Burlington Stores: BURL
Burlington stores is not a company we have talked about in the past. But given its recent price action, we think it represents an exciting situation. This article is for…
Marriott International: MAR
The travel, leisure, airlines, and hospitality sectors were some of the hardest-hit sectors when the government locked down the economy. No news there. After the government let these companies reopen…
China Internet Stocks: KWEB
In our last post, we viewed emerging market stocks positively. They have been chronic laggards for years. EEM, the ETF that tracks emerging market stocks, has not delivered a return…
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…