UFP Industries: Still Bullish As Lumber Prices Normalize
UFP Industries reported a blowout Q2 earnings driven by higher lumber prices which it was able to pass on…
Utility Series 7: NextEra Energy, Inc. And Utility Dashboard
This article analyzes a stable utility business and a dividend aristocrat NextEra Energy, Inc. Read more about my overall…
Targeting Transocean
Transocean Ltd. recently filed to sell $400 million of equity securities. Read more about my full investment analysis and…
FDRR: Dividend Strategy Mindful Of The Macro
Fidelity Dividend ETF for Rising Rates offers an interesting but also sophisticated dividend strategy mindful of macro, dividend…
Gold Investors Wavering
Gold is heading into a major seasonal rally with inflation raging and investors wildly underinvested in this essential portfolio…
William Penn: Plenty Of Catalysts And Trading At A Bargain Price
Despite a strong capital position and attractive credit metrics, WMPN trades at just 84% of tangible book value. Read…
Penumbra: Short Thesis Did Not Hold, Core Business Remains Strong
Penumbra is well positioned to capitalize on growth levers in its underlying neurovascular and peripheral vascular markets. We…
Mueller Water: Quality Small Cap Water Play With Optionality
Mueller Water is a quality company with high returns on capital. Investors are underestimating the duration of growth, margin…
AVEO Pharmaceuticals: Making Its Mark In Cancer Treatment
AVEO Pharmaceuticals has a comprehensive portfolio of intellectual property and multiple tiers of patents. Read more about the…
BarkBox’s Undervaluation Is A Prime Example Of The Fallacy Of Efficient Markets
BarkBox has become a victim of the collapse in sentiment for DeSPACs. Read to know about the factors behind…
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