Fatten Your Nest Egg with Sanderson Farms

The stock’s of chicken producers have been on a tear this year. We selected Sanderson Farms (SAFM) and Pilgrim’s Pride (PPC) as Long Ideas in mid-2015, but we are honing in our focus on SAFM as the best way to play growing chicken demand.

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Disney Dumps Netflix, And So Should Investors

Investors should capitalize on the opportunity provided by Disney’s streaming service announcement and the market’s overreaction to earnings. Buy into a great company at an attractive valuation (Disney) and sell an overvalued company with holes in its business model (Netflix).

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An Industry Leader In A Rapidly Growing Market

We previously highlighted the semiconductor equipment sector as a “pick and shovel” play to benefit from trends such as artificial intelligence, autonomous driving, and the Internet of Things. Today we are digging deeper into one of those stocks.

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Look to the Sky for Industrials Sector Value

Our Robo-Analyst technology drills down to the stock level of all 7,000+ ETFs and mutual funds under coverage. In the process, we uncovered an attractive ETF that traditional, backward-looking fund research overlooks.

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5 Unappreciated Stocks With High ROICs

In order to find value, it’s time to get back to the basics of reading footnotes and focusing on economic earnings and return on invested capital (ROIC), the true drivers of valuation.

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Position Close Update: MDLZ, PRGO, ORCL & VZ

Our Long Idea and Danger Zone research reports are part of an ongoing effort to identify hidden gems in the market and help clients avoid portfolio blowups. In this Position Update report, we are closing out two Long Ideas and two Danger Zone picks previously published on the Research Blog.

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An Undervalued Stock That’s Ready for Take-Off

This under appreciated industrials company is benefiting from internal profitability initiatives and external growth drivers, while low profit expectations embedded in the stock price make for an attractive risk/reward scenario.

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An Oasis in the Desert of Small Cap Funds

Our Robo-Analyst technology has identified a particularly attractive mutual fund that traditional, backward-looking fund research overlooks.

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One Of the Best Plays In Today’s Stock Market

With improving profitability, strong industry growth, and an undervalued share price, this stock could outperform moving forward.

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Profit From The Aging Population of Cars

This firm’s reported earnings understate its true profitability, and future profit growth expectations embedded in the stock price look overly pessimistic.

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Undervalued R&D Leader with a 6% Yield

Among public companies in this industry, this one earns our Very Attractive rating and leads the group in return on invested capital (ROIC), the key driver of shareholder value.

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Consumer Goods Firm With Quality Risk/Reward

With growing profitability, expansion into high margin segments, and a valuation implying permanent profit decline, this stock could significantly outperform moving forward.

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Undervalued Industry Leader with a 5% Yield

Given the company’s industry leading position, solid fundamentals and attractive stock valuation, we view it as a preferable alternative to traditional competitors in its industry.

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Undervalued Parts Manufacturer With A 7% Yield

With rising profits, an executive compensation plan aligned with creating shareholder value, and regulatory tailwinds, this stock could be the next hidden gem.

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Industrials Stock With High Quality Risk/Reward

Despite improving profits, margins, and ROIC, the market recently punished this stock for “missing expectations.” Add in improving market conditions and prudent cost management to this backdrop of lowered expectations, and we believe the stock is positioned to outperform moving forward.

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The Market Undervalues This Firm’s Cash Flows

This firm has effectively taken market share from competition while improving its profitability. Add a shareholder-friendly executive compensation plan, and we believe the firm will continue to outperform.

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Undervalued Retailer With Nearly 7% Yield

A downtrodden industry often contains hidden gems that can only be found through real due diligence. This market leader is consistently improving profitability and creating shareholder value and we believe the firm can continue to outperform.

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More Long Ideas For You

Good long ideas are hard to come by, and we are giving you a lot more of them starting 4/10/17.

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Popular Restaurant Chain With Significant Upside Potential

Despite slowing traffic across the industry, one firm is consistently improving profitability and creating shareholder value. Because the company aligns executive compensation with ROIC, we believe this firm can continue to outperform.

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This Industrials Mutual Fund Earns Its Fees

In eight of past nine quarters, the Industrials sector has ranked within the top three in our Sector Rankings for ETFs and Mutual Funds. Within the sector, we have identified a particularly attractive fund that traditional fund research overlooks.

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