The Macro
The big picture has changed. US investors have changed from neutral to somewhat bullish to "get out of my way, I have to buy some stocks." This article is for…
How far can it Advance (Auto Parts)? AAP
Since hitting its all-time high on January 5th, 2022, Advance Auto Parts, which reports earnings this week, has grossly underperformed the stock market overall, even as its two most well-known…
Rio Tinto: RIO
If you think China's fiscal and monetary stimulus will help the Chinese economy get back on its feet, one should expect an increase in the consumption of commodities of all…
Buy Everything
Buy Everything. That seems to be the market's message after Election Wednesday. This article is for registered members - please login or click here to subscribe or register for free.
Beauty is in the eye of the beholder.
e.l.f. Beauty and Estée Lauder are well-known companies in the beauty and cosmetics industry. Still, they differ significantly across various dimensions, such as customer base, price points, and geographic reach.…
United Parcel Service: UPS
Two companies immediately come to mind regarding logistics and transportation: United Parcel Service and Federal Express. When we think of stocks, the financial media seems to be in one camp…
Stretchy Pants
Pairs trading is a market-neutral trading strategy that involves simultaneously buying one asset, such as a stock, and selling another related asset. The idea is to take advantage of the…
NXPI Inc.: NXPI
NXPI is a silicon chip design and manufacturing company. Its chips are used in a multitude of products. This is what we like. We do not like that we do…
General Mills: GIS
This highly charged technology stock run has left consumer staple stock prices behind. We do not think this phenomenon will continue forever. As value investors, we always look for good…
Silver: SLV
In times of high consumer price inflation, one might expect people to flock to gold and silver as hedges. Traders bought the precious metal hand over fist for a few…