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After Years of Denial, Kohl's Is Ready for a Sale

It seems like Kohl's is finally ready to take drastic action...

Securities Analyzed
  • KSS
Politics Won't Sink This Semiconductor Giant

The U.S. wants to diversify the semiconductor supply chain. But investors are wondering what that means for current chip leaders...

Securities Analyzed
  • TSM
An Update on Jamie Dimon's Weather Report

 Jamie Dimon is changing his tune... Back in April, the JPMorgan Chase (JPM) CEO gave Wall Street a warning. On the bank's first-quarter earnings call, he signaled that there could be a recession. Dimon pointed out possible economic "storm clouds" on the horizon. JPMorgan increased its loan loss reserves by $900 million, a clear sign […]

Sleep Your Way to a Better Portfolio

A good night's sleep is more important for investing than you think...

The Texas Power Failure Was Just the Beginning

This utility company is poised to take advantage of investment in energy infrastructure...

Securities Analyzed
  • CNP
This 'At-Home Revolution' Winner Is Turning Sour

Trouble is brewing for the pandemic darlings... The "at-home revolution" dominated markets in 2020. And that led to all kinds of mini-investment themes playing out. From protecting their homes with beefed-up security... to relying on new work-from-home technology... to tricked-out home entertainment systems... folks were investing in their homes like never before. This was good […]

Securities Analyzed
  • WHR
Carl Icahn Drops His Pig-Saving Mission

Carl Icahn may have given up his animal-rights fight too easily...

Securities Analyzed
  • KR
  • MCD
None of Us Is Homo Economicus

Like it or not, the markets can make us irrational...

This Real Estate Company Just Struck Post-Pandemic Gold

The "king of the warehouse world" is claiming a new prize..

Securities Analyzed
  • DRE
  • PLD
The World Is Missing a Key Piece of Data About Oil

Here's why we disagree with most institutional investors about oil and gas...