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Investment Thesis I covered Zscaler, Inc. (NASDAQ:ZS) earlier in July, in which I covered ZS’s competitive position in the market. In this article, I...
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Market Review North America U.S. Real Estate Investment Trusts (REITs) remain attractively priced, trading at about a 6% discount to net asset value (NAV),...
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Follow Play Earnings CallPlay Earnings Call Birkenstock Holding plc (BIRK) Q4 2025 Earnings Call December 18, 2025 8:00 AM EST Company Participants Megan Kulick...
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Follow Play Earnings CallPlay Earnings Call Jabil Inc. (JBL) Q1 2026 Earnings Call December 17, 2025 8:30 AM EST Company Participants Adam Berry –...
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Investment Thesis Monro (NASDAQ:MNRO) has declined by about a third in the last three months as a result of weak operating metrics as consumers...
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Why am I excited for this week? It’s a new quarter and September is behind us. This year the seasonal pattern has been spot...
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Introduction It’s been more than two years since I last discussed Tamarack Valley Energy (TSX:TVE:CA) (OTCPK:TNEYF). Although I liked the company when it exited...
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As highlighted a few months back, AT&T (NYSE:T) was beaten down to the point where the stock was more appealing. AT&T has now rallied...
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Buster Went Long Despite Our Warning And Is Revaluating Being An Income Investor On our last coverage of PIMCO Dynamic Income Fund (NYSE:PDI), we...
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Friends, Romans, countrymen, lend me your ears; I come to bury Caesar, not to praise him. -William Shakespeare, from Julius Caesar. High Yield In...
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The S&P 500 (SPY) was set up for a possible crash this week, but as explained in my last article, an initial collapse was...
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Introduction The diverse nature of Compass Diversified (NYSE:CODI) has played out very well in their favor so far. The company has managed to return...
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The bullish thesis about buying into UnitedHealth Group Incorporated (UNH) is simple. It’s a leading, wide-moat, well-integrated healthcare player that has proven its ability...
