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West Fraser Timber (NYSE:WFG) checks many of my boxes for investment. It is a diversified wood products company and its business model is simple...
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Follow Q4: 2026-01-22 Earnings Summary EPS of $0.89 beats by $0.02 | Revenue of $105.90M (8.73% Y/Y) beats by $2.38M S&T Bancorp, Inc. (STBA) Q4...
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This article was written by Follow Vladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During...
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Evolving supply and demand drivers helped to push copper prices to all-time highs in 2025, despite trade-related volatility and weak demand from traditional, cyclical...
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By Francesco Pesole, FX Strategist We estimate that further US bond weakness and 10-year Treasury yields hitting 5.0% would bring EUR/USD to the 1.02...
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Summary This post is to provide an update on my thoughts on the business and stock of Installed Building Products, Inc. (NYSE:IBP). IBP specializes...
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Thesis Kinross Gold Corporation (NYSE:KGC) is a major gold miner with assets in the United States, Canada, Brazil, Chile, and Mauritania. KGC produces 2...
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Arrow Financial (NASDAQ:AROW) has plunged 48% this year, and thus it has dramatically underperformed the S&P 500 (+14%) and the Financial Select Sector SPDR...
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Safehold (NYSE:SAFE) is a pure-play ground lease REIT with a market cap of around $1.2 billion. SAFE is very unique since there are no...
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The Biden administration is implementing a number of student loan forgiveness initiatives on several fronts. These programs are separate from the mass student debt...
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The Background I have been covering NIO Inc. (NYSE:NIO) since November 2022, when 1 share was worth $11.34, and since then the stock price...
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The first big issue for a Medicare beneficiary is whether to enroll in original Medicare or a Medicare Advantage plan. The decision can be...
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Skking is a niche business with an affluent customer base, but subject to the whims of Mother Nature. “True genius resides in the capacity...
