The iconic shipping company hasn't given investors much to celebrate recently. But headwinds are turning to tailwinds.
Long Read
The stock dropped after Dollar General announced new executive leadership. That creates a buying opportunity.
Long Read
The value maven decried high fees, high leverage, and dangerous lockups. Plus, why he likes Capital One, Chubb, and Tyson.
3 minute read
Stocks that can benefit from a good-enough economy with minimal exposure to interest-rate risk.
3 minute read
Gabelli Funds said the billionaire investor’s “condition is improving and he is on the road to recovery.”
1 minute read
It will be tough for Wall Street to rebound until energy prices subside. Value stocks and Big Tech could hold up well, though.
4 minute read
Value fund managers argue that global energy, aerospace and other industrials look attractive.
3 minute read
Oracle will not only survive AI, but could use it to grow top- and bottom-line figures.
Long Read
The Heartland Value is snapping up regional banks and consumer-discretionary stocks.
Long Read
Copper has pulled back on Iran concerns, creating a buying opportunity for Freeport-McMoRan stock.
Long Read
Shares have been hammered by AI fears, but there’s a different story to be told: Microsoft has spent years preparing for this moment.
Long Read
Hedge funds might be betting on the fact that market declines triggered by geopolitical shocks tend to reverse rather quickly.
4 minute read
Insights from hedge fund manager Guy Spier in the wake of his terminal disease diagnosis.
Long Read
Drugstore stocks, a car company and consumer stocks with low price-to-earnings ratios are all good bets.
2 minute read
The stock has underperformed other airlines for too long. Time to buy the shares.
Long Read
Bridgewater Associates, the asset management firm founded by Ray Dalio, also reshuffled its healthcare holdings.
2 minute read
Buffett may have departed the stage at the end last year but he’s still giving investors plenty of direction from the wings.
1 minute read
A management update crashed shares, creating a compelling buying opportunity.
Long Read
With investors suddenly jittery over software and other tech stocks, the script has flipped.
2 minute read
The stock is roughly flat since our pick. We have reason to believe it will rally.
4 minute read
Shares are down 12% since our recommendation. Time to cut losses.
4 minute read
The stock has moved little despite impressive financial results. Its expansion into private credit is one avenue to growth.
Long Read
The deal for Penumbra will pay off in the long run. Hang on to the shares.
4 minute read
The value fund’s biggest return drivers are all tech stocks—just not the Magnificent Seven.
3 minute read
The stock trades at 20 times earnings, a deep discount to its big-box competitors. It’s time to buy this proven growth story.
Long Read