We are modestly optimistic on energy prices – domestic production will likely remain subdued while global demand has essentially returned to pre-pandemic levels even though some petroleum-driven demand for gasoline and jet fuel hasn’t fully recovered yet.
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While momentum-driven concept stocks make the headlines, stocks of companies that are firmly grounded in cash flows and tangible assets, like energy pipelines, remain out of favor. There may be an opportunity emerging in this group from their contrarian status and a favorable change...
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Want to find winning growth stocks to jumpstart your portfolio? These eight tips have helped me uncover some of the market's biggest winners.
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Underdogs dominated the first round of the NFL playoffs. In that spirit, here are three under-appreciated, contrarian food stocks to consider.
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Following the S&P 500’s incredibly strong 33% total return last year, adding to a remarkable decade-long bull market, it would have seemed a stretch to think that 2020 would bring more gains.
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Struggling companies sometimes need a push in the right direction, these two value-priced companies could use a push from activist investors.
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Oil refining stocks have been hit especially hard of late. But a few of them hold some interesting contrarian appeal. Here's why.
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You probably know the name Peter Lynch, famed portfolio manager. You may not know the name Will Danoff. His track record is arguably better.
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Looking to invest in a good stock that's either young or has long-term turnaround potential? Try LEAP options in these three stocks.
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Five of the largest mega-cap stocks have a combined weight that accounts for nearly a quarter of the S&P 500. And right now, they're saving the market.
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Bankruptcy stocks are suddenly on fire. Why the strength? Look to newbie investors who are looking for bargains in a rising stock market.
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Retailers are struggling and several companies have already filed for bankruptcy. But retail isn't dead; some of them could be attractive turnaround stocks.
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2020 OUTLOOK: POSITIVE BUT NOT A REPEAT OF 2019
In This Issue:2020 Outlook2019 Bankruptcy ReviewFavorite Stocks of 2020Recommendations:Buy: Meredith CorpRatings ChangesNews Notes & Performance
Wow. How else can we describe the stock market’s strong and resilient upward march this year to a 32% total return? hindsight,...
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In This Issue:High Dividend Turnaround StocksThey Don't All Go UpRecommendations: Buy: Biogen (BIIB)Sell: NII Holdings and Bank of AmericaNews Notes & Performance
High Dividend Yield Turnaround Stocks: Getting Paid While You Wait
By their nature, turnaround stocks involve a fair amount of risk. One way to reduce...
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What does Virginia basketball have to do with investing? Their one-year redemption story is an inspiration for finding turnaround stocks.
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In This Issue:
Turnaround Stocks Left Behind
Oil Services Companies
Recommendations:
Buy: Mohawk Industries
Sell: Civeo
News Notes
Performance
Turnaround Stocks Left Behind
[vc_row][vc_column][vc_column_text]It’s only the end of February, but already the S&P500’s crisp 20% peak-to-trough drop ending on December 24th seems like a distant memory. Since then, the broad market indicator rebounded...
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In This Issue:
Investment Manager Stocks
High-Yield Bonds Volatile Markets
Recommendations:
Buy: Barrick Gold
News Notes
Performance
Investment Manager Stocks-Eight Attractive Stocks
Investment management companies, which manage mutual funds and other investments on behalf of individuals, pensions and other clients, have fallen sharply out of favor. Historically, their shares would loosely the...
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In This Issue:
2019 Outlook
Bankruptcy Review
Favorite Stocks for 2019
Recommendations:
Buy: Civeo
News Notes
Performance
2019 OUTLOOK: VOLATILE BUT BETTER THAN 2018
In a reversal from last year, stock markets were broadly weak in 2018. With only a few days remaining in the year, the S&P500 index has returned –5.9%. the...
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Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett.
As value investors, we have ample reasons to believe that investing in stocks today is not as easy as it was a few years ago. is...
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Benjamin Graham is called The Father of Value Investing. His influence has inspired many successful investors, including Warren Buffett.
This month we have seen unusual volatility among our stocks. Gilead Sciences (+11%), Target (+9%), Lowe’s (+7%) and Gentex (+5%) were on the upside while Industries...
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