Long-Term Business Investor
Contributor since: 2019
Micron Technology: In The Midst Of A Macroeconomic Hurricane
CVR Partners: The Business Fundamentals Are Very Constructive In The Next 12 Months
APA Corp.: A New Strategy Is Proposed To Realize The Full Value Of Alpine High
Micron Technology: Gross Margin Deteriorating Rapidly Points To More Share Price Downside
Gross Margin Plateauing In A Weak Macro Backdrop Makes Micron Technology A Sell
Himax Technologies: Fairly Priced Based On Normalized Gross Margin With Downside Risk
CVR Partners: Potential Unit Price Doubling And A 40+% Forward DCF Yield
APA Corporation: Well-Positioned To Take Advantage Of Oil Market Tightness
CVR Partners: The Odds Are In Favor Of The Current Cycle Being At Least A Two-Year Upcycle
Ride The Boom In Copper And Agriculture Commodities For Alpha And Income Growth
Lumen Technologies: Divestiture Catalyst Is On The Horizon
Himax Technologies Is Grossly Undervalued
Tower Semiconductor: Growth In 2021 Offers A 30% Upside Potential For Its Share Price
Himax Technologies: Tailwinds Driving Gross Margin Expansion Continue To Strengthen
CVR Partners: Higher Nitrogen Fertilizer Prices May Lead To A Cash Distribution This Year
Himax Technologies: Parabolic Share Price Increase Driven By Multiple Gross Margin Expansion Tailwinds
eBay: Is The Glass Half Full Or Half Empty?
Micron: Horrible Gross Margin Guidance Foretells A Large Supply Demand Imbalance
CVS Health: Undervalued But No Catalyst To Close The Valuation Gap
Western Digital: Headwinds Abound
Micron: My Gross Margin Indicator Called A Recovery Head-Fake
FedEx: Tailwind From The COVID-19 Pandemic Will Help To Close The Valuation Gap Against Peers
Newell Brands: Reducing The Dividend Is The Prudent Thing To Do
CenturyLink: Free Cash Flow Is King
Executing The Strategy Of Investing In The 'Blood On The Street' List Of Companies
When To Buy This 'Blood On The Streets' Event
My 'Buy When There's Blood On The Street' Shopping List
Tower Semiconductor: Growth Should Accelerate As The Year Progresses
CF Industries: Lower ASP Pressures Share Price
Park Aerospace: Lowered Profitability Expectation Reduces Return Of Investment Outlook
DXC Technology: A Challenging Turnaround
Micron Technology: My Gross Margin Indicator Calls A Bottom, But Valuation Is Not Attractive
Tapestry, Inc.: Jury Is Still Out On Its Multi-Brand Strategy
CenturyLink: Successful Execution Will Result In Substantial Share Price Gain
Kraft Heinz Company: Growing Sales Will Be Challenging While Another Dividend Cut Is Inevitable
CVR Partners: Expense Creep And Near-Term Market Headwinds Raise Concerns
Newell Brands: Significant Upside If Turnaround Is Successful
Micron Technology: The Memory Commodity Down Cycle Deepens
Mattel: The Odds Favor A Long Position
FedEx: Attractive Valuation Despite Execution Issues And Risks