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Deep Value Ideas

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Sector Generalists
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Content

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Permian Resources: A Compelling Investment, But No Need To Rush

Dec. 27, 2024, 3 p.m.

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PJP: Big Pharma Concentration Risks Amid Looming Confirmation Of RFK Jr.

Dec. 26, 2024, 2:30 p.m.

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EOG Resources Stock: Nowhere Near Cycle-Bottom, Why I'm Buying More

Dec. 20, 2024, 2:54 p.m.

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Imperial Brands: The Dilemma Of Beating The S&P 500

Dec. 16, 2024, 11:50 a.m.

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CME Group's Dominance Challenged By Now Operational FMX?

Dec. 13, 2024, 5:29 p.m.

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Why Solid Earnings Moved Brown-Forman Stock Up On My Watch List

Dec. 6, 2024, 3:28 p.m.

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Archer-Daniels-Midland: Did Simple Forensic Tests Trigger An Early Warning?

Dec. 4, 2024, 4:36 p.m.

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Avoid Universal Corp. Stock: Looking Beyond The Recent NYSE Non-Compliance Notice

Dec. 2, 2024, 4:55 p.m.

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British American Tobacco: Trump Donation Making Vaping Great Again?

Nov. 29, 2024, 4:35 p.m.

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Altria: The Unexpected Tailwind Of An RFK Jr. Nomination

Nov. 22, 2024, 1:15 p.m.

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Honeywell: Activism Is Good, But I'm Not A Fan Of The Breakup

Nov. 19, 2024, 11:26 p.m.

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Siemens: Solid 2024 Results, With A Caveat (And A Surprise For 2025)

Nov. 15, 2024, 2 p.m.

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Organon: Certainly A Risky Bet, But Looks Increasingly Compelling (Upgrade)

Nov. 13, 2024, 1:30 p.m.

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Home Depot: A Contrarian Sell After Solid Q3 Earnings? No, Here's Why

Nov. 12, 2024, 4:50 p.m.

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Why Gilead's Solid Q3 Earnings Could Point To A Dividend Surprise Next Year

Nov. 7, 2024, 1:40 p.m.

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Cigna's Impressive Q3: 4 Compelling Reasons To Buy Now

Nov. 5, 2024, 8:50 p.m.

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AES Stock: Delving Deeper Than Just Dividend Temptations

Nov. 4, 2024, 8:34 p.m.

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Comcast Q3 Earnings: The Long Awaited Catalyst?

Oct. 31, 2024, 9:08 p.m.

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V.F. Corp. Q2 Earnings: Time To Party? Not So Fast, Mr. Market

Oct. 29, 2024, noon

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WEC Energy: 3 Reasons Why The Stock Isn't A Sell Going Into Q3 Earnings

Oct. 28, 2024, 6:27 p.m.

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Sysco Stock: A Good Buy Heading Into Q1 Earnings?

Oct. 25, 2024, noon

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How Truist's Solid Q3 Is (Slowly) Winning Back My Trust

Oct. 21, 2024, 1:46 p.m.

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Elevance Health Stock: Looking Beyond Near-Term Issues, I'm A Buyer

Oct. 18, 2024, 4:09 p.m.

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Rentokil: Why Trian's Stake Shouldn't Turn Heads

Oct. 15, 2024, noon

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Navigating U.S. Bank Investing Between Recession Fears And Rate Cut Fantasies

Oct. 5, 2024, 1 p.m.

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