We have been consistent buyers of AutoZone (NYSE: AZO) throughout the pandemic. The company’s exposure to both the OEM and aftermarket car industry Including the do-it-yourselfers and Commercial Auto Service makes it more than well exposed to the curre…
Author archives: Thomas Hughes
Zscaler, Inc. Is Scaling The Wall Of Worry
Zscaler, Inc. (NASDAQ: ZS) emerged as a mega win in 2020. Its position as a cloud-based Internet Security provider made it a go-to company for businesses around the world.
V.F. Corporation Struggles For Traction
We’ve like V.F. Corporation (NYSE: VFC) for a long time and not just as a reopening play. The company is a well-established, blue-chip name in consumer apparel with a nice dividend, a healthy portfolio of brands, and a growing direct-to-consumer busine…
Petco Health And Wellness Company Pulls Back After Strong Quarter
Petco Health (NASDAQ: WOOF) is not a new business but it is a new stock having IPO’d just 4 months ago. That said, it is one of the best-positioned petcare company’s on the market and offers incredibly diversified exposure to the industry.
Foodservice Recovery Drives Hormel To New Highs
Hormel (NYSE: HRL) is the first of the major consumer staples company’s to report results reflecting the expected rebound in the hospitality sector.
Buy Shoe Carnival On Post-Earnings Weakness
Shoe Carnival (NASDAQ: SCVL) reported its Q1 report, sent shares into freefall and we can’t understand why. The company had a game-changing quarter that points to a sustained uptick in business, increased cash flow, growth, dividends
Blowout Results May Not Sustain Target’s Rally
Target (NYSE: TGT) has had a fantastic 2020/2021 months and for good reason. The company’s strategy had it aligned to meet consumer needs so when the pandemic struck Target was ready for business.
Don’t Rush To Buy Walmart, Extra Low Prices Are On The Way
Walmart (NYSE: WMT) had a great quarter. The problem we have with the stock right now is akin to what we’re seeing in Home Depot and other big-name retailers.
Fisker Inc. Goes On Alert For Short-Squeeze Potential
Shares of Fisker are on the verge of a massive short-squeeze that could drive prices up by triple-digits.
Desktop Metal Is The Future Of Manufacturing, And A Deep Value
We like Desktop Metal (NYSE: DM). The company is a leader in 3D printing with a focus on what they call Manufacturing 2.0. Manufacturing 2.0’s end goal is creating end-use parts with 3D printing technology from a wide variety of materials and at a low …