Latest Articles

The New Risk Return Math: Wrongheaded Assumptions and Not-So-Simple Choices
Small-Cap Stocks: Strategies for Finding the Next Big Winners
Mailbag: WRK, ATVI, FCNCA, DG, Spinoffs and More
Bargain Hunting Among the Dollar Stores
Will US Steel and WestRock Deals Go Through and Create Global Giants?
A Pivotal Moment in Stocks vs. Bonds? Simplifying the ’Fed Model’
The Trucking Sector May Be at Pivotal Intersection
Walgreens Boots on the Ground But Maybe Not a Dow Dogs Buy Just Yet
Energy Stocks Remain Cheap and Actionable
Catastrophe Bonds Are Having a Moment. Here’s How to Play