Author archives: Thomas Hughes

If you’re looking for a safe place to park some money with an expectation for capital gains, above-average dividend yields, and dividend growth you could do a lot worse than…

While still impacted by the global supply chain issues, early cycle companies like Dover Corporation are proving to be better positioned for the supply chain crunch. The supply chain crunch…

Steel Dynamics received a downgrade from Morgan Stanley just hours before the company released its fiscal Q3 earnings report. In hindsight, it seems as though Morgan Stanley may have acted…

Clarus Corporation appears to be perfectly positioned for today’s times. The company operates in two segments with strong secular tailwinds blowing in both that we do not see subsiding. On…

Beyond Meat, Ollie’s Bargain Warehouse, and Haverty Furniture Companies, Inc. have very little in common other than a high and growing short interest. These companies are all fundamentally strong and…

Del Taco is turning into a tasty treat for dividend growth investors.  The company’s business was hurt by the pandemic but only briefly and it has come back stronger than…

UnitedHealthcare has been one of our top choices among healthcare stocks for some time. The company is well-run, growing, and pays a healthy dividend so what is there not to…

Commercials Metals’ fiscal Q4 earnings report sparked a 3.0% decline in the stock that we think irrational. The move was sparked not so much because the company posted weak results…

If we are reading the report from Oil-Dri Corporation correctly, the price of kitty litter and many other sorbent mineral products are about to get a lot more expensive. The…

Pandemic winners like Freshpet and Graphic Packaging Holding Company have produced robust returns for shareholders since the peak of the scare. While the pandemic is still with us, it is…