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Long Ideas

Long Idea
June 22, 20200Comments

This Healthcare Provider Is Ready for the Future

COVID-19 has disrupted industries all across the globe, perhaps none more than the Healthcare industry. We think there’s great value in this industry leader.
by Matt Shuler, Investment Analyst II
Long Idea
June 17, 20200Comments

Give Your Portfolio a Tune-Up with This Parts Manufacturer

For those willing to see past the current upheaval, there is value to be found in the market.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
June 15, 20201Comments

This Firm Is Geared Up for a Recovery

COVID-19-related decline in customer demand has many investors overlooking this best-in-class commercial vehicle parts supplier. We think there’s great value to be had.
by Matt Shuler, Investment Analyst II
Long Idea
June 10, 20200Comments

Infrastructure Spending Lifts This Firm to New Heights

The market has routed this Industrials stock which gives investors the opportunity to add a high-quality stock to their portfolios.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
June 10, 20200Comments

This Stock Will Come Back in Style

This industry-leading apparel company has the cash flows and balance sheet to survive the downturn and is well-positioned to grow profits during the economic recovery.
by Matt Shuler, Investment Analyst II
Long Idea
June 3, 20200Comments

This Fund Allocates to Quality Firms at Discounted Prices

We’ve identified a mutual fund with below average fees and higher-quality holdings than its benchmark.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
May 27, 20200Comments

Clear the Way for This Industrial Firm

Investors who can see past the cyclical nature of this industrial business have the opportunity to add a high-quality firm to their portfolios at an historically cheap price.
by Matt Shuler, Investment Analyst II
Long Idea
May 21, 20203Comments

Bank on the Best

This best-in-class bank has the balance sheet to survive the COVID-driven economic crisis and is positioned to expand its market share as the economy recovers.
by Matt Shuler, Investment Analyst II
Long Idea
May 18, 20200Comments

Give Your Portfolio Some Insurance with This Industry Leader

We suggest investors look past the current economic downturn and set their sights on the opportunity that awaits when the economy recovers.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
May 14, 20200Comments

Welcome This Hospitality Leader to Your Portfolio

This hotel operator has the liquidity to survive the COVID-driven economic crisis and is poised to expand its market share as the economy recovers.
by Matt Shuler, Investment Analyst II
Long Idea
May 6, 20200Comments

Advertising & Marketing Firm Positioned to Thrive, Not Just Survive

We suggest investors look past the current economic downturn and set their sights on the opportunity that awaits this best-in-class business when the economy recovers.
by Matt Shuler, Investment Analyst II
Long Idea
May 4, 20203Comments

Buffett Is Shortsighted on Airlines: LUV Is A Steal at This Price

Warren Buffett famously advised “be greedy when others are fearful”, and we think he should follow his own advice – assuming he is still a long-term investor.
by Matt Shuler, Investment Analyst II
May 3, 20200Comments

Safest and Riskiest Dividend Yields: Stocks & ETFs (4 Reports)

Enjoy these reports on the firms & ETFs with and without earnings to sustain dividends.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
April 29, 20200Comments

Another Quality Restaurant to Fill Your Post COVID Portfolio

We’ve identified another restaurant, providing a more home-style experience, positioned to survive the crisis and grow profits during the recovery.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
April 27, 20200Comments

Rebuild Your Post-COVID Portfolio with This Industry Leader

Those willing to look beyond the dip in economic activity should consider adding this stock to their portfolio.
by Matt Shuler, Investment Analyst II
Long Idea
April 22, 20200Comments

Feast on this Undervalued Restaurant Stock

This firm has the cash flows and balance sheet to survive the downturn and is well positioned to grow profits during the economic recovery.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
April 20, 20200Comments

Best in Class REIT Trading at Historically Cheap Price

For long-term investors, now is an excellent time to buy leading businesses, with the cash flows and balance sheet to survive the downturn, at significant discounts.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
April 15, 20200Comments

Industry Leader with Strong Cash Flows Trading at a Big Discount

Now is an excellent time for investors to buy quality businesses, with the cash flows to survive the downturn, at significant discounts.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
April 8, 20200Comments

Safest ETF Dividend Yields

These ETFs are best-positioned to maintain dividends because of the strong cash flows of their holdings.
by Matt Shuler, Investment Analyst II
Long Idea
April 1, 20201Comments

Safest Dividend Yields

Firms with strong core earnings will be able to sustain their dividends.
by Kyle Guske II, Senior Investment Analyst, MBA
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