GB DavisApr 2, 20191 minSecurity in Focus: Pitney Bowes ($PBI)We like PBI here after reviewing its 10k and valuation. At at 6.5x multiple, we're comfortable on the open with 1/2 position common, at ...
GB DavisApr 2, 20191 minSecurity in Focus: Hormel Foods ($HRL)On the negative side of the ledger here, we do not like this security at an 18x+ multiple. Further, over the past year, we are concerned...
GB DavisApr 2, 20191 minSecurity in Focus: Denny's Corporation ($DENN)We believe that Denny's is range bound between $17 and $19 in 'no-man's land'. Being range bound, we suspect that Denny's may re-test su...
GB DavisApr 1, 201912 minRecap / Scorecheck: Our Fed and Risk CallsFed Primer & FOMC Spoiler - 9/13/17 : " There will be some nuggets in next week's release, in the ECB Presser and in the Fed Press Confer...
GB DavisApr 1, 20191 minSecurity in Focus: Urban Outfitters ($URBN)There are many aspects from a Fundamental perspective we find appealing about $URBN's valuation. First, it's trading at ~5x EV/EBITDA. ...
GB DavisApr 1, 20191 minMarket Insight: Dollar StrengthWe called the first interest rate hike by the Federal Reserve to the month, one year prior. We called December 2018 as the last rate hik...