A lot of companies are now mandating that employees come into the office several days a week, and Nordstrom appears to be a primary beneficiary of the need to update workplace wardrobes. Read More

A natural gas shortage anywhere tends to drive up prices everywhere, and experts are predicting record-high natural gas prices in parts of the world affected by Western sanctions against Russia. Read More

Tronox has effectively become a play on the likelihood of an impending recession, but in this case Wall Street appears to be ignoring the company's strong financial performance this year. Read More

This week, ADM traded above $90 a month after the company released its fiscal 2022 Q2 results and guidance for the remainder of this year that confirmed my hypothesis. Read More

I would not be surprised to see someone make an attempt to acquire Mattel's extensive catalog of intellectual property either this year or next. Read More

This morning, my PF Pro stock screener identified 18 oil producers as being oversold and likely to rebound strongly over the next 6 – 12 months. Read More

I believe the multiples assigned to semiconductor stocks will rise steadily as it becomes increasingly apparent that the environment in which they operate is improving. Read More

Used car sales are cyclical and CarMax will be one of the primary beneficiaries during the next up cycle. Read More