Articles tagged as


  • Signal from Noise
July 1, 2020

Like many small caps, Simply Good Foods (SMPL) saw its stock get whacked in the coronavirus panic in March, down about 50% at one point to $14 from $30 last September.  The market abandoned small caps en masse—normal under stressful times—even companies with strong potential,...

Post COVID-19, Simply Good Foods Stock Looks Appetizing
  • Portfolio Strategy
June 12, 2020

Despite Pullback, Earnings Revisions Support Rally Continuing

Given last week’s pullback, I remind investors to keep your eyes on the bigger target, the horizon six, 12, and 18 months away. Our work tells us that equity markets will be higher in the future. Additionally, from a positioning standpoint our proprietary sector single stock quantitative stock models still...