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…

QSR: Where Growth Meets Value

There are two optimal actions in a cyclical bear market… Hide from the volatility with an elevated cash position until there’s clear evidence of a market bottom, or find stocks that are cheap enough and are paying one to wait to justify putting hard-earned capital at risk. The problem? There is a dearth of these…