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It's a Mystery - Brunswick - BC
On Thursday Brunswick - BC - $79 , one of my Top 20 model portfolio stocks, missed Q2 earnings badly and guided 2024 down from $7.00 to $5.00.
23 hrs ago
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Gregg Jahnke
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It's a Mystery - Brunswick - BC
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TGTBT - Advertising Agencies - IPG
Every good analyst should understand the acronym TGTBT: To Good To Be True I learned it from sports betting. Everybody knows when a bad football team…
Jul 20
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Gregg Jahnke
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TGTBT - Advertising Agencies - IPG
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Finding Nirvana? - Antero Midstream - AM
I think Antero Midstream is a stock with a safe 6%+ yield, that cautious value investors should at least consider as a “utility substitute”.
Jul 19
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Gregg Jahnke
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Finding Nirvana? - Antero Midstream - AM
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Mitigate the Barrage - KMI - Pipelines
KMI had some interesting things to report when they released their 2nd quarter results on Wednesday afternoon.
Jul 19
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Gregg Jahnke
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Mitigate the Barrage - KMI - Pipelines
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Take a Walk on the Wild Side - Refiners
There are few industries more complex than oil refining.
Jul 18
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Gregg Jahnke
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Take a Walk on the Wild Side - Refiners
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Proving the Doubters Wrong? - ETSY
When I heard the Macy’s - M - buyout was falling apart, I thought it was a good time to check in on retail stocks. I was surprised to find very little…
Jul 17
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Gregg Jahnke
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Proving the Doubters Wrong? - ETSY
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Recess Time! - Yeti - YETI
All work and no play makes Jack a dull boy.
Jul 16
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Gregg Jahnke
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Recess Time! - Yeti - YETI
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Lessons Learned + Hasbro?
It is earnings reporting season for the next few weeks, so let’s think about investment philosophy while we wait for some earnings disappointments…
Jul 14
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Gregg Jahnke
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Lessons Learned + Hasbro?
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Cheating Is My Hobby
The job of every good generalist is to be constantly looking for new stock ideas. This is an important part of investing that is almost never taught. If…
Jul 13
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Gregg Jahnke
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Cheating Is My Hobby
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Were the Algo's Sleeping?? - Conagra - CAG
Do algorithms ever sleep?
Jul 12
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Gregg Jahnke
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Were the Algo's Sleeping?? - Conagra - CAG
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Is Nike a Value Stock?
I am not convinced Nike - NKE - $73 is an attractive value stock. The strategy of pushing for more DTC (direct to consumer) business at the expense of…
Jul 11
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Gregg Jahnke
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Is Nike a Value Stock?
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A Work of Art? - The Gate City Portfolio
I had to pause for a few days to think about a unique portfolio created by the guys at Gate City Capital. Check it out at WhaleWisdom.com.
Jul 10
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Gregg Jahnke
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A Work of Art? - The Gate City Portfolio
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