Author archives: Thomas Hughes

One of the biggest stories coming out of the pandemic was the massive shift to technology that was sparked by stay-at-home and work-from-home needs, a shift aided by Infosys. Now,…

SGH’s fiscal fourth-quarter earnings report is already proving an investment thesis we’ve only just begun to form. Our response to Apple’s newly lowered iPhone target was “too bad for Apple…

Fastenal’s Q3 earnings were a bit of a mixed bag but reveal something the market desperately needs to see this earnings cycle and that is pricing power.

One of the fun things about being a market watcher is digging up new investment ideas. Not only are these stocks recently floated on the market but they’re trading at…

Verizon and other telecoms began to sell off last week when the market came to the realization earnings in the sector are not expected to be strong this quarter. The…

Thor Industries bucked the general third-quarter earnings cycle trend by delivering a very strong earnings report. The company not only reported revenue growth but revenue growth above expectations, strong margins…

Today we’re focusing on two stocks in the real of healthcare that just received some notable analyst activity. The activity is notable because it is bearish in light of recent…

Shares of Helen of Troy are up more than 5% after the company revealed it dodged a bullet. The EPA took offense at some packaging late last year and that…

Levi’s survived the pandemic because of the strength of its brand, its direct-to-consumer business, and specifically e-commerce. The Q3 results prove the power of its brand is still working and…

Richardson Electronics has been riding a wave of good news that just keeps getting better. The company’s revenue and earnings have been reinvigorated by strengthening trends within the global economy…