Eyeing opportunities with the “DuPont Factors” lens
The DuPont Factors illuminate the opportunity set.
The upside down
Mr. Market is a price taker today on liquidity grounds alone.
It is wise to view internal controls
It is wise to look for disclosures of material weaknesses.
A bird in the hand
Extreme risk/reward asymmetries are on display through the lens of “duration risk.”
Pavlov’s stocks
Stretched fundamentals collide with duration risk creating risk/reward asymmetries.
Mind your duration
Solid anchoring at the long end of the yield curve creates widespread risk/reward asymmetries.
The market is on a long and winding road
The economy remains in an inflationary contraction, a recession by any other name.
Time to turn back the clock?
In the torrent of information, we risk overlooking the very foundation upon which companies are built.
Of investment models and butterflies
What is priced in is the question as today’s valuation dispersions are backward-looking.
All sorts of possibilities in health care services
Recent M&A within the industry by Amazon, CVS, and UnitedHealth Group sends a strong signal.
The retail industry offers timely diversification
As the next upcycle nears, upward revisions could amplify the multiple expansion opportunity in retail.
Top 5 industries for earnings growth
At 11x earnings estimates and a 24% growth rate, the multiple expansion door is open.
Sector strategies for navigating 2023
There are opportunities under the market-cap weighted surface, eight industries stand out.
New bull market or a bear market bounce?
As the market remains in a primary downtrend, and the trend is your friend, go with the cash flow.
Shipping and recession: To be or not to be?
Shipping volume is a pure measure of economic activity and removes inflationary effects.
A review of stoxdox negative risk/reward rated stocks
One out of 38 negative risk/reward rated stocks is up since its initial report, the average return is -56%.
Asset opportunities in small-cap value
With conditions favoring small-cap value, asset opportunities within the group are especially attractive.
Magellan and navigating uncharted markets
The system is ideally suited for uncertain times, an actionable framework for managing stocks through time and space.
2023 economic outlook
The 2000 stock market crash and labor participation reversal collide with the 1970’s to illuminate a uniquely high-risk environment.
Technology outlook for 2023
The market may underappreciate the high-powered nature of capital flows in the tech sector.