
Making a Turn for the Better
This major automobile manufacturer has experienced disruptions but investors who look past this short-term decline can find great value.
Matt Shuler
Go Nuts for This Leading Packaged Foods Provider
Despite seeing increased demand, this vertically integrated consumer packaged foods firm trades as if profits will permanently decline moving forward.
Kyle Guske II
This Energy Firm Can Handle the Heat
This best-in-class refiner has experienced major disruption to its operations but those who look past this temporary decline can find great value long term.
Matt Shuler