Albertsons: ACI
It should be no secret to our regular readers that we like grocery store stocks. Food is the ultimate consumer staple, so it has steady revenue. Their inventory turns over…
Restaurant Brands: QSR
The economy is having its issues. If you listened to the press, one might think it is a disaster. But it is not. At the same time, those who think…
Honda Motor Company: HMC
Hated stocks are harder to find than one might expect. Behavioral finances suggest there should be lots of them. The efficient market hypothesis suggests they should not exist. This article…
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…
Berkshire Hathaway: BRK-B
We will probably like Berkshire Hathaway stock forever. We suggested a bullish trade on the stock back in September but suggested closing it a few weeks after the hurricane moved…
Novo Nordisk: NVO
Diabetes is a chronic illness that seems to keep getting worse. Some people are born with it. However, we think the primary cause is diet. In particular, we point to…
Extend & Pretend: IWM
We had trouble reading the tea leaves a few months back. We thought Kamala Harris would become president, mostly because of the press. We had a hard time accepting this…
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…