More Long Ideas For You
Good long ideas are hard to come by, and we are giving you a lot more of them starting 4/10/17.
Kyle Guske II, Senior Investment Analyst, MBA
Long Ideas
Kyle Guske II, Senior Investment Analyst, MBA
Popular Restaurant Chain With Significant Upside Potential
Despite slowing traffic across the industry, one firm is consistently improving profitability and creating shareholder value. Because the company aligns executive compensation with ROIC, we believe this firm can continue to outperform.
Kyle Guske II, Senior Investment Analyst, MBA
This Industrials Mutual Fund Earns Its Fees
In eight of past nine quarters, the Industrials sector has ranked within the top three in our Sector Rankings for ETFs and Mutual Funds. Within the sector, we have identified a particularly attractive fund that traditional fund research overlooks.
Kyle Guske II, Senior Investment Analyst, MBA
This Media Giant Should Continue Its Dominance in 2017
Warren Buffet’s advice to “be fearful when others are greedy, and be greedy when others are fearful,” presents an interesting conundrum
Sam McBride
Top Stocks & Model Portfolios From 2016
Our Long Idea reports aim to identify those firms that the market has overlooked and that when analyzed beyond standard metrics, are significantly undervalued. In addition to individual Long Ideas, we provide Model Portfolios that provide well-screened lists of companies based on specific criteria
Kyle Guske II, Senior Investment Analyst, MBA
Stock Faceoff: Giants of Retail
On the back of a strong holiday season, retailers are back in the spotlight. To start out the new year, we want to take the time to circle back to two of our previous long ideas on some of the giants in the retail industry.
Sam McBride
Long Idea: Don’t Throw The Baby Out With the Bathwater
With a track record of profit growth, and a cheap valuation, this week’s Long Idea is also new to December’s Most Attractive Stocks Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
Long Idea: Royce Special Equity Fund
Despite Small Cap Value receiving a Dangerous rating in our 4Q16 Investment Style Ratings, and containing many Dangerous-or-worse rated funds, there is one fund in particular that breaks the mold and is worthy of a second look.
Kyle Guske II, Senior Investment Analyst, MBA
Long Idea: National Research Corp (NRCIB)
This week’s long idea flips the script. Not only does this company provide significant insights into the healthcare service industry, it has done so profitability for over a decade.
Kyle Guske II, Senior Investment Analyst, MBA
Long Idea Update: Thor Industries (THO)
Long Idea, Thor Industries (THO), up 30% since publish date, has been downgraded from Attractive to Neutral.
Kyle Guske II, Senior Investment Analyst, MBA
Long Idea: Amerisafe (AMSF)
Impressive profit growth, prudent underwriting, and an undervalued share price have earned Amerisafe (AMSF: $61/share) a spot on September’s Most Attractive Stocks list and make it this week’s Long Idea.
Kyle Guske II, Senior Investment Analyst, MBA
Long Idea: Williams-Sonoma (WSM)
With a strong and growing e-commerce presence, history of profit growth, and an undervalued share price, Williams-Sonoma (WSM) is this week’s Long Idea.
Kyle Guske II, Senior Investment Analyst, MBA
Long Idea: Ply Gem Holdings (PGEM)
With strong profit growth, an impressive return on invested capital (ROIC), and an undervalued stock, Ply Gem Holdings (PGEM) is this week’s Long Idea.
Kyle Guske II, Senior Investment Analyst, MBA
Skechers Update: Don’t Overreact To One Quarter
Shares of Skechers (SKX) plummeted over 20% last week. We think the markets are overreacting to a limited data set. Not only do quarterly results tend to be volatile, one three-month reporting period is rarely enough to establish a clear trend.
Sam McBride
LUV Earnings: Market Overreaction Creates Buying Opportunity
After announcing 2Q16 earnings, LUV fell nearly 12%, as investors seemed to care more about Southwest’s ability to hit analyst expectations, which have inherent flaws, and less about the company’s record profits.
Kyle Guske II, Senior Investment Analyst, MBA
Long Idea: Lear Corp (LEA)
Impressive profit growth and a valuation well below peers helped land Lear Corp on July’s Most Attractive Stocks list. Even better, aligning executive compensation with return on invested capital earns the stock a spot on July’s Linking Exec Comp to ROIC Model Portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
Long Idea: Southwest Airlines (LUV)
With a long history of industry-leading profits, improving ROIC, and an attractive valuation, Southwest Airlines (LUV) is on July’s Most Attractive Stocks list and is this week’s Long Idea.
Kyle Guske II, Senior Investment Analyst, MBA
Top Two Long Ideas
CEO David Trainer appeared on CNBC’s Closing Bell on July 11, 2016 to discuss high quality investment opportunities in the current market
Kyle Guske II, Senior Investment Analyst, MBA
Long Idea: Thor Industries (THO)
This week’s Long Idea, Thor Industries (THO), has expanded through quality acquisitions, yet remains undervalued by the market at large. With a history of profit growth and beneficial trends in the recreational vehicle industry, Thor Industries makes an excellent addition to one’s portfolio.
Kyle Guske II, Senior Investment Analyst, MBA
Long Idea: Nuveen Concentrated Core Fund (NCAFX)
This week’s Long Idea, Nuveen Concentrated Core Fund (NCAFX) justifies its fees through significantly better stock selection. In fact, NCAFX allocates heavily to stocks on June’s Most Attractive Stocks list.
Kyle Guske II, Senior Investment Analyst, MBA