Posts In: Stock Ideas

Andrew Kuhn October 9, 2017 Andrew Kuhn, Premium Articles-01, Stock Ideas

A Few Thoughts on Hostess Brands

“Your premium brand had better be delivering something special, or it’s not going to get the business” -Warren Buffett For the past few weeks I have been studying and doing research on Hostess Brands, the maker of the classic chocolate cupcake with the squiggly white frosting line and of course the iconic, golden, cream-filled Twinkie. At first glance, the company passed almost all my filters on my investment checklist for a company I would want to be involved with. They claim to have a 90%...

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Geoff Gannon May 18, 2017 Stock Ideas

Car-Mart (CRMT): Like the Company, Hate the Industry

Car-Mart (CRMT) now trades for $35 a share. I picked the stock for my old newsletter, The Avid Hog (you can read all 27 past issues of that newsletter here), when it was trading at $38 a share back in June of 2014. So, it’s now three years later. And the stock is now 8% cheaper. Do I like Car-Mart more today than I did in 2014? No. Ideally, a stock should be: Cheap Good Safe I’m not sure Car-Mart meets all 3 of those...

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Geoff Gannon May 10, 2017 Stock Ideas

Grainger (GWW): Lower Prices, Higher Volumes

The Original Pick I picked Grainger (GWW) for a newsletter I used to write. The pick was made in April of 2016. Grainger traded at $229 a share when I picked it. Today, the stock trades for $188 a share. That’s one reason to look at the stock now. Reason #1 for considering GWW: I picked the stock when the price was 22% higher than it is now. There’s another. Over the last twelve months, here’s how Grainger’s stock performed versus the shares of is...

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