July 25, 20230Comments

Position Close Update: Taking Another Winner Off the Table

The company must outperform optimistic assumptions for the stock to offer upside to investors.

by Hakan Salt, Associate Investment Analyst

July 20, 20230Comments

Pay The Piper

We think it’s sensible to look in the energy sector for overlooked ‘picks and shovels’ businesses with strong fundamentals and cheap valuations.

by Italo Mendonca

July 13, 20230Comments

Position Close Update: Tools Not as Undervalued as They Were

Lofty expectations mean the risk/reward in this stock is no longer as attractive as when we first made it a Long Idea.

by Hakan Salt, Associate Investment Analyst

July 13, 20230Comments

Position Close Update: Electronics Manufacturer Got Expensive

The run-up in stock price, largely around the hype over AI, means the risk/reward in this stock is no longer as attractive as when we first made it a Long Idea.

by Hakan Salt, Associate Investment Analyst

July 12, 20230Comments

Not Another Pipe Dream

This copper and brass pipe manufacturer is poised to take advantage of rising demand and its position as market leader in the U.S.

by Italo Mendonca

July 5, 20230Comments

2Q23 Earnings: Where Street Estimates Are Too Low & Who Should Beat

Five S&P 500 companies likely to beat calendar 2Q23 earnings because their Street EPS estimates are understated.

by Kyle Guske II, Senior Investment Analyst, MBA

June 28, 20230Comments

Value-Added Steel at an Undervalued Price

Vertical integration, strong revenue growth, and improving profitability trading at a discount.

by Kyle Guske II, Senior Investment Analyst, MBA

June 23, 20230Comments

Position Close Update: Consumer Goods Giant Gets Expensive

Expectations baked into this stock, while not impossible, are optimistic given intense competition in this company's end markets.

by Hakan Salt, Associate Investment Analyst

June 23, 20230Comments

Position Close Update: Retailer’s Valuation Leaves No Room for Upside

Even “winning” vs. competition would likely result in lower margins than historical highs. We’re closing this Long Idea.

by Hakan Salt, Associate Investment Analyst

June 22, 20230Comments

Steel Titan Rising

As we approach several exciting technological leaps, we expect to see an increase in demand for a key building block behind those leaps.

by Italo Mendonca

June 22, 20230Comments

Position Close Update: Medical Distributor Has Limited Upside

The risk/reward in this stock is no longer as attractive as when we first made it a Long Idea.

by Hakan Salt, Associate Investment Analyst

June 15, 20231Comments

Coal in Green Clothing

This metallurgical coal producer is poised to take advantage of rising demand amid restricted supply in the premium coal market.

by Italo Mendonca

May 26, 20230Comments

Position Close Update: Winning Oil & Gas Pick

We’re taking gains after shares have increased 30%+ in less than one year and are closing this Long Idea.

by Kyle Guske II, Senior Investment Analyst, MBA

May 25, 20231Comments

Diligence Matters

The compelling mix of strong fundamentals and an attractive valuation position this company as a promising option.

by Italo Mendonca

May 18, 20232Comments

Sticking With The Classics

Strong fundamentals and macroeconomic tailwinds make this company an attractive stock in the current environment.

by Italo Mendonca

May 17, 20230Comments

Position Close Update: John B. Sanfilippo & Son (JBSS)

With limited upside potential, we’re closing this Long Idea. John B. Sanfilippo & Son (JBSS)

by Kyle Guske II, Senior Investment Analyst, MBA

May 11, 20230Comments

Brick By Brick

The company’s earnings continue to beat expectations yet the stock’s valuation implies a large, permanent decline in profits.

by Italo Mendonca

May 3, 20230Comments

Rx For Success

This company’s earnings continue to beat expectations yet the valuation of its stock implies only modest profit growth and still holds upside.

by Italo Mendonca

April 27, 20230Comments

Position Close Update: The Hershey Company (HSY)

With limited upside potential, we’re taking gains and closing this Long Idea.

by Kyle Guske II, Senior Investment Analyst, MBA

April 26, 20230Comments

Defense Is The Best Offense

Thi company is well positioned to weather a recession and to expand profit margins.

by Italo Mendonca

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