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Monday, March 25, 2019
While U.S. stocks have shown resilience, the maturing bull market and a flattening yield curve suggest caution is warranted. In this environment, value-priced stocks with businesses that benefit during an economic pullback appear to be worthy of consideration. Leading discounter […]
A review of inflation, interest rates, capacity utilization, and inventory point more towards the middle stage of an expansion. Basic Materials companies like chemical producers typical do well mid-cycle. Huntsman International has a solid balance sheet, lots of dry powder […]
Value investing and GDP growth look primed for a turnaround; out-of-favor value stocks stand to benefit. Department store operator Kohl’s is also showing signs of a turnaround; management’s willingness to try new initiatives appears to be bearing fruit. With almost […]
In the quest for a GARP stock with room to run, low short interest, positive free cash flow, a surprising find dropped out of the screener. Regeneron meets all of these prerequisites, plus delivers on high margins, steady top- and […]
For three days in early May, over 40,000 investors and spectators will flock to the city of Omaha Nebraska to attend what many call the “Woodstock for Capitalist.” The annual Berkshire Hathaway Inc (NYSE: BRK.A) Shareholder meeting attracts crowds and […]
Merger uncertainty can be a negative, especially in regulated industries. Local broadcasting giant Sinclair Broadcast Group Inc’s (Nasdaq: SBGI) proposed acquisition of Tribune Media is becoming mired in regulatory, legal, and congressional mud. Sinclair is a good buy on its […]
In the summer of 1960 an engineer and educator teamed up to launch what would eventually be known as one of the greatest conglomerates in business history. The duo turned an initial investment of $450,000 into an enterprise that generated […]
It is not likely that you will hear an Analyst praise a company’s increase in average days payable. Nor will you hear a CEO boast about having an industry low DIO. It’s not even common that a company will go […]
Housing starts point to continued strength in residential housing. Supporting the growth is an increasing homeownership rate as younger buyers enter the market and wages continue to rise. Masonite International profits from a hot housing market via new construction and […]
Sam Zell, the legendary real estate investor and business rebel is known for his bold market moves and creative antics. While most investors send out an annual letter, Zell is known for his ever so witty moving music boxes that […]
