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Blog Posts (free content)

December 30, 2019

Summary:

- DuPont stock has underperformed the broader market since Corteva was spun off in mid-2019.

- I believe that the announced deal with International Flavors & Fragrances will turn out to be a catalyst for the stock.

- I hold a sizable position in DuPont, and I ha...

December 9, 2019

Summary:

- Xinyuan Real Estate reported lackluster Q3 2019 results that were not well-received by the market.

- Q3 2019 turned out to be tough period of time for this Chinese real estate company, and it may take awhile before business prospects really begin to improve.

-...

December 4, 2019

Summary:

- Wabash stock has underperformed the broader market so far in 2019, but there are reasons to remain bullish.

- It reported Q3 2019 results that showed significant YoY improvements. Additionally, the company's newest operating segment continues to report promisi...

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