The bad news for General Mills is that its operating costs have not come down as fast as food prices during the past year, but that's about to change. Read More

This is the type of stock that could quietly outperform the market as Wall Street abandons high-multiple momentum stocks in favor of “fortress balance sheet” companies that can grow profits in a flat economy. Read More

The PC manufacturer soared today after posting very strong fiscal 2024 Q2 results yesterday evening. Read More

Target’s share price multiples are all below its peer group averages, in large part due to its insistence on sticking to its long-term growth plan. Read More

Demand for liquified natural gas is projected to grow at a faster pace than it can be produced, which means Cheniere should be able to raise prices across its network of pipelines, terminals, and transport vessels. Read More

Chubb is considerably cheaper than most of its lesser performing rivals despite its outstanding performance over the first half of this year. Read More

After Toyota Motor released strong quarterly sales results yesterday, our call option has more than doubled in value. Read More

A lot of reversion to the mean is in order, and when it is over I expect defense contractors to be the primary beneficiaries. Read More