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Post Properties – Millennials Driving Steady Growth
Post Properties, Inc. is a self-administrated and self-managed equity real estate investment trust (REIT). The company’s segments include Fully stabilized (same store) communities, which includes...
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Tailored Brands Inc. – Game Of Loans
Tailored Brands, Inc. is the old Men’s Wearhouse. The company is an apparel retailer offering suits, suit separates, sport coats, slacks, business casual, sportswear, outerwear, dress shirts, shoes...
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NexPoint Residential – Demographics Driving Growth
A couple weeks ago, I published a post about Post Properties here. I have received questions about my investment thesis. I explained in the post that I believe the massive amount of student loan debt...
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Wal-Mart Just Declared War On Amazon
On January 7th, I posted my first article about Wal-Mart. I posted another on March 23rd. You can read these here and here. Wal-Mart has performed well this year. It is up 19.6% YTD. The market is up...
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Liberty Global’s LiLAC Group
LiLAC was spun off as a tracking stock from Liberty Global last year. LiLAC is a provider of video, broadband Internet, fixed-line telephone and mobile services. After being spun off, it acquired Cable...
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Tribune Media Continues To Trade At Massive Discount
Overview: I like Tribune Media Company at $36. I’ve owned it for almost a year and I continue to believe that it is trading at a substantial discount. Tribune is asset rich and is beginning to monetize...
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Hain Celestial – Is It Your Cup of Tea?
Overview: The Hain Celestial Group, Inc. (HAIN) produces, distributes, markets, and sells various natural and organic foods as well as personal care products with operations in North America, Europe...
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Under Armour – Chasing Down Nike
Overview: Under Armour, Inc. develops, markets and distributes branded performance apparel, footwear and accessories for men, women and kids. The Company’s segments include North America, consisting...
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Restoration Hardware – Taking The Road Less Traveled
Overview: Restoration Hardware Holdings, Inc. is a retailer in the home furnishings marketplace offering furniture, lighting textiles, bath ware, decor, outdoor and garden, as well as baby and child...
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Tailored Brands – Making Your Portfolio Look Good
On July 27th I published a post outlining why I thought Tailored Brands was deeply undervalued. Since then, the stock has nearly doubled. The market is up about 4% over that same time period. I want...
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