Walmart is selling off due to its super pricey entry into the Indian market. Book this significant gain in the June puts. Read More
Analyst Articles
Mergers and acquisitions are at a record pace for 2018. Why are the goliaths looking for more targets and what does it mean for the market? Read More
Harsco's surge in demand began even before the government's policy changes on aluminum and steel and what Abbvie's Dutch tender means for investors. Read More
Buy Abbvie ahead of a May 9th conference when investors will hear more about its recent surprising success in its new Hep C drug. Read More
Old Dominion Freight and SAIA, both less than truckload shippers, saw earnings rise on higher rates and increased volume of shipments. Investors, nervous about the sustainability of the global economy sold the stocks off a bit, unjustifiably, I believe. PRA redeemed itself with a strong backlog and more. Read More
Improvements from Synchrony's tighter lending standards and a partnership with juggernaut PayPal should drive earnings higher. Read More
Despegar.com is capitalizing on the growing Latin American travel market. A rare combination of exploding growth and expanding margins are propelling earnings. Read More
Some spring cleaning resulted in three names being sold from the portfolio due to lack of catalysts. New names are taking root and the news abounds for current holdings. Why Ichor got hit so hard last week and more... Read More
Vulcan is down 9% since my January 2016 recommendation. The hype surrounding new government infrastructure dollars has yet to translate into significant earnings momentum at Vulcan. The stock is likely to drift without a near-term catalyst. Read More
Mueller is down 14% since my recommendation last April. Despite the aging and often failing water infrastructure in parts of the U.S., tight municipal budgets are weighing on new orders. Mueller has not been able to gain traction in sales or profits so it's time to move on. Read More