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Month: April 2022

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Canadian Pacific – My Biggest Supply Chain Bet (NYSE:CP)

April 4, 2022 admin 0

Stefonlinton/iStock Editorial via Getty Images Introduction On February 24, 2022, I wrote my most recent article covering railroad giant Canadian Pacific Railway Limited (NYSE:CP), which is one of my largest long-term holdings. The stock has […]

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Twitter Stock: Elon Musk To The Rescue (NYSE:TWTR)

April 4, 2022 admin 0

Maja Hitij/Getty Images News The biggest news of the day was Elon Musk acquiring 9.2% of the struggling social media site. The news that Musk apparently wants to take a crack at improving Twitter (NYSE:TWTR) […]

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FLEETCOR: Low Valuation For This Compounder (NYSE:FLT)

April 4, 2022 admin 0

max-kegfire/iStock via Getty Images Summary We like to buy profitable growth stocks with fortress balance sheets trading at below market multiples. We have two model portfolios of mostly compounders, both up materially year to date […]

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ITB: 4 Reasons To Consider Buying This ETF

October 23, 2025 0

ITB: 4 Reasons To Consider Buying This ETF

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Taylor Morrison Home Corporation (TMHC) Q3 2025 Earnings Call Transcript

October 22, 2025 0

Follow Play Earnings CallPlay Earnings Call Taylor Morrison Home Corporation (NYSE:TMHC) Q3 2025 Earnings Call October 22, 2025 8:30 AM EDT Company Participants Mackenzie Aron – Vice President of Investor RelationsSheryl Palmer – Chairman, President […]

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