Emerging Markets, What’s Next? EEM
We have been negative on Emerging Market Stocks for quite some time now. Our thesis was that if the US catches a cold, Europe & Asia get the flu, and…
APA Corporation: APA
On October 13, we were short-term bearish on oil price. The oil price is down a little bit since then, but it did not sell off as aggressively as we…
Matson: MATX
The shipping companies and their stock prices were one of the biggest but undiscussed beneficiaries of the C19 lockdown. Maybe because it is "old economy." Old economy stocks are boring…
Sociedad Quimica y Minera De Chile S.A.: SQM
The move toward EVs is accelerating. Any car company not working on an electric vehicle will get left behind. Some of this activity is the result of market forces. People…
Footlocker: FL
Footlocker is a company that we have been following for years. It's an attractive stock because it trades cheaply but does not provide price support. It is the poster child…
Snowflake: SNOW
Enterprise software and cloud companies were all the rage with investors during the C19 lockdown. People moved from the office to work from home and needed a way to share…
It’s Paramount! PARA
We have been watching the media stocks ever since Arcagos Capital squeezed the share prices into the stratosphere only to fly too close to the sun. Moments later, bankruptcy came…
Waste Management: WM
Waste Management is a mature slow-growing business we cannot live without. They deal with the garbage we create. This article is for paid members - please login or subscribe for…
Mosaic: MOS
One topic that is getting more attention these days is food price inflation. We are all paying more at the grocery store, and several forces are pushing prices higher. This…
Tyson Foods: TSN
Tyson Foods is the ultimate consumer staple company. They produce protein for people to eat and do so at very reasonable prices. This article is for paid members - please…