Growth Story In The Staples Category

It’s been a choppy year for the major market averages and we’ve seen quite bifurcated returns across sectors. Several tech stocks are putting up solid returns, energy is struggling to gain any traction, financial stocks are being hit hard due to fears of bank runs, and defensive stocks are continuing their outperformance that began last…

Gold Developer A Steal At Current Levels

While the major market averages have resumed their upward trajectory following a brief departure amid fears of bank runs last month, the real winner this year has been the Gold Juniors Index (GDXJ), which is sporting a 13% year-to-date gain. However, not all companies have performed the same and some have suffered violent declines, with…

Luxury Retailer Too Cheap To Ignore

Market corrections can be exciting for long-term investors given that they provide an opportunity to buy shares in great businesses at an attractive price. The caveat however, is that market corrections stemming from economic weakness can make this more challenging, especially in the Retail Sector. The reason is that recessionary environments can lead to a…

High-Growth Auto-Parts Name Breaking Out

It’s been a volatile past year for the major market averages, with several bull traps laid by the market, placing a severe dent in the portfolios of investors that stumbled into these snares unexpectedly. One of the areas where we’ve seen the most traps and damage occur is in the growth space, which is understandable…

This Standout Name Needs No Introduction

One of the best strategies for long-term outperformance is to ensure one owns shares in the best businesses globally, given that winners tend to continue winning. The tricky part about this strategy is buying these businesses at the right price, given that the top 25 businesses globally rarely head onto the sale rack from a…

A Turnaround Story In The Restaurant Space

One of the hardest-hit industries has been the restaurant space, which isn’t surprising given that restaurant brands have had to deal with rising food costs and rising wages to properly stock and staff their restaurants. However, with inflation seemingly peaking this fall, we’ve seen a dramatic recovery in many restaurant names. Restaurant Brands International (QSR)…