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Thomas Hughes - Page 13
Under Armor Under Pressure After Raising Guidance
The market is not rewarding good results and Under Armor (NYSE: UA) is not immune. The company is deep in the throes of a restructuring effort that has the company on track for growth, outpacing the consensus, and raising guidance
Freshpet, Inc Can’t Grow Fast Enough To Please The Market
We began to notice a problem with Freshpet (NASDAQ: FRPT) over the last year that has turned out to be quite an interesting story. After comparing notes, we discovered the Freshpet shelves were nearly empty in many areas the company operates in.
If You’ve Been Waiting To Buy iRobot Now Is A Good Time
Shares of iRobot are down more than 10% in premarket action after a blowout report and favorable guidance. This could be the buying opportunity you've been waiting for.
Sporting Goods Stocks Are In Season Again
We began to develop a theory during the Q4 earnings cycle that is beginning to play out. In our view, the sporting goods stocks that have been rising the wave of social distancing are set up for the second wave of game-changing growth this year.
Sweet Results From The Hershey Company Drive Shares To New Highs
The Hershey Company (NYSE: HSY) Q1 results are a great example of what we like so much about the consumer staples sector. Like so many in the sector, The Hershey Company has itself positioned for growth while giving value
Logitech Is A Logical Choice For Long-Term Investors
Shares of Logitech pull back into a buying opportunity after blowout results, an increase to the dividend, and an increased share buyback plan.
Automatic Data Processing Slips On Earnings And Higher Guidance
We’ve been fans of the labor market, labor market stocks, and Automatic Data Processing (NASDAQ: ADP) for years. The group is supported by secular trends that promise years of sustained business if not robust growth.
eBay Goes On Sale After Record Quarter
Shares of eBay (NASDAQ: eBay) are plunging in the premarket session because the company gave light guidance. The guidance is calling for 8-10% sequential growth on top of a tough 6.6% comp in the previous quarter and is no weak outlook.
Juniper Networks Connects Investors With Value
We like Juniper Networks (NYSE: JNPR) for a lot of reasons and think the stock is ready to move higher. Not only is it well-positioned as a networking leader it is gaining relevance in the cloud as well, and it is one of the best dividend-paying stocks in the tech sector.
Haverty Furniture Company Extends Gains On Solid Results
We’ve been bullish on the furniture industry and Haverty Furniture Company (NYSE: HVT) for a long time, since well before the pandemic. The trade war with China (remember that?) had the industry on the ropes because it is (or was) so heavily dependant on Chinese manufacturing.
Ecolab Is Still A Good Investment In The Reopening
Ecolab (NYSE: ECL) has been one of our top reopening plays since the first of the year and it still is. The company is well-positioned not only as an institutional services company servicing the restaurant, hospitality, and travel industries but also as an industrial services company and as a health & life sciences services company.
Packaging Corporation Of America A Good Buy For Income Investors
While Packaging Corporation Of America (NYSE: PKG) didn’t come right out and say it, the trends in eCommerce are helping to drive this business to new highs.