News


Winnebago Industries, Inc. Comfortably Beat Consensus
Winnebago Industries, Inc. Comfortably Beat Consensus

We were expecting great things from Winnebago in its calendar Q3 report and great things are what we got. The company beat on the top and bottom-line driven by strong demand across all of its and markets and shares are moving higher because of it.


Wall Street is Raising Target Prices for These 3 Stocks
Wall Street is Raising Target Prices for These 3 Stocks

Like recalibrating a scale, sell-side analysts are constantly adjusting the price targets within their stock coverage universe.


ManpowerGroup Inc Plunges On Mixed Results
ManpowerGroup Inc Plunges On Mixed Results

ManpowerGroup Inc’s Q3 earnings report gives evidence of just how finicky the market is. The company reported a great quarter but gave mixed results in regards to the analyst consensus and shares are down more than 7% because of it.


Early-cycle Alcoa Is Poised For Big Gains
Early-cycle Alcoa Is Poised For Big Gains

Results from Alcoa prove that early business cycle companies such as itself are perfectly positioned for today's global supply chain issues. The issues stem from record demand that has backlogs for many businesses at record highs and inventories at record lows.


High-yield Walgreens boots Alliance Gains Traction
High-yield Walgreens boots Alliance Gains Traction

Walgreens Boots Alliance has been an attractive deep value and high-yielding stock for us because of its turnaround story. Divestitures, a new CEO, and a multi-year cost-saving plan are the pillars of that story and the combination is paying off.


Will JPMorgan Chase & Company Make Another Large Dividend Increase?
Will JPMorgan Chase & Company Make Another Large Dividend Increase?

JPMorgan Chase & Company has been increasing its dividend at a robust 15% CAGR for the last few years and it looks like another big dividend increase is on the way.


AZZ Inc. Is On Track To Set A New All-Time High
AZZ Inc. Is On Track To Set A New All-Time High

AZZ Inc. Is fundamental to the global economy but that it's not what's so impressive about its Q3 results. The company managed to widen its margins well above expectations despite systemic headwinds and challenges that seem to be mounting for most other businesses.


Three (3) Recent Tech IPOs With 20% Or More Still On The Table
Three (3) Recent Tech IPOs With 20% Or More Still On The Table

IPOs offer one of the best opportunities for investors to cash in on a new and budding business. IPOs also offer some of the biggest risks to investors because you just can't know what a company is worth until it gets floated on the market.


Acuity Brands, Inc. Is Lighting The Way Higher
Acuity Brands, Inc. Is Lighting The Way Higher

Acuity Brand’s Q4 report proves that systemic headwinds are not the same for all businesses. While the company is experiencing the same challenges as other businesses, internal efforts to offset them and an ongoing restructuring program have the company outpacing inflation.


Deep-Value Conagra Brands Is A Buy
Deep-Value Conagra Brands Is A Buy

Conagra Brands has long been a favorite of ours. Not only does the company present of value relative to its peers and the broad market but it also delivers a high yield.


Is It Time To Buy Comtech Telecommunications Company?
Is It Time To Buy Comtech Telecommunications Company?

With business rolling in for Comtech Telecommunications Company the way that it is, we really had been expecting better results. That said, the Q4 results and guidance are not worth the 10% decline in share prices staged in the wake of the report


Three Reasons The Correction Is Over, For Now
Three Reasons The Correction Is Over, For Now

As much as we see the makings of a really deep 20% to 30% correction in the stock market it looks like it isn’t going to happen now. There are signs within the market that lead us to believe the S&P 500 will be retesting its recently set all-time highs very soon.


Don’t Buy Sherwin-Williams, Yet
Don't Buy Sherwin-Williams, Yet

Sherwin-Williams shocked the market when it lowered guidance for the third quarter. The problem was not so much that guidance was lowered, that was kind of expected in today's environment, the shock is how much the guidance was lowered because it was significant.


Is There An Opportunity In Bed Bath & Beyond (NASDAQ: BBBY)?
Is There An Opportunity In Bed Bath & Beyond (NASDAQ: BBBY)?

You’d be forgiven for taking a look at Bed Bath & Beyond’s (NASDAQ: BBBY) chart and thinking that “what goes up, must come down”.


The Rebound Is On For Herman Miller, Or Is It?
The Rebound Is On For Herman Miller, Or Is It?

