Unlocking Alpha
Contributor since: 2020
HYEM And The Impact Of The Dollar Wrecking Ball
Good Times Restaurants: The Bullish Thesis Remains Compelling
VEU: Foreign Stocks Are Cheap For Good Reasons
Higher Rates For Longer, A Clear Headwind For PNQI
VB: Patience Will Eventually Pay Off
CLOU: Higher Rates For Longer Are A Headwind
The Brink's Company: Revisiting The Bullish Case
PHO: Valuation Will Likely Be A Drag On Future Returns
MCHI: Don't Bet On A V-Shaped Recovery In China
Casella Waste: Don't Overpay For This Compounder
PPA: Defense Spending Benefits From Major Tailwinds
TDIV: Striking A Good Balance Between Income And Capital Appreciation
PGJ: Long-Term Call Options Are Still The Best Way To Go
VOOG: Interest Rate Uncertainty Continues To Be A Risk For Growth Stocks
Seneca Foods Is Approaching An Inflection Point
HYT: Don't Fall For This 9% Dividend Fund
QCLN: The Benefits And Risks Of Investing In Green Energy
INDA: Valuations Are At A Multi-Decade High
American States Water Is Still Expensive
DIV: Revisiting This 6% Dividend Yield ETF
CIBR: Taking Advantage Of Volatility
BBQ Holdings: The Turnaround Is Now In Full Motion
QYLG: EPS Revisions Are The Next Big Risk For U.S. Stocks
BLV: Approaching An Inflection Point For Investment-Grade Bonds
VO: Don't Rush, It Will Eventually Get Cheaper
EFG: Past Performance Is Concerning
CXSE: More Effort Is Needed To Revitalize The Chinese Economy
PBW: Participating In The Clean Energy Revolution Has A Price
ARKX: Don't Be Fooled By The Bear Market Rally
Clean Harbors: Revisiting The Investment Thesis
IDRV: Differentiating Between The Short- And Long-Term Opportunity
HYG: Chasing A 5% Yield Will Prove Costly
SCHG: Overvalued In A Rising Rate Environment
An Update On Nathan's Famous
PID: A Dividend-Paying ETF To Navigate This Treacherous Market
HACK: Exploring The Risks And Benefits Of Investing In Cybersecurity
BOND: There Is Room For More Pain In Bonds
VNQI: Hawkish Monetary Policy Is A Headwind For REITs
PNQI: Tech Isn't Out Of The Woods Yet
Alcon: Revisiting The Investment Thesis