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Investment Thesis Cars.com (NYSE:CARS) had a strong run post-COVID as improving car inventory levels and vehicle sales lead to an improvement in dealer spends....
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Follow Play Earnings CallPlay Earnings Call Silicon Laboratories Inc. (SLAB) Barclays 23rd Annual Global Technology Conference December 11, 2025 12:50 PM EST Company Participants...
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Follow Play Earnings CallPlay Earnings Call Dynatrace, Inc. (DT) Barclays 23rd Annual Global Technology Conference December 10, 2025 12:50 PM EST Company Participants Rick...
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This article was written by Follow Other writing on Substack: https://yieldstrategies.substack.com/I am currently focused on income investing through either common shares, preferred shares, or...
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The US dollar was mixed last week. One would have thought, based on the geopolitical tensions, the stronger-than-expected US economic data resulted in upward...
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After almost 3 years of full lockdown, Macao’s casinos finally opened in full in 2023. Their economy is mostly founded on tourism and in...
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Emerging market central banks responded quicker to inflation and remain in better shape financially than developed markets, and EM bonds may add resilience to...
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Back in February, I place a “Buy” rating on CarGurus (NASDAQ:CARG), arguing that its results were being muddied by issues at CarOffer, but that...
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A Barbell Maturity Structure Can Capture High Front- and Back-End Yields Historical and current analyses do not guarantee future results. For illustrative purposes only....
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In September of 2017, I received slightly over $100K from my former employer, representing the commuted value of my pension plan. I decided to...
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Why Anta? Global sportswear leaders like Nike (NKE) and Adidas (OTCQX:ADDYY) have been able to generate high ROICs (>20%) in their peak years. I...
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In January, I rated Energizer Holdings (NYSE:ENR) a hold and remarked that it was okay to take profits. I followed my advice and was...
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Preformed Line Products Company (NASDAQ:PLPC) has notable and well-covered tailwinds from U.S. infrastructure spending. For a business like Preformed Line Products (“PLP”) that sells...
