Author archives: Thomas Hughes

Price weakness, particularly post-earnings release price weakness in what is otherwise a good, healthy company is often a good time to buy stock. The problem is that all too often…

The takeaway from Q1 earnings for the retailers (NYSEARCA: XRT) is slowing growth and margin compression. Those factors have the sector down across verticals but not all retailers are feeling…

Lowe’s (NYSE: LOW) moved lower on the heels of its Q1 earnings report and we don’t think the move is over. While price action is rebounding the day after the…

We recently saw a headline that made us ask “what?!?” because it said an uptrend in the S&P 500 (NYSEARCA: SPY) had been confirmed. Our take on the market is…

The TJX Companies (NYSE: TJX) proves that it is not all doom and gloom in the retail sector. While the front-line retailers like Target and Walmart are struggling with growth…

There were great hopes for Weber, Inc (NYSE: WEBR) and the grilling industry in general but those hopes have gone up in smoke. While business is still good, growth is…

When it comes to investing, following the money is always a good bet. As good as a company is, as undervalued as it may be, as big and safe as…

As bad as the outlook for inflation and the economy is, the times are good for the travel industry. The travel industry has been shackled for the last 2+ years…

Shares of Dutch Bros (NYSE: BROS) are down 40% following the Q1 report and at levels we think too good to pass up. The caveat is that, while the growth…

If there is one key takeaway from the April CPI and PPI data it is that inflation has not peaked and prices are still rising. Our take on this is…