Walter Schloss was one of the best value investors of all time. He studied under Benjamin Graham and then worked for the Dean of Value Investing at his value-focused investment company, The Graham--Newman Corporation. In 1955, Schloss struck out on his own. Q2 hedge fund letters, conference, scoops etc If you're looking for value stocks, […] Read More
As a group, steelmakers have been rising quickly, led by S&P 500 components Nucor and Steel Dynamics, along with Belgium-based Tenaris. Steel Dynamics was added to the S&P on Thursday, which could bode well, as funds must own shares to equal its index weighting. Nucor, Steel Dynamics and other industry peers are likely to benefit […] Read More
Inflation cooled, but it's still running hot at over 4.5% core. The Index of Leading Indicators is trending lower and accelerating. The market may rally, but there is no reason to think it will last. 5 stocks we like better than SPDR S&P 500 ETF Trust The PCE price index cooled on a month-to-month and […] Read More
Cintas beat on the top and bottom lines and raised guidance. Cintas is supported by a double tailwind that has it on track for capital returns in 2023. Other labor market stocks should see similar strengths in 2023. 5 stocks we like better than Cintas Cintas Corporation (NYSE:CTAS) has something every business in the S&P […] Read More
Shares slip in after hours trading Micron Technology (NASDAQ:MU) said Wednesday it lost $195 million or 18 cents per diluted share for the first quarter of fiscal 2023, compared to a net income of $2.3 billion and a net income per diluted share of $2.04 for the same period last year. In response, the company […] Read More
Flat open for the FTSE 100 with Santa rally showing little sign of regaining speed. US GDP data surprises on the upside and fuels fears that rates may stay higher for longer HL clients give UK markets a vote of no confidence Hopes for retail on what was forecast to be the busiest shopping day […] Read More