I was taken aback today when I saw that 3-month LIBOR is now sitting at 2.6%. As a reminder, LIBOR is the rate that other banks will lend funds to […]
Take a look at almost any building products name this year, and you’ll find an absolute massacre. It’s important in these times of almost indiscriminate selling to find names that […]
The current market action and headlines is starting to sound eerily similar to that of late 2015. As a reminder, the world was concerned about global growth and China surprised […]
Hostess reported Q3’18 adj. EBITDA of $40MM compared to street estimates of $45MM. The main driver of the miss was higher inflation (impacted GMs by 330bps) as well as the […]
With all the market volatility recently and the S&P near correction territory, investors are trying to find answers. One item that has been targeted is the increase in interest rates […]
If you’ve only been reading the headlines, you would know that the S&P has entered into a correction (defined as contracting ~10% from the high). This is still much better […]
I enjoy finding stocks that fly under the radar. What does that mean? It typically means smaller companies that do not have good sell-side research coverage from large banks (e.g. […]
