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Micron misses quarterly targets amid memory-chip sales slump
Memory-chip maker Micron Technology missed estimates for its fiscal first quarter and guided lower amid a cycl...
December 21, 2022, 4:19 pm
3 retail bargain stocks gurus are buying
Consumer cyclical stocks have done pretty badly this year, with the sector down 35% in 2022 compared to...
December 20, 2022, 6:12 pm
Sabine royalty trust: investors have another chance to take profits
SBR has offered an all-time high distribution per unit this year. This distribution corresponds to a 10.9% yield at the current stock price. However, ...
December 19, 2022, 5:49 pm
Hanesbrands: extreme value during a cyclical downswing
HBI boasts a potential 300% return with a 10% dividend, along with share repurchases. Negative sentiment has overcomplicated this basic inner and oute...
December 19, 2022, 12:42 pm
Steel dynamics: the margin of safety is in the aluminum venture
Steel Dynamics Inc. is a fundamentally sound cyclical steel company. Any analysis and valuation should ...
December 18, 2022, 3:41 am
Cleveland-cliffs diving approaches as recession takes hold
Recessions have not been kind to Cleveland-Cliffs' shareholders and the cyclical steel industry general...
December 17, 2022, 11:26 pm
Lennar just keeps building
In the face of a harsh environment wrought with headwinds Lennar remains resilient. We estimate trough earnings to get a sense for long term ...
December 15, 2022, 5:59 pm
Amazon: why more downside looms
Key economic data points strongly imply the potential for a cyclical correction in FY 2023. With an e-C...
December 15, 2022, 5:30 pm
Mcdonald's: price fall to come?
McDonald's stock price has performed exceptionally well over the last 12 months counter-cyclically to t...
December 13, 2022, 6:30 pm
Unity software: poised to spearhead the potential $1.5 trillion metaverse
Unity is a leading game development platform which has been used to make over 50% of the world's games. The company reported solid financial results i...
December 10, 2022, 8:48 am
Boise cascade is a cyclical stock - value it as such
BCC revenue is highly correlated to the US Housing Starts. Given the cyclical nature of Housing Starts,...
December 10, 2022, 6:32 am
Best cyclical stocks to buy now? 2 to watch
Are these the top cyclical stocks to buy right now?...
December 9, 2022, 11:17 am
Ugly chart right before recession: chemical giant dow inc. (technical analysis)
One of the clearest signs of trouble for the deep-cyclical part of the U.S. economy is found in the fai...
December 9, 2022, 4:57 am
Primer series: patrick industries - a successful serial acquirer with attractive end markets
Patrick's end markets are cyclical, but have stable oligopolistic structures and consistent histories o...
December 8, 2022, 2:20 pm
Ezcorp: strong q4 earnings confirm thesis; buy on dip
EZCORP operates 1,175 pawn stores in the U.S. and Latin America. The pawn business is countercyclical a...
December 7, 2022, 10:43 pm
Vertiv: 2023 eps growth expected after a challenging year
Economic growth is currently robust, but there are real recession risks looming which could hurt domestic small and mid-caps. One ...
December 7, 2022, 3:45 pm
3 consumer cyclical stocks with good momentum
One of the hottest groups in the recent market rally is consumer cyclicals. These three stocks already ...
December 7, 2022, 1:01 am
Micron's valuation is tricky
The business is cyclical, and it is hard to say how many years we'll have in the future, like fiscal 20...
December 6, 2022, 3:24 am
Which is faster: caterpillar or deere?
Let's take a look at the fundamentals via a comparison of the cyclically-adjusted price/earnings ratios...
December 5, 2022, 7:30 am
3 stocks that could turn $1,000 into $5,000 by 2030
These companies are operating at the intersection of secular and cyclical trends....
December 4, 2022, 7:33 am