Position Close Update: Spectrum Brand Holdings (SPB)
Due to a rating change and merger with HRG, we are closing this position.
Kyle Guske II, Senior Investment Analyst, MBA
Long Ideas
Kyle Guske II, Senior Investment Analyst, MBA
Position Close Update: The Travelers Companies (TRV)
Due to a continued decline in ROIC, we are closing this position. Since original Long Idea, TRV has outperformed the market.
Kyle Guske II, Senior Investment Analyst, MBA
Position Close Update: F5 Networks (FFIV)
We are closing this position and removing it from our Focus List – Long Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
Buy the Dip on This Recently Upgraded Insurer & Asset Manager
This firm, which provides retirement planning, asset management, and insurance products, was unjustly knocked despite its strong fundamentals. After the selloff, the opportunity to buy the dip has arrived.
Kyle Guske II, Senior Investment Analyst, MBA
Now’s the Time to Buy This Discounted Tech Giant
This company has an unprecedented history of growth and profitability, along with a well-deserved reputation as one of the most advanced and innovative companies in the world.
Sam McBride
Quality Fund Holdings Help Provide Quality Returns
This Large Cap Value mutual fund only earns a 3-star rating from Morningstar. However, the fund earns a Very Attractive rating, which is based on the true drivers of fund performance.
Kyle Guske II, Senior Investment Analyst, MBA
Highly Profitable Tech Stock with Significant Growth Opportunities
With impressive profitability and a significantly undervalued share price, this firm earns a spot in January’s Most Attractive Stocks Model Portfolio and is this week’s Long Idea.
Kyle Guske II, Senior Investment Analyst, MBA
Misunderstood Deep Value Opportunity
Despite years of consistent profit growth, margin improvement, and strong competitive advantages, this firm’s stock remains highly undervalued.
Kyle Guske II, Senior Investment Analyst, MBA
Long Idea Highlights & Lowlights From 2017
We present the Long Idea highlights and lowlights from 2017.
Kyle Guske II, Senior Investment Analyst, MBA
The Market Doesn’t Appreciate This Tech Company’s Growth
Strong profit growth and a cheap valuation earn this stock a spot in January’s Most Attractive Stocks List and make it this week’s Long Idea.
Sam McBride
Economies of Scale Provide this Firm a Strong Competitive Advantage
This firm’s industry-leading distribution network has driven consistent profit growth, higher margins than competitors and a leading market share.
Kyle Guske II, Senior Investment Analyst, MBA
Consumer Goods Business with Increasing Profits and an Undervalued Stock
Despite consistent profits and improving margins, this stock’s valuation does not reflect the potential for future profit growth and now holds significant upside potential.
Kyle Guske II, Senior Investment Analyst, MBA
This Financials Company Gives You Growth and Value
With a track record of high profitability, significant growth opportunities, and a cheap valuation, this stock could offer significant upside for investors.
Sam McBride
Position Update: NVR Inc. (NVR)
Following a 59% gain, driven by strong earnings beats, NVR now receives an Attractive risk/reward rating. Despite the price increase and rating downgrade, the stock still remains undervalued.
Kyle Guske II, Senior Investment Analyst, MBA
Closing Long Idea Pick: Orbotech (ORBK)
Due to the increase in its valuation, ORBK has been downgraded from Attractive to Neutral, and we are no longer recommending investors buy the stock.
Sam McBride
Hasbro Mattel Merger Could Produce Big Profits
A Hasbro/Mattel merger could create significant profit growth opportunities through cross-licensing, increased bargaining power, and cost control.
Kyle Guske II, Senior Investment Analyst, MBA
Hidden, Classic Value in A Rich Market
This firm has a long history of profit growth, over four decades of dividend growth, and an executive compensation plan that properly incentivizes executives to create shareholder value. Add in a cheap valuation, and it’s clear why this firm is this week’s Long Idea.
Kyle Guske II, Senior Investment Analyst, MBA
Things Are Looking up for Disney
In our long thesis on Disney in January, we wrote that there were four key catalysts that could help the stock overcome ESPN fears and break out of its rut. After a down year, Disney looks poised to deliver significant returns for shareholders.
Sam McBride
Betting on the Future of Wealth Management
This wealth management business delivers consistent profitability and has invested in technology to fuel significant growth.
Sam McBride
Transitioning Business Model Coupled with a Competitive Advantage
While transitioning from a commodity based business to a consumer facing and branded product business, this firm has consistently grown profits, improved margins, and properly incentivized executives to create shareholder value.
Kyle Guske II, Senior Investment Analyst, MBA