Value Stocks

Drug Stores
Healthcare Management
Healthcare Solutions
Value Investing
Value Stocks

CVS is up 6% in the last week – is it a nice buy at its current price?

2023 is off to a positive start; the S&P 500 is up about 8.5% so far, which has been enough to get people talking about a recovery from last year’s bear market. That broad, bullish momentum means that a lot of stocks have been rallying off of their own lows as well. If you’re looking […]

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Business and Tech Solutions
Business Services
Information Technology
Value Investing
Value Stocks

Is XRX worth its bargain price?

One of the big challenges for average investors like you and me is sifting through the mountains of information that comes from the market on a daily basis. I think that may be the biggest reason that so many investors have been conditioned over the course of decades of market activity to rely on analyst […]

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Biopharmaceuticals
Immunology Biopharmaceutical
Pharmaceuticals
Value Investing
Value Stocks

GILD is near its 52-week high. Where is its bargain price?

No matter how tired we get of hearing about COVID-19, the truth is that it hasn’t gone away, and neither have the health concerns associated with it. There is no denying that ever since the virus found its way to American shores almost three years ago, a lot of media attention has been given to […]

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Industrial Machinery
Industrials
Trucking
Value Investing
Value Stocks

Has PCAR rallied past the point of useful value?

One of the most influential sources I’ve relied on for developing the investing method I like to follow is Warren Buffet. Mr. Buffet is certainly one of the most successful investors in the entire history of the U.S. stock market, and arguably the most famous of our era. I’ve borrowed from the principles I’ve seen […]

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Information Technology
Tech Industry
Tech Services
Value Investing
Value Stocks

CTSH is up 18% year-to-date. Is it still a good value?

If you’re looking for sector of the economy that tends to lead the broad market higher or lower, a good place to start is Technology. The Technology sector was a bright spot throughout 2020 and 2021. It also led the market lower throughout 2022, with a lot of Tech stocks extending their losses well past […]

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Glass Products
LED Display
Liquid Crystal Displays
Value Investing
Value Stocks

GLW is consolidating to start 2023. Is that an opportunity, or a risk?

Value analysis, or growth-focused, momentum-based trading? Most investors tend to think of these two approaches as incompatible, polar opposite investing methods. Looking for stocks at the low side of their historical ranges is a no-brainer approach for a value-oriented investor, because generally increases the odds that the stock will represent a good bargain. It’s an […]

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Basic Materials
Paper
Paper and Packaging
Value Investing
Value Stocks

WRK is down -13% since its last earnings report, and that looks like a good thing

One of the first technical principles I learned more than two decades ago has become a primary reference point for helping me think about a stock’s current direction: “the trend is your friend.” For bullish traders, this phrase means that if you can find a stock that is already going up, it is likely to […]

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5G
Telecommunication
Value Investing
Value Stocks
Wireless

AT&T is up 17% so far in 2023 – what does say about its value proposition?

AT&T Inc. isn’t just one of the largest telecomm companies in the United States, but also one of the most established and recognized names in the world. From its origins as “the phone company” to its expansion into wireless telecommunications, broadcast media and even the film industry, this is a company that has almost certainty […]

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5G
Telecommunication
Value Investing
Value Stocks
Wireless

VZ’s consolidation range looks like an attractive opportunity

The word, “uncertainty” has characterized the market for most of the past year, as questions about inflation, interest rates, and the risk of recession have been top of mind for most investors.  Extended periods of uncertainty make it harder for investors to decide to keep their money working for them. Inflation continues to remain high, […]

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Aerospace
AirCraft
Defense Stocks
Value Investing
Value Stocks

RTX is consolidating to start 2023. How close is it to good value?

One of the big recovery stories over the past year or so has come from the Aerospace industry, which includes commercial airlines. From a disastrous 2020, and the first part of 2021, this is a sector that was radioactive not so long ago. The “reopening” theme that became a part of market commentary in the […]

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Consumer Staples
Food Prices
Food Products
Value Investing
Value Stocks

CPB’s -10.5% drawdown in the last month makes it an even bigger bargain now

Value-oriented, contrarian-minded investors like me tend to think a little differently than the average investor, which means we like to look for opportunities in the areas of the market everybody else tends to ignore. The Food Products industry is a good example. While this is pocket of the economy that I think makes sense to […]

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Tech Industry
Tech Stocks
Technology
Value Investing
Value Stocks

IBM is down -12% from its December peak – where is its value price?

No matter what the economic or market cycle is, one of the things you can bet on is that the Technology sector will be on the bleeding front edge of the stock market’s direction. In today’s world, it shouldn’t be that surprising to hear that Technology tends to lead the way in defining whether the […]

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Rail
Railroad Stocks
Transportation
Value Investing
Value Stocks

Is CSX a risky bet for 2023?

Every year begins in the stock market by investors, analysts and experts all trying to find the thread that will define economic and market activity for the next twelve months. Trying to find that thread, of course is as much guesswork, at least in the early stages of the year, as anything else when it […]

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Energy Sector
Oil Feild Services
Oil Field Machinery
Value Investing
Value Stocks

SLB is up more than 80% from its yearly low. Is it worth its current price?

With the market’s uncertainty pushing a majority of stocks to levels at or near their historical lows, finding a big winner in the last year has been a rare thing. One of the pockets of the market that has been more resilient over the last few months is the Energy sector. High demand has kept […]

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Food Prices
Food Products
Specialty Food
Value Investing
Value Stocks

CAG is down -10% in January. Is it a good value?

More than two decades of experience as a student of the markets have taught me that while the market is generally resilient, there is one word that always seems to automatically put the market on edge: change. The COVID-19 pandemic was the start of the most recent example. After a decade of practically uninterrupted growth, […]

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