I believe now would be an opportune time to open positions in some of the holdings above that you do not yet already own. Read More
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It appears that Wall Street is bailing out on the retail entire sector this week, including retail businesses that have not yet released their quarterly results. Read More
I believe the wisdom of the company's deleveraging strategy will become apparent over time, especially if it allows MPW to increase its quarterly cash dividend again next year. Read More
After losing a third of its value over the past three months, WMG appears oversold and likely to rebound perhaps as soon as next week after the company releases its Q2 results. Read More
Our call option for Steel Dynamics (NYSE: STLD) has soared in value during the past month and is now worth nearly three times what we paid for it less than six months ago. Read More
I don’t expect the tech sector to underperform the overall stock market much longer. Read More
I believe the fast food sector will outperform the overall stock market over the next two years for the same reasons it struggled over the past two years. Read More
The backlog of orders and increasing sales momentum for its EVs should ensure that Ford exceeds the conservative sales guidance it has provided thus far. Read More
Until the shooting war in Ukraine is over, I do not expect to see much rationality in the stock market. Read More
Despite persistent supply chain bottlenecks, YETI posted solid Q4 results and should rebound strongly during the second half of this year. Read More