Subscribe To
Fsta: consumer staples stocks are probably fairly valued, cyclically unattractive
FSTA invests in defensive consumer staples stocks. The fund has out-performed in recent times during a recent bear market which is possibly not over....
November 11, 2022, 6:38 pm
Ewy: south korean equities likely significantly undervalued, cyclically well positioned
EWY invests in South Korean equities and EWY has fallen alongside other global equities over the past year or so. Click here to read why I think it’...
November 10, 2022, 11:32 pm
Ewy: south korean equities likely significantly undervalued, cyclically well positioned
EWY invests in South Korean equities. EWY has fallen alongside other global equities over the past year or so....
November 10, 2022, 6:06 pm
Nine stocks expert says should pique your interest
Source: Clive Maund (11/9/22) Expert Clive Maund reviews the 6-month charts of nine companies he believes are worth keeping an eye on. Aldeyra Therape...
November 10, 2022, 1:35 pm
Sdy: multiple anomalies on offer
Various market anomalies could support the ETF into 2023. A seasonality effect could entertain the ETF's consumer defensives and ...
November 8, 2022, 9:06 pm
Heartland express has tools to offset a cyclical trucking correction
Heartland posted mixed third quarter results, with better revenue and weaker operating ratio than expected, but in-line EPS. Management acknowledged s...
November 8, 2022, 2:22 pm
Is qualcomm stock a buy now?
The mobile chipmaker faces a tough cyclical slowdown -- but is there good news hidden in its valuation?...
November 8, 2022, 10:45 am
Bhp: focus on the long term
BHP is facing cyclical challenges and secular opportunities. While current economic uncertainty could p...
November 8, 2022, 5:36 am
Micron vs. rambus: is either memory chip company worthy of investment at this time?
Micron is a much larger company than Rambus. Micron has historically had a cyclical revenue stream....
November 7, 2022, 8:59 pm
Lanxess: deep value with solid downside protection
Lanxess has continued to morph into a higher-margin, less cyclical specialty chemicals producer. A supe...
November 7, 2022, 4:05 pm
Fncl: financial stocks remain undervalued with increasingly attractive cyclical positioning
FNCL invests in financial companies. FNCL likely remains undervalued, while cyclical positioning is imp...
November 6, 2022, 1:32 am
Smin: indian small-cap equities are still overvalued
SMIN invests in small-cap Indian stocks. The fund has technically out-performed U.S. equities recently; however, perhaps a lot of this has been due to...
November 3, 2022, 10:42 pm
Texas instruments: strong fundamentals make it a buy
The semiconductor industry should continue to see strong growth over the next decade, despite its cyclical...
November 3, 2022, 6:58 pm
Ceco environmental: impressive turnaround that will still flourish even in a recession
CECE is an American-OEM supplying solutions to the industrial Air/Water/Energy sectors. CECE's turnaround story is led by an impressive new management...
September 10, 2022, 1:17 am
Kinder morgan: ready for growth phase
Kinder Morgan's free cash flow will likely cyclically decline as the demand for more capacity ...
September 8, 2022, 5:06 pm
Vxf: a diversified etf with an expensive price and poor cyclical positioning
VXF invests in a wide array of companies (well over 3,000) besides the largest U.S. companies. VXF is basically a source of beta, and it has held up a...
September 5, 2022, 7:00 am
Vfh: financials stocks are not expensive but poorly positioned cyclically
VFH invests in financials stocks. VFH has performed about as well (or rather, about as poorly) as the major U.S. equity indices this year....
September 5, 2022, 1:33 am
Timkensteel: under-priced even through a cyclical lens
TimkenSteel Corporation is in a cyclical sector. Any analysis and valuation should be based on its perf...
September 1, 2022, 1:18 am
The true bargain in big tech semiconductors: micron
Micron is in a class by itself for low semiconductor-industry valuations, with a bright long-term operating future. If the ...
August 29, 2022, 12:47 pm
Ewy: south korean equities are likely undervalued but cyclically out of favor
EWY invests in South Korean equities. The ETF is likely undervalued based on forward earnings, however, it has been selling off, owing to a weaker Sou...
August 28, 2022, 4:27 am