Micro-Bubble Winners
This report presents a list of long ideas for stocks that should rise when the micro-bubble stocks we listed in our last report fall.
Sam McBride
Long Ideas
Sam McBride
Position Close Update: Ross Stores Inc. (ROST)
The rise in valuation means ROST no longer stands out as an especially good value.
Kyle Guske II, Senior Investment Analyst, MBA
Pay for Performance Aligns Fund Managers with Investors
Leveraging our Robo-Analyst technology, we found a mutual fund that offers an attractive fee structure and allocates to high-quality stocks.
Sam McBride
Position Close Update: Synchrony Financial (SYF)
Even though SYF’s valuation remains cheap, its declining fundamentals and the risk of further contract losses make the risk too high to remain in the stock.
Sam McBride
CEO’s That Focus on ROIC Outperform
Greater emphasis on ROIC among executives should increase the efficiency of the capital markets and create opportunities for investors to benefit from improved corporate governance.
Sam McBride
Position Close Update: Carter’s Inc. (CRI)
The rise and valuation and the decline in fundamentals means CRI no longer stands out as an especially good value and we are closing this position.
Sam McBride
Benefit from a Strong Labor Market with This Stock
An economic tailwind, combined with a cheap valuation and high-quality corporate governance, make this staffing firm this week’s Long Idea.
Sam McBride
You Can Trust the Investment Process of These Managers
Leveraging our Robo-Analyst technology we found a mutual fund with managers that put their money where their mouth is when it comes to ROIC.
Sam McBride
Not Too Big, Not Too Small – This One is Just Right
There is one company that is capitalizing on this growing market and making a lot of money while doing so. Meanwhile, most investors do not understand its potential and have left the stock significantly undervalued.
Kyle Guske II, Senior Investment Analyst, MBA
Beat Private Equity to the Punch on This Value Opportunity
This week, we’re highlighting another cheap retailer that was recently confirmed as a buyout target. This firm also has a high and sustainable dividend yield and upside potential even without an acquisition.
Sam McBride
Ahead of the Curve
This company is uniquely well-positioned to capitalize on the growth in this overlooked, niche market. However, the expectations baked into the stock price remain too low.
Kyle Guske II, Senior Investment Analyst, MBA
A Tale of Two Segments
The value that could be unlocked in a spin-off, and even the undervaluation of the combined firm, give this stock attractive risk/reward.
Sam McBride
Position Close Update June 2018: Cracker Barrel Old Country Store (CBRL)
A decline in fundamentals, along with an increasingly competitive industry, lead us to close this position and remove it from our Focus List – Long Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
SoftBank Investment Validates GM’s Self-Driving Superiority
General Motors remains undervalued, and this latest positive development leads us to add it to our Focus List – Long Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
This ETF Lives up to Its Name
Leveraging our Robo-Analyst technology, which analyzes the holdings of all 7,908 ETFs and mutual funds under coverage, we found this ETF with high quality holdings that should appeal to sophisticated value investors.
Kyle Guske II, Senior Investment Analyst, MBA
This Pick and Shovel Stock is Still a Value
Accounting results understate the impressive profit growth of this market leader.
Sam McBride
Position Close Update: National Research Corp (NRC)
While the firm’s fundamentals remain strong, its valuation no longer offers attractive risk/reward.
Kyle Guske II, Senior Investment Analyst, MBA
This Footwear Stock is Back on Sale
It can be scary to buy a stock that’s just dropped 30%, but if the long-term trend in fundamentals remains intact, an unwarranted drop in valuation can lead to a great buying opportunity.
Sam McBride
Position Close Update: Knoll Inc. (KNL)
A decline in fundamentals, along with a weakening competitive position (KNL no longer earns the highest ROIC among competitors) lead us to close this position.
Kyle Guske II, Senior Investment Analyst, MBA
See Us on Real Vision TV Talking Retail’s Revival
David Trainer sat down with Alyona Minkovski of Real Vision TV to talk about our recent Long Idea “Rising from the Ashes to Lead a New Retail Paradigm.”
Kyle Guske II, Senior Investment Analyst, MBA