Are The Steel Bulls Still In Charge?
Steel stocks had a terrific year. The rally has been boosted by rising prices and protectionist measures in the US and EU. A possible Trump infrasstructure bonanza could provide further […]
Sell-Off In Ellie Mae Provides An Opportunity
The shares of mortgage software provider Ellie Mae have sold off strongly on rising bond yields. While the shares are still anything but cheap (especially on a GAAP basis), we […]
The Sell-Off In This REIT Is Overblown, Take Advantage
Here is a REIT that has two reasons of being out of favor. Rising bond yields. And fear the incoming government won’t be as friendly to alternative energy as the […]