Author archives: Thomas Hughes

We can nit-pick the labor data all day long but one thing is clear in Cintas Q1 results.  Employment levels if not conditions have regained their pre-…

We weren’t expecting great results from Cal-Maine and we were partly right. The company posted a loss as expected but it was much less than forecast w…

We’ve been interested in The Kraft Heinz Company (NASDAQ: KHC) for several years now and it looks like another great time to buy some shares.

IHS Markit might be merged with S&P Global and it might not. That deal is under regulatory scrutiny right now which means investors need to remain war…

The analysts are expecting good things from the S&P 500 (NYSEARCA: SPY) during the Q3 earnings season, as are we, but that’s not what investors should…

Costco is by far the most richly valued of the major players in the membership club category. While the other stocks are all attractive investments, C…

Darden Restaurants’ fiscal Q1 earnings results reminded us that not all S&P 500 companies are the same. While the headwinds of inflation are blowing s…

It’s no surprise that KB Home reported systemic headwinds were impairing its results. A report from Lennar only a few days earlier says the same thing…

H.B. Fuller Company just added a new twist to the evolving narrative surrounding the Q3 earnings season. The company produced better than expected res…

Adobe’s results for the 3rd quarter ensure the 3rd quarter earnings cycle is going to be an interesting one, the company reported blow-out earnings an…