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Long Ideas

aetna
March 12, 20150Comments

After Looking at its 10-K, We Think This Insurance Stock is Cheap

At the beginning of 2015, we let our subscribers know about Cigna (CI), one of our favorite stocks for 2015. This call has proven to be a good one, as CI is up 21% so far this year. We see many of the same characteristics in this week's stock pick of the week.
by Andre Rouillard
CBI
March 10, 20152Comments

Profit From Unwarranted Oil Price Fears With This Stock

After a very bad 2014 for this stock — which fell over 44% — the company’s annual report has revealed that this price movement was an overreaction and that the company had a great year financially.
by Kyle Guske II, Senior Investment Analyst, MBA
March 5, 20155Comments

Renting Your Way to Growth with This Company

The best stock picks have to meet certain criteria. The company must have strong fundamentals like rising profits and return on invested capital (ROIC). The company must also have a catalyst to continue growing.
by Kyle Guske II, Senior Investment Analyst, MBA
John B. Sanfilippo
March 3, 20150Comments

Food That’s Good for You and A Stock That’s Good For Your Portfolio

This week’s hot stock had an outstanding 2014 and was up 53% over the course of the year, but is undervalued even at its new, higher price. As a main producer of one of the most popular snack and health foods in the country, this company has plenty of room to grow.
by Andre Rouillard
Goodyear Tire
February 26, 20150Comments

Why Now is the Time to Pick Up This 117-Year-Old Company

The best stock picks in today’s market are becoming increasingly rare: large, high-quality companies with great growth potential that are also cheap. As we’ve started to incorporate this year’s batch of annual reports into our models, we’ve managed to find one such stock.
by Andre Rouillard
commodity prices
February 24, 20150Comments

When Strong Fundamentals Matter More Than Commodity Prices

All too often, we see investors fixated on commodity prices when looking at Materials sector stocks. While commodity prices may impact businesses’ profits and stock price in the short term, investors can count on strong fundamentals to increase the value of Materials businesses over the long term.
by Andre Rouillard
highest ROIC
February 19, 20150Comments

This Stock Has One of the Highest ROICs in Our Coverage Universe

This week's stock pick of the week has one of the highest returns on invested capital (ROIC) in our model, and its recent guidance update and cheap valuation indicates that now might be the perfect entry point.
by Andre Rouillard
February 17, 20150Comments

An American Icon Awakens

This week’s hot stock was once a staple of the American economy. That was before tough times befell the company during the economic collapse in 2008.
by Kyle Guske II, Senior Investment Analyst, MBA
February 13, 20150Comments

David Trainer Provides His Best Pair Trade Idea for 2015

In this podcast, CEO David Trainer provides a pair trade for 2015 with two technology stocks that could not be more different from one another.
by David Trainer, Founder & CEO
February 12, 20150Comments

An Unglamorous Industry Creates a Profitable Company

Our stock pick this week comes from an unglamorous industry, but one that can produce attractive profits. Services that make lives easier and that people begin to take for granted — insurance, for example — can often be extremely profitable while fly under the radar.
by Kyle Guske II, Senior Investment Analyst, MBA
February 10, 20150Comments

A Turnaround Years in the Making

This week’s hot stock has almost been written off by many market pundits. As commonly happens, media coverage tends to overreact to bad news, and those reactions can begin to drown out any positive news.
by Kyle Guske II, Senior Investment Analyst, MBA
February 5, 20150Comments

Should You Place an Egg in This Basket?

Our stock pick this week produces possibly one of the most inelastic goods in history. A company that provides a product that is always in demand is often a great investment, but it can be an even better investment when the demand for the product is actually growing
by Kyle Guske II, Senior Investment Analyst, MBA
February 3, 20150Comments

This High-Growth Asset Manager Won’t Be Cheap for Long

This week's hot stock is trading at a rare historical discount.
by Kyle Guske II, Senior Investment Analyst, MBA
January 29, 20152Comments

Earnings Season Creates Investment Opportunities

Our stock pick this week provides products you probably use daily. Many traders and speculators focus on daily trading volume or even momentum points to buy and sell a stock. When a company’s earnings “disappoint,” these traders tend to overreact, dumping their shares and causing the stock price to drop.
by Kyle Guske II, Senior Investment Analyst, MBA
January 28, 20150Comments

This Stock is a Sure Pick in the Wild Biotech Sector

This week's hot stock belongs to an industry that we usually like to avoid: The always-volatile biotechnology sector.
by Andre Rouillard
January 22, 20150Comments

Can Your Portfolio Benefit from International Banking?

Our stock pick this week is one from south of the equator, in Peru. There are times when a company’s stock price gets ahead of the economics of the business, resulting in a situation when that stock becomes overvalued.
by Kyle Guske II, Senior Investment Analyst, MBA
January 20, 20152Comments

Add a New Toy to Your Portfolio: Hot Stock Commentary

Hasbro (HAS) is probably best known as the maker of popular toys such as Play-Doh, Nerf, and Monopoly. However, resurgence in its other brands makes it our hot stock of the week.
by Kyle Guske II, Senior Investment Analyst, MBA
January 15, 20150Comments

No Limits on Upside with this Credit Card Provider

Credit card usage has slowly been increasing since 2011 and with more than a few credit card providers to choose from, including another favorite of ours, Discover Financial, it is important to pick from the best. Our pick this week is American Express (AXP).
by Kyle Guske II, Senior Investment Analyst, MBA
January 13, 20151Comments

Hot Stock Commentary: Brocade Communications (BRCD)

Brocade Communication Systems (BRCD) is our hot stock of the week and earns an Attractive rating. Brocade, a provider of storage area networking and Internet protocol networking solutions, had a very impressive 2014.
by Kyle Guske II, Senior Investment Analyst, MBA
January 8, 20150Comments

Stock Pick of the Week: Symantec Corporation (SYMC)

Our stock pick this week is one that has great potential in 2015 and beyond, as online security becomes a bigger issue in light of the most recent hacking attacks.
by Kyle Guske II, Senior Investment Analyst, MBA
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