Athleisure companies need to be nimble and flexible.
Nike and Lululemon are two of the most well-known athleisure stocks. Both meaningfully outperformed the S&P from year-end 2019 through the pandemic plunge to year-end 2021, and both have seen…
China: Buy Everything
"Buy Everything" is the recommendation of David Tepper, the founder of Appaloosa Management. He is one of the most successful asset managers in the past 30 years. This is not…
Don’t fight PBOC
U.S. investors have heard the investment adage “Don’t fight the Fed!” which suggests investors should not make investments contrary to the policy objectives of the nation’s central bank. This is…
eBay: EBAY
Bay, Inc. (EBAY) operates e-commerce platforms that connect buyers and sellers worldwide. Since the company has matured, the financial media pays it no attention. We think that creates opportunity. This…
US Steel: X
U.S. Steel finds itself in a bit of a political twist. The company received a generous takeover offer from Nippon Steel, but the government and the United Steelworkers Union are…
Albertsons: ACI
Move over John Maynard Keynes, Murry Rothbard, Ludwig von Mises, and Fredrick von Heyak, the great economist Kamala Harris has diagnosed the inflation problem. Those greedy business people are gouging…
Other industries are poised to benefit from the increase in power demand associated with AI.
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Berkshire Hathaway: BRK/B
One of the big beneficiaries of the great bull market in stocks is Berkshire Hathaway. This article is for paid members - please login or subscribe for access.
CVS Health Corporation: CVS
CVS Health Corporation is the Roger Dangerfield of the health management companies. Investors will not give the stock any respect. This article is for paid members - please login or…
Boeing: BA
Boeing is currently facing a series of significant challenges, some of which are self-inflicted. The most urgent and critical one is the catastrophic design flaw in the 737 Max, a…