Going to the Dogs (part 2)
In the prior article, we discussed the “Dogs of the Dow (and S&P 500)” investment strategies, in which investors rank the stocks in the respective indices by their dividend yield…
The Dog Days of Winter…
The "Dogs of the Dow" and the slightly less well-known “Dogs of the S&P” are stock-picking strategies focused on the Dow Jones Industrial Average (DJIA) and S&P 500. At the…
Healthcare Expenditures Keep Rising, So What Ails the Sector?
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Jerome Powell didn’t deal us a great hand, but don’t fold yet…
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This Gaming Stock’s Had a Bad Run – Perhaps Their Luck’s About to Change
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GM Pumps the Brakes on Cruise
General Motors' decision to integrate Cruise into its operations and pivot away from the development of Robotaxis could have significant implications for the company and competitors and collaborators like Lyft,…
Most homebuilders have reported earnings this quarter. Two remain.
Homebuilder Toll Brothers Inc. reports earnings tomorrow, Monday, December 9th, after the close. Lennar will report on Wednesday, December 18th, after the close. Since the beginning of Q4 2024, the…
Lululemon Reports Earnings December 4th, Our Thoughts: LULU
On October 24th, we suggested that Lululemon was a favorable alternative to Nike, given its low valuation and better revenue trajectory. Since that time, Lulu has materially outperformed. Lulu shares…
A Tale of Two Retailers
Six well-known retailers release quarterly earnings this week. Kohl’s, Macy’s, Best Buy, Dick’s, and Burlington will report before the open on Tuesday, November 26th, and Nordstrom will report after the…
Which grocery warehouse is the best value?
The PEG Ratio (Price/Earnings-to-Growth Ratio) is a valuation metric that helps investors assess the fairness of a stock's price relative to its growth potential. It builds on the P/E ratio…