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Meritage – Not An Investment Opportunity (NYSE:MTH)
Investment thesis From 2005 to 2022, there was a strong correlation between Meritage Homes Corporation (NYSE:MTH) revenue and Housing Starts.…
Nvidia’s 5 Hidden Gems That Unlock Its Key Growth Factor (NASDAQ:NVDA)
What is the Goal of this Article? As my readers know, I like to start out with what is the…
Regional Bank Week Was A Success
All eleven regional banks in the S&P 500 reported earnings last week. The result was stock price rises across the…
Top-Tier Income: ONEOK’s Undervalued 6% Yield (NYSE:OKE)
Introduction While I do not own ONEOK, Inc. (NYSE:OKE) personally, it's a holding in a lot of portfolios that I…
Stocks To Watch: Eyes On Central Banks, Microsoft, Meta Platforms, Coca-Cola And Boeing
Get ahead of the market by subscribing to Seeking Alpha's Stocks to Watch, a preview of key events scheduled for…
Fuchs SE: The Preferred Shares Are Trading At A 7% FCF Yield (OTCMKTS:FUPBY)
Introduction Fuchs SE (OTCPK:FUPBY, OTCPK:FUPEF, OTC:FUPPF) is the new name of Fuchs Petrolub, a large German manufacturer of lubricants and…
Ensemble Capital Second Quarter 2023 Investor Letter
Second Quarter 2023 Investment Update As of June 30, 2023 2Q23 1 Year 3 Year 5 Year SinceInception* Ensemble Fund…
What To Expect From U.S. CPI For The Remainder Of 2023
U.S. headline inflation has come down sharply from peak levels of summer 2022, but not yet enough for the Federal…