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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


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