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Long Ideas

Long Idea
March 5, 20250Comments

Running To New Heights

The market hasn't realized the strength of this business yet and its stock remains undervalued.
by Hakan Salt, Associate Investment Analyst
February 27, 20250Comments

A Healthy Business

Even after outpacing the overall market, this company remains a strong business and Very Attractive stock.
by Hakan Salt, Associate Investment Analyst
Long Idea
February 19, 20250Comments

Quality Yield Backed by Strong Cash Flows in a Volatile Market

We found a fund that successfully picks stocks with quality free cash flows while charging below-average fees.
by Hakan Salt, Associate Investment Analyst
Long Idea
February 14, 20250Comments

Building A Successful Enterprise

We expect this company to benefit from a market that allocates value more efficiently and awards the businesses and stocks that can create the most shareholder value.
by Hakan Salt, Associate Investment Analyst
Long Idea
February 6, 20250Comments

Front Seat to Profitability

This company has a quality business with strong profits and its stock remains undervalued.
by Hakan Salt, Associate Investment Analyst
Long Idea
January 30, 20250Comments

Unshakable Foundation

There are not many good stocks left in the market these days. This week’s Long Idea is one of those few.
by Hakan Salt, Associate Investment Analyst
Long Idea
January 23, 20250Comments

Royal Stock

The market isn’t fully appreciating the strength of this business and its stock remains undervalued.
by Hakan Salt, Associate Investment Analyst
Long Idea
January 16, 20250Comments

Backbone Of Our Future

The market has failed to recognize the strong cash flow generation of the business.
by Hakan Salt, Associate Investment Analyst
Long Idea
December 4, 20240Comments

Post-Election Volatility Uncovers Value in our Sector Rankings

To find the diamonds in the rough, we leverage our forward-looking fund research to analyze groups of stocks.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
November 20, 20240Comments

Good Funds Need to Hold Good Stocks

We found a fund that successfully picks stocks with good risk/reward while charging below-average fees.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
November 14, 20240Comments

Strength in (Record Profit) Numbers

This company’s stock price is still undervalued and trades as if profits will never grow again.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
November 6, 20240Comments

How You Can Profit from Mayhem

As the company rebounds from a tough 2022/2023, it’s clear the market underappreciates the strength of the business.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
October 31, 20240Comments

Superior Profits and Corporate Governance Worth A Premium

We believe this business, along with its strong corporate governance, is worth a premium valuation.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
October 25, 20240Comments

Potential 10% Yield Trading at a Large Discount

We remain bullish and consider this stock one of the few remaining good stocks in an increasingly expensive market.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
October 16, 20240Comments

A Rare Good Stock in Today’s Expensive Market

We remain bullish on this stock and consider it one of very few attractive opportunities in a market increasingly overrun with overvalued stocks.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
October 10, 20240Comments

Finding Value in an Overvalued Market

How can investors get an edge? Understanding valuation, particularly the expectations for future profits baked into current stock prices.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
October 3, 20240Comments

Opportunity North of the Border

Though the Energy sector has underperformed the S&P 500 this year, there are many great energy stocks to be found.
by Kyle Guske II, Senior Investment Analyst, MBA
September 19, 20240Comments

Position Close Updates: Closing Long Ideas in September 2024

These stocks no longer provide the same risk/reward as when we first made them Long Ideas. Sept 2024 update.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
September 11, 20240Comments

Key Materials Provider Trading at a Large Discount

The market still underappreciates this company’s profit potential and its stock remains undervalued.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
August 22, 20240Comments

Undervalued Stock + Shareholder Returns = Rare Opportunity

This stock’s current valuation overlooks any potential upside in business opportunities and implies profits will precipitously and permanently fall.
by Kyle Guske II, Senior Investment Analyst, MBA
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