The Value Investor
Contributor since: 2011
Latest Articles
Harley-Davidson: Starting My Engine
TransDigm: Not Appealing Despite Continued Dealmaking
KLA-Tencor: Orbotech Deal Looks Reasonable
Knight-Swift: Going Strong A Year After Combining Operations
MongoDB: Quick Update Following The IPO
Clorox - Nutranext, What Is Next?
Zscaler - Secure Growth?
Stitch Fix: Shying Away As Margins Are Not Fixed
PetIQ: Show Me Story With Long-Term Growth Trends
Superior Industries: Looking Better A Year After An Expensive Deal
REV Group: Buying The Dip, Long-Term Improvement Trends Remain Intact
American Woodmark: Looking More Interesting
NCS Multistage: Disappointing Performance Despite Topline Growth
Collegium: One Of The Few Winners In The Opioid Crisis
Dana - Doubling Down With GKN
NVR: Building Homes, Building Shareholder Value
California Resources Corporation - Equity Remains A Call Option
FTS International: Frothy Fracking
Office Depot: Declines Continue, Accompanied By Margin Pressure
Synergy Pharmaceuticals: Things Are Looking Better
Southwestern Energy: Potential Drivers Coming Up In 2018
TopBuild - Top Stock
J.C. Penney - Softer Outlook, Still Cautious
Sarepta: Many Drivers For 2018
Tesaro: Slower Growth, More Cash Burn
B&G Foods: Shares Look Cheap, But Probably Are Not
Carrizo Oil & Gas: Watch Cash Flows, Not Earnings
Exelixis: Future Remains Robust Despite A Softer Quarter
AdvanSix: Solid 2017, Some Challenges For 2018
Apache - Potential, If Management Delivers
Continental Resources: Back In Full Swing
Chesapeake Energy - Situation Looks Reasonable (Coming From A Former Short)