Author archives: Thomas Hughes

Shares of iRobot are down more than 10% in premarket action after a blowout report and favorable guidance. This could be the buying opportunity you’ve been waiting for.

We began to develop a theory during the Q4 earnings cycle that is beginning to play out. In our view, the sporting goods stocks that have been rising the wave of social distancing are set up for the second wave of game-changing growth this year.

The Hershey Company (NYSE: HSY) Q1 results are a great example of what we like so much about the consumer staples sector. Like so many in the sector, The Hershey Company has itself positioned for growth while giving value

We’ve been fans of the labor market, labor market stocks, and Automatic Data Processing (NASDAQ: ADP) for years. The group is supported by secular trends that promise years of sustained business if not robust growth.

Shares of eBay (NASDAQ: eBay) are plunging in the premarket session because the company gave light guidance. The guidance is calling for 8-10% sequential growth on top of a tough 6.6% comp in the previous quarter and is no weak outlook.

We like Juniper Networks (NYSE: JNPR) for a lot of reasons and think the stock is ready to move higher. Not only is it well-positioned as a networking leader it is gaining relevance in the cloud as well, and it is one of the best dividend-paying stocks…

We’ve been bullish on the furniture industry and Haverty Furniture Company (NYSE: HVT) for a long time, since well before the pandemic. The trade war with China (remember that?) had the industry on the ropes because it is (or was) so heavily dependant …

Ecolab (NYSE: ECL) has been one of our top reopening plays since the first of the year and it still is. The company is well-positioned not only as an institutional services company servicing the restaurant, hospitality, and travel industries but also a…

While Packaging Corporation Of America (NYSE: PKG) didn’t come right out and say it, the trends in eCommerce are helping to drive this business to new highs.

We’ve liked Simpson Manufacturing Co., (NYSE: SSD) for some time. The company is well-positioned in the U.S. and European housing markets and supported by demand from both the new construction/renovation and consumer DIY/home-improvement channels.