September 7, 20160Comments

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.

by Kyle Guske II, Senior Investment Analyst, MBA

July 22, 20160Comments

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.

by Kyle Guske II, Senior Investment Analyst, MBA

July 14, 20161Comments

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.

by Kyle Guske II, Senior Investment Analyst, MBA

June 23, 20160Comments

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.

by Kyle Guske II, Senior Investment Analyst, MBA

June 2, 20160Comments

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.

by Kyle Guske II, Senior Investment Analyst, MBA

May 4, 20160Comments

Long Idea: Sally Beauty Holdings (SBH)

Sally Beauty operates in an industry that tends to be recession-proof. What’s more, its cheap valuation and recent changes to executive compensation position the stock to outperform in the long term.

by Sam McBride

April 20, 20163Comments

Long Idea: Skechers (SKX)

Investors should be excited about a new addition to our Most Attractive Stocks list: Skechers (SKX). This stock offers a unique combination of growth potential, strong profitability, and a valuation with low market expectations.

by Sam McBride

December 16, 20150Comments

The Market Values High ROIC Companies

Last month, Fortune released its list of the top 50 businesspeople of the year. The recognition these CEO’s are receiving shows that the market cares about ROIC, even if many investors aren’t explicitly talking about it.

by Sam McBride

November 18, 20150Comments

Long Idea: Allegiant Travel Company (ALGT)

The search for quality stocks only gets harder as companies use a growing array of tricks to deceive investors. Our research has always focused on cutting through the noise. We

by Blaine Skaggs

November 6, 20150Comments

Long Idea: Brocade Communications Systems (BRCD)

This week’s Long Idea not only pays a quality dividend, but when combined with aggressive share repurchases, provides investors a yield over 9%. Best of all, it is anything but a trap. With consistent profit growth, strong free cash flow, and the opportunity for share price appreciation, Brocade Communications Systems (BRCD) is this week’s Long Idea.

by Kyle Guske II, Senior Investment Analyst, MBA

October 29, 20151Comments

Long Idea: Eaton Corporation (ETN)

With a long history of profit growth, overly pessimistic expectations baked into the stock, and a 6% (dividend plus share buybacks) yield, this week’s Long Idea is Eaton Corporation (ETN).

by Kyle Guske II, Senior Investment Analyst, MBA

October 22, 20150Comments

Long Idea: Wells Fargo & Company (WFC)

In the search for safe investments in today’s volatile markets, investors should focus on companies that have a history of creating shareholder value, the ability to earn quality returns on capital, and an undervalued stock. This week’s Long Idea, Wells Fargo & Company (WFC) not only fits the description of a safe investment, but its shares are also greatly undervalued.

by Kyle Guske II, Senior Investment Analyst, MBA

October 7, 20152Comments

Long Idea: Qualcomm (QCOM)

Much like our recent Long Idea on General Motors (GM), this week’s long idea is a company that has excellent fundamentals but poor technicals. Long-term investors should be licking their chops as this stock offers a 9% yield (dividend plus share buybacks) in addition to meaningful capital appreciation potential. This week’s Long Idea is Qualcomm Inc.

by Kyle Guske II, Senior Investment Analyst, MBA

September 24, 20152Comments

Long Idea: NVIDIA Corporation (NVDA)

Operating in a highly competitive market can put a harsh spotlight on particular companies. Sometimes this spotlight is warranted; sometimes it is not. This week we’re recognizing a leader in the PC market and a company that has ample growth opportunities. These opportunities appear to be unrecognized by the market, and we see significant upside for the stock.

by Kyle Guske II, Senior Investment Analyst, MBA

September 17, 20150Comments

Now Is The Time To Invest In This American Business

This week, we’ve found a company the market loves to hate in spite of its excellent operating results. With strong profit growth, prudent management decisions for future growth, and a greatly undervalued stock price, this week’s Long Idea is:

by Kyle Guske II, Senior Investment Analyst, MBA

September 10, 20150Comments

Survive the Market Storm With This Telecom Stock

Telecom and wireless operators are often cited as following the same path as traditional television providers, e.g. Comcast (CMCSA) and Time Warner Cable (TWC), which many believe are being replaced by newer, streaming providers like Netflix (NFLX), Amazon (AMZN), or Google’s (GOOGL) YouTube. This negative view has created an investing opportunity in one of the best companies the telecom industry has to offer.

by Kyle Guske II, Senior Investment Analyst, MBA

August 27, 20151Comments

An Investing Method For All Market Environments

Over the past two weeks, the major indices have all fallen over 10% and entered correction territory. With no end in sight, investors must ask, “how can I protect my portfolio through the ups and downs in the market?”

by Kyle Guske II, Senior Investment Analyst, MBA

August 21, 20151Comments

A Retail Giant Positioning for Future Profit Growth

Retailers have been under attack in recent years but not by the online competitors that may first come to mind. Instead, retailers have been under attack from Wall Street analysts who can’t wait to bury the next traditional retail business.

by Kyle Guske II, Senior Investment Analyst, MBA

July 29, 20140Comments

Long Idea 7/29/14

This week's long idea trades at a steep discount to it industry peers despite offering comparable growth and profitability.

by David Trainer, Founder & CEO

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