April 20, 20220CommentsSYSCO Corporation (SYY) – 5 reportsSee all our reports on SYSCO Corporation. by Kyle Guske II, Senior Investment Analyst, MBA
May 5, 20210Comments1Q21 Earnings Reveal Plenty of Upside in These 3 LaggardsThis week, we’re reiterating three Long Ideas that have underperformed the S&P 500 since our original reports. by Matt Shuler, Investment Analyst II
January 27, 20210CommentsMicro-Bubbles: Winners & LosersWith analysts warning the S&P 500 is alarmingly high, we’re proposing investors focus more on stocks with quality fundamentals. by Matt Shuler, Investment Analyst II
April 15, 20200CommentsIndustry Leader with Strong Cash Flows Trading at a Big DiscountNow is an excellent time for investors to buy quality businesses, with the cash flows to survive the downturn, at significant discounts. by Kyle Guske II, Senior Investment Analyst, MBA
March 18, 20200CommentsSeek Strong ROICs in Turbulent Markets Part 2Nearly all stocks suffer in a bear market, but those with high ROICs tend to suffer less and rise faster in the recovery. by Kyle Guske II, Senior Investment Analyst, MBA
February 18, 20200CommentsFeatured Stock in February’s Exec Comp & ROIC Model PortfolioGet a free look at one of the stocks in this month's Model Portfolio. by Matt Shuler, Investment Analyst II
December 13, 20170CommentsEconomies of Scale Provide this Firm a Strong Competitive AdvantageThis firm’s industry-leading distribution network has driven consistent profit growth, higher margins than competitors and a leading market share. by Kyle Guske II, Senior Investment Analyst, MBA