Hong Chew Eu
U.S. Steel: Value Is There Even Without Any Contribution From Europe
Innovative Industrial Properties: Growth Will Likely Be More Challenging
KB Home: This Is A Cyclical Stock. All Signs Point To A Short Opportunity
Meritage Homes And KB Home: Fundamental Trading Opportunities
U.S. Steel: A Different Group Than 9 Years Ago
Generac: What To Do If You Have Bought It At A High Price
Generac: Not Running On Full Power As The Earnings Seem To Be From Generators
NVR: A Good Jockey On A Strong Horse Riding Into A High Inflation Environment
Worthington Industries - A Sufficient Margin Of Safety Even As A Cyclical Company
Boise Cascade - The Risk Is In The Valuation
MDC Holdings Is A Cigar-Butt Opportunity
Evidence Doesn't Suggest That D.R. Horton Is A Growth Stock. Don't Value It As Such
The Market Is Not Pricing D.R. Horton As A Cyclical Group
MDC Holdings - Don't Be Mesmerized By The Current Performance, This Is A Cyclical Industry
Olympic Steel - Not Creating Shareholder Value
TimkenSteel - Time To Go In As The Worst Is Behind It
Generac - An Irrational Price
Worthington Industries: Fundamentally The Best, But No Margin Of Safety At The Current Price
Tempur Sealy: Still Not The Time To Buy
Boise Cascade: Better Prospects But Still Not Time To Buy
Steel Dynamics: How To Flesh Out The Real Valuation Insights
Steel Dynamics: Still Not A Time To Buy
Leggett & Platt: The Specialty Foam Potential
Tempur-Sealy: Time To Exit
Boise Cascade: Overpriced And A Potential Value Trap
Steel Dynamics: Wait For The Coming Price Decline
Assessing Permanent Loss Of Capital