Author archives: Thomas Hughes

NVIDIA (NASDAQ: NVDA) shares moved lower in the wake of the company’s very strong Q4 results because concern over margins emerged that we think is entirely overblown. The company expanded…

Shares of Ecolab (NYSE: ECL) look like they are on a bottom but we aren’t so sure this bottom is going to last. We had our reservations even before the…

Huntsman (NYSE: HUN) is a diversified organic chemicals company with customers in end markets ranging across all verticals and industries. The company has been working hard over the past year…

Advance Auto Parts (NYSE: AAP) began a campaign to improve its value to shareholders last year that is paying off in the form of dividend increases and share buybacks. The…

Kraft-Heinz (NASDAQ: KHC), Reynolds Consumer Products (NASDAQ: REYN), and Newell Brands (NASDAQ: NWL) have more in common than their status as consumer-staples companies. Not only are they deep-values relative to…

iRobot (NASDAQ: IRBT) performed exactly as we expected them to, the bad news is that we were expecting supply chain issues and microchip shortages to curtail the results and they…

Kellogg Company (NYSE: K) has been on our radar the last few years because of pandemic tailwinds but, more importantly, the yield-to-value that it offers to investors. The company is…

We absolutely by no means want anyone to think that The Coca-Cola Company (NYSE: KO) is not a good company, Pepsico (NASDAQ: PEP) competition or not. The Coca-Cola Company is…

Shares of XPO Logistics (NYSE: XPO) have been in a correction the last few months because of the headwinds facing the industry. While demand is very high for trucking, shortages…

Harley-Davidson (NYSE: HOG) began to implement its Hardwire strategy in the nick of time. The company’s efforts to improve operations and brand appeal are paying off in spades and have…