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Thomas Hughes - Page 15
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 (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 (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.
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
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 (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
Shares of Fisker are on the verge of a massive short-squeeze that could drive prices up by triple-digits.
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.
FreightCar America (NASDAQ: RAIL) has been working had on a transformation that is proving beneficial to the company. The problem is that Q1 results are far below expectations even with the weakly updated guidance and give little reason to own the stock