Gas Price Mayhem (USA)

With these crazy gas prices, it may be a surprise for many when they may have to change summer plans whether one is planning a road trip or purchasing an airline ticket. The Russo-Ukrainian War of 2022 is only a small contributor to rising gas prices. The real reason actually stems back and this article… Continue reading Gas Price Mayhem (USA)

Yay or Nay: AgroFresh Solutions

DISCLOSURE: THE AUTHOR HOLDS A SIGNIFICANT AMOUNT IN OWN PORTFOLIO. Summary AgroFresh (the Company) receives a Yay rating due to an impressive product portfolio, strong financial profile, and aligned management and board. Our target range is $7.54 – 8.74 per share. Valuation Know that everyone wants to get to the bones first so I’m switching… Continue reading Yay or Nay: AgroFresh Solutions

Yay or Nay: Griffon Corporation

Summary Griffon Corporation (“Company”, “Griffon”) is a multinational conglomerate headquartered in New York City. The company conducts its operations through five subsidiaries: The AMES Companies, ClosetMaid, Clopay Building Products, CornellCookson, and Telephonics Corporation. Griffon has been publicly traded since 1961 and is listed on the New York Stock Exchange as a component stock of the S&P SmallCap 600, S&P Composite 1500, and Russell 2000 indices. Griffon operates as a diversified management… Continue reading Yay or Nay: Griffon Corporation

Yay or Nay: Krispy Kreme (DNUT)

Overview Krispy Kreme is an 83-year old American donut and coffeehouse chain. The company conducts business via 2 main avenues; its fresh shops and hot light theater, grocery and convenience stores, and e-Commerce. The company also owns Insomnia Cookies specializing in warm cookies delivered directly to customers. Net revenues for the past 5 years has… Continue reading Yay or Nay: Krispy Kreme (DNUT)

Yay or Nay: Comfort Systems USA

Company Description Comfort Systems USA (NYSE: FIX) is a B2B, end-to-end service provider of building systems including plumbing, HVAC, and electrical services. Its services cover both new construction and maintenance initiatives. Currently, the company has 35 subsidiaries in over 140 locations across the U.S. We believe that the company’s strong financial profile, competent management team,… Continue reading Yay or Nay: Comfort Systems USA

Yay or Nay: B&G Foods

This company popped up on my screener as I was looking for undervalued, quality stocks in defensive industries. If you’ve read our previous posts, you’ll find that we currently have a negative value on the market and it is increasingly difficult to find undervalued stocks. I won’t be covering this again as you can go… Continue reading Yay or Nay: B&G Foods

Yay or Nay: First Solar

We were dead wrong believing people wanted made in the USA, and it cost us millions. People wanted the lowest price. Mamun Rashid, COO of Auxin Solar which was started in 2008 and has been wrecked by China’s low cost production and economies of scale. Company Overview First Solar, Inc (“Company” or “First Solar”) is… Continue reading Yay or Nay: First Solar