Position Close Update: Thor Industries (THO)
We believe it is time to take the gains and close this long position.
Kyle Guske II, Senior Investment Analyst, MBA
Long Ideas
Kyle Guske II, Senior Investment Analyst, MBA
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, Investment Analyst II
This Firm Will Meet Tomorrow’s Healthcare Needs
This Healthcare operator is well-positioned to continue growing profits over the long term.
Matt Shuler, Investment Analyst II
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, Senior Investment Analyst, MBA
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, Investment Analyst II
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, Senior Investment Analyst, MBA
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, Investment Analyst II
“See Through the Dip” Stocks Remain Attractive
These stocks should be held through the market turmoil as we expect them to outperform the crowded passive strategies over the long term.
Matt Shuler, Investment Analyst II
Build a Stronger Portfolio with This Growing Homebuilder
The homebuilding market is not winner takes all and there is ample market share to go around. We’ve identified another undervalued homebuilder worth a look.
Kyle Guske II, Senior Investment Analyst, MBA
This Restaurant Offers More Than Just Sizzle
Investors who look past the temporary slowdown in business can still find great value long term.
Matt Shuler, Investment Analyst II
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.
Matt Shuler, Investment Analyst II
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Matt Shuler, Investment Analyst II
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Matt Shuler, Investment Analyst II
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Matt Shuler, Investment Analyst II
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.
Matt Shuler, Investment Analyst II
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.
Kyle Guske II, Senior Investment Analyst, MBA
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.
Matt Shuler, Investment Analyst II