Make a Claim on These Cash Flows
Despite large increases in the cost of claims in 2022, this stock still offers favorable risk/reward to investors in the long term.
Matt Shuler
Long Ideas
Matt Shuler
A Strong Foundation for Future Profit Growth
This company is positioned for long-term profit growth and its stock still offers attractive risk/reward.
Matt Shuler
Superior Profitability Will Lift this Stock Higher
This stock still offers investors plenty of upside after successfully navigating the pandemic turbulence.
Matt Shuler
Steady Income in a Volatile Market
Our forward-looking research found an ETF filled with companies that generate steady cash flows and have undervalued stock prices.
Matt Shuler
The Building Block for a Healthy Return
A strong balance sheet and lasting demand for this company's products position it for long-term profit growth.
Matt Shuler
The Right Chemistry for Your Portfolio
A low-cost manufacturing advantage and essential products gives this stock the right chemistry for your portfolio.
Matt Shuler
Focusing on ROIC Makes a Material Difference
The 27% year-to-date decline in this best-in-class retailer's stock price makes this “great company” a “great stock” to own.
Matt Shuler
Stocked Up for an Attractive Future
This company’s extensive distribution network and digital strategy position it to take market share while competitors fumble with outdated supply chains.
Matt Shuler
Position Close Update: Levi Strauss & Co (LEVI)
Given the unfavorable outlook for near- and long-term profit growth, we're closing this long position.
Matt Shuler
On the Cutting Edge of Transformation
As a technological leader, this company is prepared to meet the growing opportunity 5G presents in smartphones, automotive technology, edge computing, and the internet of things.
Matt Shuler
This Transition Story Is a Growth Story
The company’s ability to execute its transition strategy gives this stock much more upside.
Matt Shuler
Unique Expertise and Secular Tailwinds Drive Profit Growth
This stock offers favorable risk/reward based on the company's strong customer relationships and industry expertise.
Matt Shuler
Competitive Advantages Portend Continued Profit Growth
This stock offers investors significant long-term upside based on its strong sales team and extensive product offerings.
Matt Shuler
Position Close Update: Change Healthcare (CHNG)
We think now is the time to close this winning Long Idea.
Kyle Guske II
Inflation Won’t Interrupt Cash Flows for This Business
This company’s ability to consistently adjust its tariffs means it is well positioned to deliver strong cash flows even in a high inflation environment.
Matt Shuler
Big Upside in This Small Cap ETF
After rigorous analysis of ~1,000 ETFs, we identified another ETF with quality holdings at cheap valuations.
Matt Shuler
Windfall Tax Risk Is Already Priced In TotalEnergies’ Stock
This update shows that even with a Europe-wide windfall tax, TotalEnergies’ stock still has 85% upside.
Matt Shuler
Vive la Hydrocarbons, Vive la Petrochemicals
While benefitting from higher oil prices brought on by Russian oil sanctions, this company offers investors much more than a short-term oil play.
Matt Shuler
Our Fund Picks Outperform Too: Long Idea Update
Like our Danger Zone fund picks, our Long Idea fund picks have outperformed.
Matt Shuler
Stability Amid Volatility
The near-recession-proof resilience of this company's products gives this stock strong, long-term upside.
Matt Shuler