Energy Company of the Future

It’s been a volatile year for investors in the major market averages and while some growth stocks have done quite well and climbed more than 50% off their lows, most have struggled to make much upside progress with gains being fleeting. This is frustrating to say the least for many investors, and especially those that…

Panic Selling Creates Buying Opportunity

It’s been a volatile week with fear of bank runs for the overall market, and it’s little surprise that the major market averages have found themselves sitting near their December lows given the wreckage witnessed in the Financial Sector (XLF) with the failure of Silicon Valley Bank and Signature Bank New York. While this has…

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…

DPZ Just Dropped Onto The Sale Rack

It’s been a tough 14-month stretch for the major market averages. While investors focused on great businesses trading at deep discounts to fair value have managed to outperform the indexes, it hasn’t been easy and many former leaders have been taken out and shot. With the S&P 500 (SPY) now up ~15% off its lows,…

Small-Cap With A Double Digit Yield

In a market where positive returns could be fleeting due to abnormal volatility, stocks offering high yields can be very attractive options given that they guarantee returns and often help to smooth portfolio volatility. Some of the best candidates that fit this bill are TC Energy (TRP) and Enbridge (ENB), and ideally one wants to…

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…