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Greenbrier Companies (NYSE: GBX); A Cyclical Strategy
We will be sticking with the transportation sector this week with coverage of The Greenbrier Companies (GBX), a company entrenched in the railroad…
15 hrs ago
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ThePeachPit
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ThePeachPit Model Portfolio Vol. XXI
After months of anticipation, I have compiled my short list of high-conviction names. This is a more condensed version of ThePeachPit Model Portfolio…
Jul 23
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ThePeachPit
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Ryder Systems (NYSE: R)
Today’s report will cover Ryder Systems (NYSE: R), a familiar name for those that like to put some heavy miles on the interstate. I recently covered…
Jul 19
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ThePeachPit
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ThePeachPit Model Portfolio Vol. XX
The print is out, the news is in. Deflation has begun… Sort of. On a SAAR basis, CPI declined by 10bps for the month of June. Some of the major…
Jul 16
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ThePeachPit
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Ubiquiti Networks (NYSE: UI)
This week’s single-name stock report is sponsored by NoBell Trading, one of the most successful private investment groups on Discord. The group is run…
Jul 12
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ThePeachPit
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ThePeachPit Model Portfolio Vol. XIX
This week’s economic calendar is very backloaded with the latest CPI & PPI readings coming out on Thursday & Friday, respectively. In additional to…
Jul 9
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ThePeachPit Model Portfolio Vol. XVIII
ThePeachPit will be taking time off this coming Friday and will be back next Tuesday, July 9, 2024. As we will observe the 4th of July this week, I will…
Jul 2
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ThePeachPit
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June 2024
GE Vernova Deep Dive (NYSE: GEV)
GE Vernova was a carve-out from General Electric Company (NYSE: GE) to separate the power, electrification, and digital technology segments into a…
Jun 28
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ThePeachPit
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ThePeachPit Model Portfolio Vol. XVII
This week is a moderately slow economic week with the finalized quarterly GDP reading coming out this Thursday, June 27, 2024. Economists are…
Jun 25
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Western Midstream Partners Deep Dive (NYSE: WES)
This week we will be reviewing Western Midstream Partners (NYSE: WES), an MLP midstream operator with core assets located in the Delaware Basin in the…
Jun 21
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ThePeachPit Model Portfolio Vol. XVI
Last week we experienced a softer-than-expected inflation reading with the rate of change up 3.3% annualized. Though this was just below my…
Jun 18
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ThePeachPit
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Patterson-UTI Energy Deep Dive (NASDAQ: PTEN)
This week we will be looking at Patterson-UTI (NASDAQ: PTEN), an independent contract drilling company based in the US with rigs panning most major…
Jun 14
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