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Long Investing Ideas

There are always investors who want to take advantage of Apple's (AAPL) success, but they may already have plenty of the stock in their portfolio. The next best thing is usually to purchase key Apple suppliers. Today, I want to examine one of the lesser known names, STMicroelectronics (STM),...
Sentiment on Box (BOX) probably hasn't been as cautious as in 2015, when Box's high loss margins scared investors into thinking the company's longevity was limited, despite high growth. Now, the problem seems to be the opposite - in its last quarter release, which sent shares toppling, Box was...
Copper prices have taken a hit recently. The current price is 17% lower than the fake breakout peak in June of this year. Freeport-McMoRan (NYSE:FCX) did not break down and is still in the uptrend that started in January 2016. I believe that copper prices are going to rebound,...
It might be challenging to find bargains for profitable growing companies in today's market. However, there are still some attractively-priced stocks with strong growth out there. One of those stocks is Sterling Construction Company (STRL). Sterling Construction is a small company with a market cap of just $366 million. The...
source: Zynga Since the beginning of May 2018, Zynga Inc. (NASDAQ:ZNGA) has been moving up swiftly, with it taking a breather starting in June, and then rebounding in July, where the share price has jumped to as high as $4.40. It closed out April 2018 at $3.45 per share. The...
Investment Thesis Aritzia (OTC:ATZAF) (TSX:ATZ) is an innovative design house of fashion brands. In its fiscal Q1 2019, the company delivered double-digit comparable sales growth following three quarters of mid-single digit growth. The company has an experienced management team that has delivered an excellent track record of growth in the...
Shares of LKQ Corp. (LKQ) are down 24.50% since January 12, 2018, and in my opinion, the shares of this auto parts provider present a compelling opportunity at current price levels. The company has an excellent history of maintaining strong earnings power, and the future growth rate ratios point...
Investment Thesis The Escobal mine in Guatemala has been closed for a year now which has had a significant impact on Tahoe’s profitability. Without Escobal, Tahoe is marginal gold mining producer which offers high leverage to an increasing gold price. When considering various scenarios and combine them as a probability weighted...
The world is accelerating into an energy crisis, and a recession is looming. I am transitioning the Value Portfolio from its current energy-tilt, which has benefited subscribers, to recession-resistant businesses at reasonable prices. Today, I explore AT&T Inc. (T). Recent Performance AT&T has substantially underperformed the S&P 500 index in the last five...
Conoco Phillips' (COP) announcement last week of a 50% increase in the 2018 share buyback plan - in addition to paying off $2.1 billion of debt during Q2 - is likely just the beginning of good times for shareholders. Earnings estimates are rising and investors are obviously encouraged...