Discretionary





Consumer Discretionary
Discretionary
Fibonacci Retracement
Fundamental Analysis
InvestivDaily
Technical Analysis
Valuations
Value Investing

WDFC: What’s in a name?

In investing, there’s a natural tendency to be drawn to familiar names, an emotional comfort zone that comes from thinking about putting your hard-earned dollars into a company to which you feel you have a connection. It’s one of the reason well-known fundamental investors like Peter Lynch are known for suggesting idioms like “invest in […]

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Auto Industry
Consumer Discretionary
Discretionary
Fibonacci Retracement
Fundamental Analysis
InvestivDaily
Tariffs
Technical Analysis
Trade War
Value Investing

A trade deal might be closer than ever. Is it a good time for MGA?

Market news for the last while has seemed to be almost completely focused on the trade war between the U.S. and China – to the point that investors seem to be getting what some might call “trade fatigue” – which could be a point where even if or when a deal is made, the broad […]

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Consumer Discretionary
Discretionary
Economy
Fibonacci Retracement
Fundamental Analysis
InvestivDaily
Technical Analysis
US Economy
Value Investing

Is PII’s 32% discount an opportunity – or a trap?

As the market continues to recover from its lows in late December, I’m seeing more and more reports and opinions that while economic growth in the United States may begin to slow (and based on some measurements, that might already be starting to happen), it isn’t expected to actually reverse and begin contracting for as […]

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Consumer Discretionary
Discretionary
Dividends
Fundamental Analysis
Fundamentals
InvestivDaily
Risk
Value Investing
Value Traps

HRB offers a fat dividend and a big discount. Is the trap even bigger?

Consumer Discretionary stocks are interesting in any market conditions because so many of them are subject to cycles that don’t necessarily coincide with normal economic cycles. One of the sub-industries within the sector that I think fit this description is tax services. That is because, moving into the latter stages of winter towards spring, one […]

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Consumer Discretionary
Discretionary
Economy
Fundamental Analysis
InvestivDaily
Technical Analysis
Value Investing
Value Traps

50% MHK discount: huge value, or value trap?

Even with a nice rally in the market to start the new year, there are a lot of stocks that remain at or near 52-week, or even historic lows. If you like looking for value as I do, that’s actually a pretty nice problem to have; it means that there are plenty of options to […]

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Consumer Discretionary
Discretionary
Retailers

Don’t fall for the “dead cat bounce”

The longer a market correction lasts, or extends into a prolonged bear market, the more we see stocks drop to incredibly low level versus their historical highs. The market continues to exhibit quite a bit of uncertainty, not only over global growth forecasts, but also whether the global economic slowdown, along with the deleterious effect […]

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Discretionary
Efficient Market Theory
Retailers

Is BBBY a bargain, or just cheap?

Warren Buffett is justifiably considered as one of the most successful investors of all time. The methods he employs to identify long-term investment opportunities have been thoroughly documented, by himself and others, and copied by value-oriented investors for decades. The annual reports he writes for Berkshire Hathaway are considered required reading in many investor quarters […]

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Consumer Staples
Discretionary
Valuations

Which stock is a better value right now – TGT or WMT?

It’s an annual thing – the day after Thanksgiving marks the official start of the holiday shopping season. Anxious to get a jump on the best deals of the season, shoppers line up outside stores all over the country. It also marks a point in the year when the stock market starts to pay even […]

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