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Grilled Spam Burger with Fries While we have not been buyers of Hormel Foods Corporation (NYSE:HRL) in any of our past reviews…

Historically, airlines have been among the worst-performing industries on the stock market. Since its launch in 2015, the US Airline ETF (JETS)…

This article is part of a series that provides an ongoing analysis of the changes made to Duquesne Family Office’s 13F stock…

Investment summary I give CDW Corp. (NASDAQ:CDW) a buy rating despite the near-term weakness because I see two strong catalysts ahead that…

Moderna, Inc. (NASDAQ:MRNA) Bernstein’s 40th Annual Strategic Decisions Conference May 31, 2024 10:00 PM ET Company Participants Stephane Bancel – CEO Conference…

Shares of Advance Auto Parts (NYSE:AAP) have been a poor performer over the past year, losing about 44% of their value. On…

Investment Thesis: I revise my rating on Playa Hotels & Resorts from Hold to Buy. In a previous article back in December,…

Investment overview I wrote about Varonis Systems (NASDAQ:VRNS) previously (16 Feb 2024) with a buy rating as management to show strong execution…

Thesis Ten months ago, we wrote an article on the Nuveen Floating Rate Income Fund (NYSE:JFR) and its absorption of other Nuveen…

Investment Summary Regulated, capital-intensive businesses typically hold large investments in long-lived, tangible assets (including their inventories). Often, these assets are partially funded…