Keith Smith's Bonhoeffer Fund returned -4.4% net of fees in the first quarter of 2022 compared to a return of -6% for the MSCI World ex-US Index. Bonhoeffer specializes in finding uncovered international small caps trading at deeply discounted valuations. According to a copy of the firm's letter, which ValueWalk has been able to review, […] Read More
Retail Isn't Dead, It's Just Hurting The retail sector has had a hard time of it the last few months but now there are some opportunities emerging. Companies like Skechers (NYSE:SKX) and G-III Apparel (NASDAQ:GIII) corrected more than 35% on mounting fears of narrowing margins and slowing sales but those fears were misplaced. Now, with […] Read More
RF Industries Rockets Higher On New Orders RF Industries (NASDAQ:RFIL) has been a sleeper play on 5G for some time but that play is waking up. The company just announced a new order from a new client they describe as a "North American Wireless Carrier" whose working on building out its 4G/5G infrastructure. What this […] Read More
Procter & Gamble Stock Continues to Be Resilient Despite Turmoil P&G's products are not very price sensitive. The stock is less volatile than the broader market. The long-term economics of the company remain intact, making it an attractive stock. Procter & Gamble (NYSE:PG) is an American multinational consumer goods company known for brands such as […] Read More
Quidel Corporation (NASDAQ:QDEL) is a diagnostic testing company. Although it covers other important areas such as flu, respiratory, viral and herpes testing, it was "put on the map" by COVID-19 tests after 2019. Earnings jumped more than tenfold in 2020 to $18.60 a share, up from $1.73 a share in 2019.* They "declined" slightly to […] Read More
Spirit Airlines Incorporated (NYSE:SAVE) rose 244 ranks to the 90th spot most held security by retail investors that have linked their portfolio with Fintel ahead of the upcoming special June 30 shareholder meeting to determine which of several suitors will buy the company. The meeting was initially created to vote on a Frontier Group (NASDAQ:ULCC) but got […] Read More
