I had a surprisingly bad experience at a certain investing website that accepts user submissions and I thought I would speak of it. Last week I spoke highly of BorgWarner and thought a wider audience might benefit from my views, so I submitted my last post to them. I proposed that the equity was worth […]
My faithful readers will recall that I thought Garrett Motion, maker of turbochargers and related auto parts, was an attractive investment, and indeed it was until the tariff monster was awakened. And while I was looking at it, I compared it to BorgWarner, another company in the auto parts sector, which had comparable R & […]
Garrett Motion Inc. is a maker of turbochargers, compressors, and related technologies that offers an earnings yield of upwards of 13% that looks sustainable for the foreseeable future.
Ingevity: Restructuring of input supply dependencies may be effective, but too early to tell, so the stock is speculative.
Clearwater is a paper company offering a high free cash flow yield.
DXC Technology Company is a provider of IT outsourcing services to other corporations, and it has been going through a rough patch over the last few years as shown by a dramatically declining share price. Investors have been holding out for a turnaround from the introduction of new management over this period, and perhaps at […]
Greif is a packaging company that has a global operation to make industrial packaging out of steel and plastic, and a similarly-sized operation to make paper packaging in the United States, and also a line of paper goods. Based on its recent performance it appears to be attractive, but the results of the first quarter […]
Tegna stock has a free cash flow yield of 18% or more and seems to be underpriced.
Have you, like me, ever wondered how you might derive the zero curve from the par yield curve but don’t know where to start? If so, I have good news for you. The yield curve, or more formally, the term structure of interest rates, is a vital tool for any fixed income analyst, and also […]
I was watching the latest hearing of Jerome Powell before the Senate Banking committee (as one does), and as expected the Democrats were congratulating themselves on unemployment being so low and workers finally having enough bargaining power in the labor market to acquire higher real incomes for the first time in forever. And then both […]