What to Sell and What to Own – Fox Business
We discuss why Netflix has more room to fall.
Matt Shuler, Investment Analyst II
SPR
Matt Shuler, Investment Analyst II
3 Focus List Laggards We Still Like
We’re starting 2022 by looking at three Focus List stocks that underperformed in 2021 but that we remain bullish on.
Matt Shuler, Investment Analyst II
Stick With These 3 Long Ideas Post 1Q21 Earnings
After 1Q21 earnings, we still love these three Long Ideas that have excellent profit growth opportunities and attractive risk/reward.
Matt Shuler, Investment Analyst II
Ready to Soar
Despite underperforming the market for several years, this long-time Long Idea has all the tools for a successful turnaround and holds significant upside potential.
Matt Shuler, Investment Analyst II
4 Long Ideas That Didn’t Go as Planned
When we write our Long Ideas, we try to anticipate every possible outcome. Nevertheless, sometimes we get things wrong.
Sam McBride
Long Idea Highlights & Lowlights From 2017
We present the Long Idea highlights and lowlights from 2017.
Kyle Guske II, Senior Investment Analyst, MBA
Long Idea Update: Spirit AeroSystems (SPR)
Spirit AeroSystems (SPR) was selected as a Long Idea on 6/26/17. SPR is up 40% since publication, but still earns an Attractive risk/reward rating based on earnings quality and low market-implied expectations for future profits.
Kyle Guske II, Senior Investment Analyst, MBA
Podcast: Why Investors Ignoring This Industrials Stock Are In The Danger Zone
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about an Industrials stock that investors should not overlook.
Kyle Guske II, Senior Investment Analyst, MBA
Danger Zone: Textron, Inc. (TXT)
From non-GAAP accounting to costly acquisitions, it is not difficult for a company to create the illusion of profits. However, eventually reality sets in and the deterioration of a business comes to light. This week’s Danger Zone pick, Textron Inc. (TXT: $42/share), is destroying shareholder value while covering it up with an acquisition that creates the illusion of profits via GAAP net income growth.
Kyle Guske II, Senior Investment Analyst, MBA