Industry Leading Builder Looks Even Stronger Post 3Q21 Earnings
After a record 2020, this company is still firing on all cylinders in 2021.
Kyle Guske II, Senior Investment Analyst, MBA
Long Ideas
Kyle Guske II, Senior Investment Analyst, MBA
The Incumbent Advantage Creates a Large Moat
Deep customer relationships and strong cash flows will keep this tech company’s moat intact for years.
Matt Shuler, Investment Analyst II
Position Close Update: PetMed Express (PETS)
The rise of formidable competition, ballooning advertising costs, and long-term decline in profitability means the stock no longer provides the same risk/reward it once did.
Matt Shuler, Investment Analyst II
Superior Service and Exclusive Network Set This Company Apart
This company’s best-in-class customer service and extensive payment network insulate it from incumbents and disruptors.
Matt Shuler, Investment Analyst II
This Company Has the Tools to Outperform
With deep customer relationships and innovative solutions for future equipment needs, this global supplier has a durable business ready for a changing industry.
Matt Shuler, Investment Analyst II
This Staffing Company Will Rebound From the Pandemic Dip
Despite making a post-pandemic recovery, this company is priced as if profits will never return to pre-pandemic levels.
Matt Shuler, Investment Analyst II
Thinking Inside and Outside the (Retail) Box
Despite short-term headwinds, this Retail Apocalypse winner’s high-touch customer service and expansive store network position it for continued success.
Matt Shuler, Investment Analyst II
Better Holdings Than the Benchmark
After analyzing the holdings of ~6,000 mutual funds, we found a fund with an investment process that invests in quality businesses at cheap valuations.
Matt Shuler, Investment Analyst II
3Q21 Earnings: Where the Street Is Too Low & Who Should Beat
Unprecedented insights into why Street Earnings provide a flawed picture of earnings, and five S&P 500 companies likely to beat 3Q21 Street EPS estimates.
Kyle Guske II, Senior Investment Analyst, MBA
Unrivaled Store Footprint Drives Upside Potential
This retailer is positioned well to grow its top and bottom lines over the long term, but the stock is priced as if profits will fall below pre-pandemic levels.
Matt Shuler, Investment Analyst II
This Healthcare Supplier Creates Value for Customers and Shareholders
Despite its larger presence in a market projected for continued growth, this firm's current valuation implies profits will never surpass 2019 levels.
Matt Shuler, Investment Analyst II
Hidden Value in This Low Profile Work From Home Beneficiary
While the market has become skeptical about this firm’s ability to sustain its stellar fiscal 2021 results, the firm is well-positioned to continue to profit from growth in gaming and work from home.
Matt Shuler, Investment Analyst II
Position Close Update: Western Union (WU)
With headwinds facing the business, the stock no longer provides the same risk/reward it once did, and we’re closing this long position.
Kyle Guske II, Senior Investment Analyst, MBA
Position Close Update: PVH Corp (PVH)
Due to the stock no longer trading at a historic discount and its outperformance, we are taking the gains and closing this long position.
Matt Shuler, Investment Analyst II
Sanderson Farms: Selling Early Can Be Costly
Sometimes, as in the case of Sanderson Farms, it pays to stand by your convictions.
Alex Sword
2Q21 Earnings Reveal an Opportunity Is Building
This infrastructure firm has fallen since March 2020, but over 90% of its backlog is positioned in markets that will see significant investment in the coming years.
Matt Shuler, Investment Analyst II
Position Close Update: Radian Group (RDN)
After the prime mortgage insurance market had a record year in 2020, this firm will have trouble keeping the good times rolling.
Matt Shuler, Investment Analyst II
Position Close Update: Lakeland Financial (LKFN)
Though this bank has delivered years of superior profitability, a recent rise in its stock price, along with mounting competition, make risk/reward less attractive.
Matt Shuler, Investment Analyst II
These Firms Will Keep Creating Shareholder Value After 2Q21
2Q21 earnings reveal these three Long Ideas continue to have strong upside potential.
Matt Shuler, Investment Analyst II
2Q21 Earnings: 3 Long Ideas Poised for Post-Pandemic Growth
After 2Q21 earnings, long-term tailwinds give these three Long Ideas excellent opportunities to grow profits.
Matt Shuler, Investment Analyst II