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16 hours ago | 
seekingalpha.com | Jeffrey Fischer
May 14, 2025 11:59 AM ET, , , , , , , , SummaryU.S. stock markets have rebounded from trade policy turmoil, driven by retail investor resilience and a thaw in U.S.-China trade tensions. Despite my initial bullish predictions for 2025, current S&P 500 earnings estimates have declined, and I expect economic challenges ahead. Supply chain issues could cause further economic instability, making both the stock market and the U.S. Dollar vulnerable.
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5 days ago | 
seekingalpha.com | Jeffrey Fischer
May 09, 2025 5:52 AM ET, , SummaryPZA:CA offers a royalty structure, with unit holders receiving distributions tied to sales of Pizza Pizza and Pizza 73 chain in Canada. Canadian patriotism could boost local retailers like Pizza Pizza, positioning them to gain market share from competing American-based pizza restaurants. Q1 results were okay, but nothing to write home about.
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6 days ago | 
seekingalpha.com | Jeffrey Fischer
May 08, 2025 8:00 AM ET, , , , , , , , , SummaryCanadian equity funds offer great diversification that U.S. investors may not realize, with less technology exposure and higher dividends compared to U.S. counterparts. The iShares S&P/TSX Composite High Dividend Index ETF provides a diversified portfolio with a 5.5% dividend yield. XEI:CA's composition includes less financials exposure than the S&P/TSX 60 Index, but notably higher energy and utilities weightings.
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1 week ago | 
seekingalpha.com | Jeffrey Fischer
May 01, 2025 10:36 AM ET, SummaryIn February, I rated Walmart a Strong Sell due to anticipated negative impacts from U.S. tariffs on Chinese goods. While Walmart is justifiably considered a Consumer Staples company, some purchases are much more discretionary than others. I expect Walmart consumers to cut back on those purchases.
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2 weeks ago | 
seekingalpha.com | Jeffrey Fischer
Apr. 29, 2025 10:30 AM ET, , , , , SummaryInvestor interest in Covered Call funds has grown substantially in recent years. Capital is increasingly piling into these vehicles, represented by rising AUM. I've not previously evaluated GPIQ, which has its own unique characteristics: primarily a ~50% average covered call ratio. GPIQ charges a low expense ratio (versus peers), but it's lower fee versus QYLD is likely attributable to lower covered call exposure.
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3 weeks ago | 
seekingalpha.com | Jeffrey Fischer
Apr. 23, 2025 10:30 AM ETSummaryI initiated coverage on Gentherm in December 2024 with a Hold rating, highlighting its niche in climate-controlled automotive devices but holding concerns over trade policy and recent business weakness. Gentherm's stock has fallen by nearly 50% in the past 4 months, as concerns for the auto sector mount.
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3 weeks ago | 
seekingalpha.com | Jeffrey Fischer
Apr. 20, 2025 10:00 AM ET, , SummaryCanada Goose, a Canadian brand known for its stylish winter coats at premium prices, seems highly vulnerable to an economic downturn. Several competitors may be ready to gobble up the company's sales if middle-class consumers decide to price down. The company's recent results have stayed above water, but have been boosted by a weak Canadian Dollar, which could rebound.
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4 weeks ago | 
seekingalpha.com | Jeffrey Fischer
Apr. 15, 2025 10:30 AM ETSummaryBrunswick Corp.'s stock has dropped significantly, and I've moved from a Sell to a Hold and finally to a Buy after the fallout from the Trump Administration's tariff experiments. With Brunswick being primarily a U.S. manufacturer whose clients are mostly in America, the direct tariff impacts here are fairly limited. Additionally, any continuation of U.S. Dollar weakness would present a tailwind for the company.
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1 month ago | 
seekingalpha.com | Jeffrey Fischer
Apr. 14, 2025 8:00 AM ET, , , SummaryChildren's Place released Q4 2024 results unexpectedly on a Friday; strange timing after a tumultuous week for investors. Despite a 10% sales decline, profitability has improved significantly under new CEO Muhammed Umair, with operating profit turning positive and net losses decreasing. High inventory levels and low turnover remain concerns, but the focus on margins and potential merchandise strategy changes could improve the situation by year-end.
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1 month ago | 
seekingalpha.com | Jeffrey Fischer
Apr. 10, 2025 2:31 AM ET, SummaryCapri Holdings, the owner of Michael Kors, Versace and Jimmy Choo, has seen its stock price in the dumps. Revenue declines, and poor profitability for Versace and Jimmy Choo, suggest that Capri's North American management have been unable to successfully fold these international brands into the main Kors business. CPRI stock recently tumbled as much as -40% on U.S. import tariff fears, and indeed the Michael Kors segment is highly exposed to tariffs.
