Under a framework of knowns and unknowns, the world is a confusing place right now with the Russian invasion taking center stage. Our attention remains focused on what we can analyze, especially earnings growth, as we try to identify companies that can deliver at a reasonable price. Knowns and unknowns… The current investment environment is faced with more uncertainties than…
We’re going to take the lengthy edge of verbiage off of this week’s research report by focusing more narrowly...
Through no fault of my own I’ve recently found myself at the heart of the mainstream, short- volatility (VOL),...
Costco (COST) reported 4th quarter results that showed a surprising beat on the bottom line. Initially, the stock reacted with a nearly...
There is a great deal to discuss in this week’s research report, but we would be remised if we...
You see? It’s not all rainbows and unicorns in the markets as they say and last week wasn’t even...
Like many retail names, J.C. Penney (JCP) has reported a disappointing holiday sales period. With the retailer’s CEO previously...
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