Thomas Hughes - Page 12


A Game-Changing Quarter For Hibbett Sports 

Hibbett Sports (NASDAQ: HIBB) is a post-pandemic play on retail with a lot going for it. Not only is the company supported by COVID-inspired social distancing and outdoor activities, but it is also supported by the reopening as well.

Williams-Sonoma Keeps On Winning

Williams-Sonoma (NYSE: WSM) may be one of the less visible winners of the pandemic but it is well-deserving of its top placement. The company's efforts to establish its brands and build out its e-commerce empire before the pandemic help to position it for the post-pandemic world

AutoZone Pulls Back Into Buying Opportunity

We have been consistent buyers of AutoZone (NYSE: AZO) throughout the pandemic. The company's exposure to both the OEM and aftermarket car industry Including the do-it-yourselfers and Commercial Auto Service makes it more than well exposed to the current economy.

Zscaler, Inc. Is Scaling The Wall Of Worry

Zscaler, Inc. (NASDAQ: ZS) emerged as a mega win in 2020. Its position as a cloud-based Internet Security provider made it a go-to company for businesses around the world.

V.F. Corporation Struggles For Traction

We’ve like V.F. Corporation (NYSE: VFC) for a long time and not just as a reopening play. The company is a well-established, blue-chip name in consumer apparel with a nice dividend, a healthy portfolio of brands, and a growing direct-to-consumer business.

Palo Alto Networks Accelerates To New Highs 

Palo Alto Networks (NYSE: PANW) is a poster-child for what has become our favorite theme in post-pandemic stocks. Companies like Palo Alto Networks had already been shifting, restructuring, refocusing, and reinvigorating their businesses

Petco Health And Wellness Company Pulls Back After Strong Quarter

Petco Health (NASDAQ: WOOF) is not a new business but it is a new stock having IPO’d just 4 months ago. That said, it is one of the best-positioned petcare company’s on the market and offers incredibly diversified exposure to the industry.

Foodservice Recovery Drives Hormel To New Highs

Hormel (NYSE: HRL) is the first of the major consumer staples company’s to report results reflecting the expected rebound in the hospitality sector.

Buy Shoe Carnival On Post-Earnings Weakness 

Shoe Carnival (NASDAQ: SCVL) reported its Q1 report, sent shares into freefall and we can’t understand why. The company had a game-changing quarter that points to a sustained uptick in business, increased cash flow, growth, dividends

Blowout Results May Not Sustain Target’s Rally 

Target (NYSE: TGT) has had a fantastic 2020/2021 months and for good reason. The company’s strategy had it aligned to meet consumer needs so when the pandemic struck Target was ready for business.

Don't Rush To Buy Walmart, Extra Low Prices Are On The Way 

Walmart (NYSE: WMT) had a great quarter. The problem we have with the stock right now is akin to what we're seeing in Home Depot and other big-name retailers.

The Container Store Has What Every Growth Stocks Needs 

The Container Store (NYSE: TCS) has what every growth stock needs and few have at this point in the market cycle: a very bright outlook. The company reported not only robust growth but growth above the consensus

Fisker Inc. Goes On Alert For Short-Squeeze Potential 

Shares of Fisker are on the verge of a massive short-squeeze that could drive prices up by triple-digits.

Desktop Metal Is The Future Of Manufacturing, And A Deep Value

We like Desktop Metal (NYSE: DM). The company is a leader in 3D printing with a focus on what they call Manufacturing 2.0. Manufacturing 2.0’s end goal is creating end-use parts with 3D printing technology from a wide variety of materials and at a low cost.

Beware The Rebound In Home Depot 

Shares of Home Depot (NYSE: HD) are up nearly 3.0% in premarket trading because of a strong Q1 earnings report. The report beat the consensus in all metrics and reveals an acceleration of business if nothing else.