Archive - Monte Independent Investment Research

ThePeachPit Model Portfolio Vol. XXXVIII: Growth For All

Going forward, I will be gradually migrating to the new nameplate: Monte Independent Investment Research.

Nov 19 •

Monte Investments

Kennametal Inc. (NYSE: KMT): Industrial Revolution 2.0 Primed For Takeoff

We’ll be sticking with the industrials theme in this week’s newsletter with Kennametal Inc.

Nov 15 •

Monte Investments

ThePeachPit Model Portfolio Vol. XXXVII: Total Market Euphoria

We’re off to a euphoric week for stocks and cryptocurrencies, once the market realized its best post-election return.

Nov 12 •

Monte Investments

Orion Group Holdings (NYSE: ORN): Constructing The Future

This week’s report comes to you by request of a premium subscriber.

Nov 8 •

Monte Investments

ThePeachPit Model Portfolio Vol. XXXVI: AI-Powered Economy

Today is the day everyone has been waiting for.

Nov 5 •

Monte Investments

STAG Industrial (NYSE: STAG): Industrial Revolution 2.0

This week’s report will be taking a look at STAG Industrial (NYSE: STAG), an industrial REIT that operates across 40 states.

Nov 1 •

Monte Investments

October 2024

ThePeachPit Model Portfolio Vol. XXXV: Business Viability = Growth

Operational update: I will be changing the nameplate of ThePeachPit in the coming weeks and will announce the name closer to the date.

Oct 29 •

Monte Investments

3M (NYSE: MMM): More Than Just Taping Operations Together

A few years ago, analysts were arguing over the type of recovery the economy will undergo post-C19.

Oct 25 •

Monte Investments

ThePeachPit Model Portfolio Vol. XXXIV: The Beginning Of New Beginnings

The yield curve is suspiciously flattening with the dispersion between the 10-year and the 3-month tightening to -43.5bps.

Oct 22 •

Monte Investments

Carpenter Technology Corp. (NYSE: CRS): High Growth Potential Outside Of Tech

Carpenter Technology Corporation (NYSE: CRS)

Oct 18 •

Monte Investments

ThePeachPit Vol. XXXIII: Shifting Winds

If you cannot hit the target, move the target.

Oct 15 •

Monte Investments

DXP Enterprises (NASDAQ: DXPE) Positioned For Reshoring

As we near the 2024 presidential election, promises are being made for a more prosperous economy to fix what appears to be faltering.

Oct 11 •

Monte Investments

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