Articles by Thomas Hughes

Thomas got his start with the markets while working as a Chef. In 2005 a chance invitation to attend the seminar “How To Buy And Sell Your Own Stocks” altered his worldview. Soon trading and stocks consumed his every waking moment to the point of excluding all else. Thomas now enjoys a much different lifestyle engaged in his true passion, uncovering great investments. Contact Thomas Hughes via email at [email protected]

Thor Industries (NYSE:THO) just reported a strong quarter and improved guidance and I am not surprised. The #vanlife is a wildly popular and rapidly growing phenomenon

FedEx (NYSE:FDX) and UPS (NYSE:UPS) are emerging as a pair of multi-story plays. Not only have the two been successfully increasing pricing their businesses have been accelerated by the pandemic and more.

Costco’s strength was no surprise, not really. The company delivers regular monthly updates that foreshadowed the Q4 results only the analysts were too cautious

Cal-Maine (NASDAQ:CALM) investors haven’t had an easy time of it over the past quarter. The stock was set up to advance on an expectation of dividend reinstatement but events out of anyone’s control had the oppositive effect.

Six months past the start of the economic shut-down, omnichannel retailers like CarMax (NYSE:KMX) are riding a rising tide of demand that is fueling not only profits but growth.

eCommerce has emerged as not only a lifeline, but a growth opportunity and Nike (NYSE:NKE) is cashing in on it. The company just reported 3Q earnings and blew the consensus right out of the water. W

At first glance, Steelcase (NYSE:SCS) might seem like a great pandemic-stock. It’s a furniture maker, after all, and the furniture industry is booming from strong home-improvement demand.

The chart of UPS (NYSE:UPS) looks like a stock about to pop. The stock has been trending in a tight range at an all-time high for weeks and the indicators are setting up nicely.

General Mills (NYSE:GIS) has a few things going for it that make it a Buy before it reports earnings later this week. Among them are its positioning as a safe-haven consumer staples brand

The Consumer Discretionary Sector has rebound as strongly as any other in the market. Up nearly 100% from its low, the Consumer Discretionary SPDR (NYSEARCA:XLY) is a tale of two markets.

Shares of Walmart (NYSE:WMT) hit an all-time earlier this month driven by rising revenue, growing profits, and tailwinds from the pandemic.

Overstock.com (NASDAQ:OSTK) is an interesting story. The company, a leader in eCommerce/home furnishings, has suffered from market malaise for years and its foray into cryptocurrency didn’t really help.

Domino’s Pizza (NYSE:DPZ) has a long history of analysts upgrades. Since the first quarter of 2020 there have been at least 25 major analysts calls and they are all bullish.

On Friday, July 28th a press release from Eastman Kodak (NYSE:KODK) announced the company had been granted a letter of intent from the U.S. International Development Finance Corp.

I think it is unlikely that electric vehicles will ever account for 100% of the market but it is assured the market for EV, and market share, will continue to grow. At only 2.6% of the world’s auto fleet and 2.4% of sales (2019 figures), there is quite a bit of room to grow.

NIO Limited (NYSE:NIO) is a Chinese-based manufacturer of EV vehicles with astronomical growth in the forecast. The company is on track for high double-digit gains in 2020

Adobe Inc (NASDAQ:ADBE) is slated to report Q3 earnings after the close of trading. I am here to tell you the company is a buy both before and after it reports.

Homebuilder Lennar (NYSE:LEN) reported 3rd quarter results after the bell on Tuesday and gave investors everything they asked for and more. Almost.

The Electric Car market is going to be huge. If even only 10% of all cars globally go EV we’re still talking about exponential growth over the coming years.

There is still a lot of weakness in the labor market, don’t get me wrong, but the labor market is still strong and the rebound is on.

Zumiez Inc. (NASDAQ:ZUMZ) produced a surprising 2nd quarter in more ways than one. The company is heavily reliant on brick&mortar not to mention malls so was not expected to rebound very strongly but it did.

Kroger (NYSE:KR) has been at the forefront of the pandemic rebound and is no danger of losing its position. The stock is up more than 30% from the pandemic bottom, revenue is still accelerating,

What this means for the market is astounding. Not only is the trajectory of earnings growth positive, as in negative growth is expected to shrink in the 3rd and 4th quarters, but negative growth is also expected to turn positive and accelerate in 2021.

