Subscribe To
Vera bradley: packing the bags here
Vera Bradley is a very cyclical business which is unable to post continued growth. The ...
May 11, 2022, 12:08 pm
Wood: timber and forestry companies are probably cheap
WOOD invests in timber and forestry companies. The portfolio is concentrated, and cyclically the fund i...
May 9, 2022, 3:31 am
Google: phase of cyclical undervaluation
The market plays the role of a pendulum. That is why it is useful to look at the current price of a company in a long-term context. The current ROE o...
May 6, 2022, 12:06 pm
Best stocks to invest in? 5 cyclical stocks for your list
cyclical stocks to pay attention to this earnings season....
April 27, 2022, 4:34 pm
Will hibbett, inc. be a home run for your portfolio?
HIBB has been a highly cyclical yet successful growth story over the long run. HIBB won't overtake DKS ...
April 22, 2022, 11:44 pm
General dynamics: a safe long-play for inflation and geopolitics
The rising geopolitical tensions around the globe translate to a momentum in defense stocks. Aerospace & Defense stocks are ...
April 22, 2022, 4:54 am
Knight-swift sees new eps floor; trailer pools help mitigate cyclicality
On its first earnings call in four years, management from Knight-Swift Transportation laid out a bullish long-term thesis for its business. It believe...
April 20, 2022, 9:59 pm
Sturm, ruger: 11% annualized option upside
I wrote about Sturm, Ruger back in October of last year, and considered the company a massive counter-cyclical...
April 19, 2022, 9:10 pm
Apple: headwinds are not reflected in the current stock price
Apple operates primarily in the upper mid and premium segments of the technology hardware market, which are quite ...
April 14, 2022, 1:34 pm
Best stocks to buy right now? 3 cyclical stocks for your list
Could cyclical stocks be worth jumping on amidst the current market conditions?...
April 13, 2022, 1:19 pm
Lci industries: growth could stall
LCII's Q4 revenue rose over 50% YOY, yet fell 4% sequentially. If LCII tamps down acquisitions, it may have to rely on organic growth. The Fed is remo...
April 12, 2022, 6:42 pm
3 mid-cap stocks to buy after the decline
Mid-cap stocks usually benefit from cyclical upturns in the economy The post 3 Mid-Cap Stocks to Buy Af...
April 8, 2022, 6:27 pm
Best cyclical stocks to buy right now? 4 for your april watchlist
Should you buy these cyclical stocks at their current valuations?...
April 5, 2022, 2:20 pm
Enpro has continued to pivot toward less cyclical, more profitable business
EnPro Has Continued To Pivot Toward Less cyclical, More Profitable Business...
April 5, 2022, 5:15 am
Bet on consumer staples etfs as recession fears intensify
Investors can consider putting their money on non-cyclical consumer staples ETFs amid fears of an econo...
April 4, 2022, 7:34 pm
4 non-cyclical stocks with high returns
Investors may want to consider the following non-cyclical stocks as their earnings yields (as calculate...
April 2, 2022, 3:52 pm
Terex is cyclical, and that's great
Terex is one of America's largest producers of construction and material handling equipment....
April 1, 2022, 6:26 pm
Here's why amd shares are getting crushed
Advanced Micro Devices, Inc. (NASDAQ: AMD) shares are trading lower by 7.7% at $110.03 after Barclays downgraded the stock from Overweight to Equal-We...
March 31, 2022, 1:17 pm
Installed building products: removing cyclicality
Installed Building Products: Removing cyclicality...
March 31, 2022, 7:05 am
Defensive stocks for uncertain times: go with lloyds bank, diageo, reckitt benckiser suggests credit suisse
How to cope with the uncertainties arising from inflation, the Ukraine war, possible stagflation or even recession will have taxed many investors' min...
March 30, 2022, 10:59 am