Author archives: Thomas Hughes

In the head-to-head comparison, we prefer Pepsico (NASDAQ: PEP) to The Coca-Cola Company (NYSE: KO) but that does not mean The Coca-Cola Company is no…

Crown Holdings (NYSE: CCK) is a fundamental play on the beverage industry. It doesn’t matter if we’re talking about sodas, sports drinks, coffee drink…

ManpowerGroup (NYSE: MAN) has more than lived up to our expectations. The company’s internal health coupled with reopening trends have it set up to ex…

Cal-Maine (NASDAQ: CALM) has been on our radar for many years. The company is very well-run, is executing a nationwide growth strategy, is shifting it…

Shares of UnitedHealth (NYSE: UNH) are down in the wake of the Q2 earnings release but this is an opportunity for investors to get some more of these…

Trading at 37 times its earnings and yielding less than 1%, Cintas (NASDAQ: CTAS) is certainly overvalued when compared to the broad S&P 500. 

Infosys (NYSE: INFY) is a shining example of trends within the tech industry today. The pandemic proved to the world how important digital and e-comme…

Wells Fargo (NYSE: WFC) is faced with a headwind that has emerged for the entire banking sector.  The massive amounts of stimulus pumped into the econ…

We don’t want to imply that Fastenal (NASDAQ: FAST) is in bad shape because it’s not. The problem that we are faced with is the same one that we were…

Shares of Conagra pull back on weak guidance despite material improvement to fundamental conditions and a big dividend increase.