Filters
These Companies Are Still Holding On Despite Reopening Delays

The last few weeks have felt eerily familiar…  For many companies, the end of summer was supposed to mark the return to the office. A common goalpost for employees was reopening after Labor Day.  But much like the promise of the initial lockdown in March 2020 only lasting for two weeks, current office reopening plans […]

Securities Analyzed
  • AAPL
  • ABNB
  • AMZN
  • BXP
  • CRM
  • DBX
  • UBER
This Poultry Giant Is About To Go Private With a Fortune

This chicken producer is getting out while the market is red hot... With a weekly production of around 90 million pounds of broilers – chickens raised specifically for their meat – Sanderson Farms (SAFM) is the third-largest poultry producer in the U.S. But this Mississippi-based poultry producer falls behind the likes of industry giants for […]

Securities Analyzed
  • PPC
  • SAFM
  • TSN
We Just Lived Through the Shortest Recession in History

The pandemic-induced recession was the shortest ever... The private nonprofit organization National Bureau of Economic Research ("NBER") officially defines a recession as a "significant decline in economic activity spreading across the economy, lasting more than a few months."  When the NBER's Business Cycle Dating Committee drafted this definition in 2009, it could never have foreseen […]

Securities Analyzed
  • FICO
Keep This Adage in Mind When You're Investing

Many Americans can quote these solemn words by heart... But they don't actually come from the Bible... You may be familiar with this prayer. It is no wonder that it resonates with so many, with a message both empowering and serene. God, grant me the serenity to accept the things I cannot change, courage to […]

The 'Return to the Office' Should Be a Tailwind for This Midwestern Company

Using monastic lessons to guide the transition from WFH to the office... Although many companies continue to push back their return dates due to the recent surge of the delta variant of the coronavirus, it seems inevitable that at some point in the future, corporate America will return to in-person work – at least for […]

Securities Analyzed
  • HNI
Why This Pharma Company Is Hanging On by a Thread

A separate medical controversy was brewing amid the coronavirus pandemic... COVID-19, the disease caused by the coronavirus, became one of the leading causes of death in the U.S. last year, third behind heart disease and cancer. Luckily, treatments and vaccines were developed in a short year-long sprint by the medical community. From a medical standpoint, […]

Securities Analyzed
  • BIIB
  • CIPLA
  • PFE
What to Know About China's Recent Tech Crackdown

It's clear no company is safe from China's corporate crackdown… Over the past few months, it has felt like you can't go a week without a new Chinese tech company getting into trouble with the country's regulators and the rejuvenated Chinese Communist Party's leadership.  First, it was Alibaba (BABA), with the canceled initial public offering […]

Securities Analyzed
  • BABA
  • BIDU
  • DIDI
  • FB
  • MOMO
  • NTES
  • TCEHY
  • TWTR
  • WB
How to Tell if We Are in a 'Housing Bubble'

Prices are on the move... The steep surge in commodity prices keeps hitting the headlines today. The price of lumber, semiconductor chips, gasoline, grocery store staples, and even the lattes sold at your local coffee shop cost more now.  The used car market, known for its rapid depreciation, not appreciation, is up more than 40%. […]

Securities Analyzed
  • ZG
The U.S. Is Facing a Scarcity of Its Most Precious Resource

There's a scarcity issue for the modern economy's most important resource... I recently arrived back in Istanbul after spending much of the first half of 2021 in the U.S., mostly in Florida. As I look back, one of the most jarring parts of my trip was the appearance of many "now hiring" signs. You have […]

Securities Analyzed
  • AON
This Services Company Is Winning the Complicated 'Green Revolution'

The case for green energy, beyond reaching net zero... Across the globe, countries are calling for net-zero emissions by making sure they aren't creating more greenhouse gasses than they can remove. It's an ambitious goal, given that the global economy still mostly depends on fossil fuels. But the vast scientific consensus points to disastrous consequences […]

Securities Analyzed
  • PWR