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Daily Nugget

Applied Materials is Shockingly Good Value

Have you ever wondered why professional investors do better than us? It’s because they buy when fear is high, and sell when it’s low. With the US economy in the throes of a recession and more rate hikes in the near future, stocks are looking extra cheap.
Daily Nugget

Blue Chips Are Back

In 2008, at the height of The Great Recession, Warren Buffett famously said “Price is what you pay. Value is what you get.“ Fourteen years later, with the market experiencing significant losses, it is worth revisiting those words.
Daily Nugget

Regional Banks We’re Watching

The financial sector is entering a period of seasonal strength, further fueled by rising interest rates. Regional banks have been outperforming their larger peers by a solid margin. We look for a combination of value and growth, focusing on key regional players on the East Coast ($TFC) and the West Coast ($CCB).