It’s risky to access the Internet, there are bad people with sophisticated programs just waiting for a target, which is why security companies like Zscaler (NASDAQ:ZS) are doing such good business.

Shares of Lululemon Athletica (NASDAQ:LULU) are down another 5% in premarket trading bringing the stock dangerously close to correction territory.

Casey’s General Stores (NASDAQ:CASY) just delivered its fiscal Q1 ended July 31st. The report can only be called mixed for this convenience store,

Nikola (NASDAQ:NKLA) caught my attention earlier this year for a couple of reasons the number one being its position as competition to Tesla (NASDAQ:TSLA).

That situation led to a historic market melt-up that is yet to play-out despite this correction because the analyst’s projections are still too low.

Share’s of Tilly’s (NYSE:TLYS) went on a wild ride following the 2Q earnings release. The news wasn’t all that great, not compared to what we’ve seen from other retailers,

The opportunity for investors is two-fold. On the one hand, share prices offer a value, often a deep-value, over comparable stocks. On the other, high short-interest will fuel a sharp short-covering rally in these beaten-up names once the bulls regain control.

I've had my eye on Nautilus, Inc (NYSE:NLS) for some time. The stock came up on my radar early in the pandemic as a winner in fitness from stay-at-home trends and its performance in the time since can only be described as phenomenal.

Ambarella (NASDAQ:AMBA) made a name for itself providing chips and technology for GoPro’s (NASDAQ:GPRO) popular line of digital, connected, cameras.

Campbell Soup Company (NYSE:CPB) is one of the best stories coming out of the pandemic. The company had its brand reinvigorated, saw demand surge across all segments,

After months of steady gains, fear that dried-up stimulus money will cut into revenues has profit-takers and bears both pressuring shares lower. And stay-at-home winner The Michaels Companies (NASDAQ:MIK) is no exception.

If there was ever a need for businesses to adopt technology it is now and the cloud is where the growth will be strongest.

To look at the pre-market action you’d think Shoe Carnival (NASDAQ:SCVL) just died. The stock is down more than 12% putting it deep into correction territory and well on its way to a bear market.

Retailers like Macy’s (NYSE:M) got hit hard during the pandemic. The company is heavily dependent on brick&mortar, mall traffic, and economic opening so the 2nd quarter loss is no surprise.

If you have doubted the impact of COVID-19 on the economy and how we function the Zoom Video (NASDAQ:ZM)  2Q results should put those doubts to rest.

It was less than a month ago that Rackspace (NASDAQ:RXT) re-IPO’d with little fanfare. The company, a leader in cloud-computing software and migration, began its first day of trading

Eaton Corporation (NYSE:ETN) was not immune to the pandemic. The company is a maker of electrical components for business, industry, and residential use, and its markets were hit hard.

Looking at Big Lots (NYSE:BIG) second-quarter report I can find absolutely no reason why the stock tanked 10% after its release. Looking into the company’s expectations

VMware’s (NYSE:VMW) business isn’t an exact match to Salesforce.com but it was nonetheless no surprise to hear it reported strong earnings too.

I don’t have a lot of time so I am going to cut right to the chase. The consumer staples sector has been one of if not the hottest sectors during and since the pandemic began

Williams-Sonoma (NYSE:WSM) reported earnings on Wednesday after the bell and beat the consensus estimates on all counts.

There are many reasons why Hormel Foods (NYSE:HRL) stock has done so well during the pandemic. To start, the company is a blue-chip consumer staple with a long history of steady, even returns.

It was really no secret that Dick’s Sporting Goods (NYSE:DKS) was going to report a blowout quarter. The company is among a pantheon of retailers supported by COVID-related trends including stay-at-home,

Investors looking to avoid the risk of hype-driven markets would do well to consider the healthcare sector. While the market is chasing after pandemic winners, at the risk of getting in too late,

some of the companies less well-positioned for the pandemic, those that felt the need to suspend their payments, are emerging from the crisis in good condition and reinstating the distribution. And their shares are poised to move higher.

Flexsteel Industries, Inc. (NASDAQ:FLXS) is a small-cap play on accelerating home-improvement trends that is positioned for growth in fiscal 2020.

The expectation that Palo Alto Networks, Inc. (NASDAQ:PANW) would beat the consensus were very high going into the fiscal Q4 earnings release.