Research
Research


2014

Italy: The New "Powder Keg" of Europe
Don't Worry About Being Right; Focus on Risk vs. Reward

2013

Bubbles, Crashes, and Market Corrections: 1900 - 1925
Examining Historical Margin Debt
Seven Reasons Why Zillow is Extremely Overpriced
Potash Producers Look Expensive Even After Plunge
Panic in China: Malinvestment, Disinflation, and the Next Emerging Market Crisis
Five Inexpensive Stocks in an Overheated Market
The Housing Rebound and Why the Fed Should Begin Tightening
Why We Are Short on Sonic Drive-Ins, Part 3
Three Attractively Priced Big Dividend Stocks
Overview of McDonald's:  Could Benefit from ACA, but Too Expensive

2012

Inflationary Risks are Rising:  How to Invest in a Tricky Environment
PNC Financial:  Extraordinarily Well-Run Bank Selling at a Discount
Jet Blue:  Moderate Leverage, Strong Performance, Reasonable Valuation
Why Airline Profits Will Fatten Over Next Decade
Molycorp Still Not Attractive, Even After Massive Plunge
China's Giant Catch-22
Canadian Banks Vulnerable to Housing Downturn
Residential Mortgage Exposure and Risk/Reward for Canadian Banks
Compass Diversified Holdings:   A "Big Div" Growth Stock Priced Like a Value Stock

2011

Copper Producers Could Still Have a Long Way to Fall
Eurozone and China Still Have Major Issues in Spite of Rally
Housing Will Rebound Stronger than Expected
One Liberty Properties:  Irrational Market Fear Present Opportunity
Sonabank:  Lower Risk Bank, Good Reward Potential
Getting Bullish on the Homebuilders:  A Look at Pulte (2010)