Global Furniture manufacturer Herman Miller reported a strong fiscal first-quarter but there is a big but that investors need to be aware of, the company's top and bottom lines are being heavily impacted by global supply chain issues.


Headwinds Cut deeply Into Enerpac Tool Group Results
Headwinds Cut deeply Into Enerpac Tool Group Results

Enerpac Tool Group emerged as a dual narrative story for us early this summer but that story is unraveling. Not only is the Biden infrastructure plan doomed to failure but systemic headwinds are cutting deeply into the recovery.


Thor Industries Hammered Out A Bottom
Thor Industries Hammered Out A Bottom

After months of uncertainty, Thor Industries has proven beyond doubt that it is capable of producing RVs. The company's fiscal fourth-quarter results were so strong the shares were up 2.5% in premarket action and on track to confirm a full reversal.


3 Restaurant Stocks The Analysts Are Buying
3 Restaurant Stocks The Analysts Are Buying

One of the sectors that analysts are warming to in the face of the growing headwinds is the restaurant stocks. While they face many of the same pressures as other business types they're far less exposed to the global supply chain which is what is really having an impact on the outlook.


Nike Stumbles, Shares Dive, Lower Lows In View
Nike Stumbles, Shares Dive, Lower Lows In View

Nike is a great company and one with a robust outlook but it is suffering the same supply chain issues as many of its globally focused brethren; supply chain challenges cut into both the top and bottom lines.


Systemic Challenges Cut Deeply Into Steelcase Results
Systemic Challenges Cut Deeply Into Steelcase Results

Steelcase is only the latest in a string of earnings reports that indicate systemic challenges within the global supply chain are severely impacting results.


The Fix Is In For Stitch Fix, Incorporated
The Fix Is In For Stitch Fix, Incorporated

While red flags are being raised elsewhere in the market, Stitch Fix, Inc proves that trends in retail and eCommerce are still strong and that eCommerce and retail are a winning combination.


Speed Bumps In The Outlook For AutoZone
Speed Bumps In The Outlook For AutoZone

AutoZone (NYSE: AZO) surprised the market with a stronger-than-expected report and provided a favorable outlook but the analysts aren't so sanguine.


Three (3) Consumer Stocks To Buy On The Dips
Three (3) Consumer Stocks To Buy On The Dips

Shares of these consumer stocks are well-positioned for investors who want to cash in on consumer trends in the 4th quarter of 2021.


Metals Stocks Get Major Upgrade
Metals Stocks Get Major Upgrade

Metals stocks are getting upgraded ahead of the Q3 earnings season and driving their share prices higher.


The Tide Is Rising For Cannabis Company High Tide
The Tide Is Rising For Cannabis Company High Tide

High Tide Inc. (NASDAQ: HITI) is a breath of fresh air in the cannabis industry. In business for roughly a decade, the company is a small but aggressively growing vertically integrated Canadian-based cannabis company with a dual focus.


RF Industries Is Connecting To 5G Profit
RF Industries Is Connecting To 5G Profit

RF Industries (NASDAQ: RFIL) entered our sphere of coverage earlier this year after it reported better-than-expected earnings. The company makes a wide array of RF connectors and coaxial cable products that are in high demand from the growing 5G industry,


Two Hot Buys For Dividend Growth Investors
Two Hot Buys For Dividend Growth Investors

Both The Kroger Company (NYSE: KR) and Albemarle Corporation (NYSE: ALB) both released news recently that have the stock set up to make new highs later this year.


Traeger, Inc Gets Cooked By Inflation
Traeger, Inc Gets Cooked By Inflation

Shares of Traeger are trading at the lowest levels since the IPO on strong fundamentals despite the mounting risk of supply chain disruptions.


Busting Out With Dave & Buster’s 
Busting Out With Dave & Buster's 

Dave & Buster's (NASDAQ: PLAY) has been on our radar over the past few months as a reopening play with the potential to outpace pre-pandemic revenue before the end of the year.


Calavo Growers, Inc Suffers From The Rot Of Inflation
Calavo Growers, Inc Suffers From The Rot Of Inflation

We have held high hopes for Calavo Growers (NASDAQ: CVGW) over the past year. The company is the leader in fresh avocados in North America and well-positioned 4 stay-at-home trends as well as the restaurant reopening.