Applied Materials: AMAT
The US and, indeed, the global semiconductor industry is undergoing a massive build-out of new productive capacity. One of the key players in producing the machinery that makes semiconductors is…
ATT: T
Mike & I are value investors. We like stocks growing fast with moderate PEs and mature companies trading at low PE. We have been watching ATT for some time now…
Hewlett Packard Enterprises: HPE
AI needs data centers and GPU-driven servers. One of the premier server makers is Hewlett Packard Enterprises. They compete with SuperMicrocomputer and Dell. This article is for paid members -…
Most homebuilders have reported earnings this quarter. Two remain.
Homebuilder Toll Brothers Inc. reports earnings tomorrow, Monday, December 9th, after the close. Lennar will report on Wednesday, December 18th, after the close. Since the beginning of Q4 2024, the…
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…