A Jew and His Money

FIVE MORE WINNERS to open the week! – Including 450% and 316%! And an Encore Performance from the Frenchman (VMI, LEVI, AVY, XHB, ATKR, RCII)

Posted on June 21, 2021

We can barely catch our breath with all this money flying around! So let’s get to it. We’re closing down a bevy, and we’re starting out with LEVI. Our LEVI...

Paint Your Wagon (XPEL)

Posted on June 14, 2021

We’re going straight for the jugular today, with a downside bet on the folks who coat, paint and spill filmy glazes all over your car, XPEL, Inc. (NASDAQ:XPEL). There’s not...

Plastic Surgery: Watch SEE Stock Go Under the Knife (SEE)

Posted on June 7, 2021

Today we examine the bizarrely named Sealed Air Corporation (NYSE:SEE), makers of air-tight packaging for the food industry as well as bubble-wrap (and similar) to protect everything else you send...

A Cold Day in Hell! – Watsco Stock Meets its Maker. (WSO)

Posted on May 31, 2021

Watsco (NYSE:WSO) is in the business of cooling and heating apartments, houses and commercial buildings – and refrigerating nearly any size room you need to chill. That’s right, Shane. Watsco’s...

When the G-d of Israel Strikes the Construction Industry (MTZ)

Posted on May 24, 2021

You don’t want to be too close… That said, we’re looking at an infrastructure trade today, and targeting a company that contracts primarily with utilities. The outfit is Florida based...

Overbought Equity Mistaken for UFO! (TXT)

Posted on May 10, 2021

Note to Subscribers – due to the holy convocation of Shavuot, next week’s A Jew and His Money will not be published (May 17th). A Jew and His Gold will...

Calling All Aspiring Cosmeticians (EL)

Posted on May 3, 2021

We begin with the following mantra – “Make-up, hair spray, skin cream, smells!” Repeat. Remember also to focus equally on the physical and character deficiencies of your customer. And never...

We’re Loading Up Our Woodies On The Short Sale Side … (UFPI)

Posted on April 26, 2021

We’re following up on Matt McAbby’s call from last week in the homebuilder sub-sector by zeroing in on the lumber producers themselves – a group that has profited wildly from...

Consultants of Swing (FCN)

Posted on April 19, 2021

This week’s trade is a fine one – if you’re a fan of fine. It doesn’t offer the world, but it does get you a very large payout for your...

Hey, Kids! Look What Happens When You Stick a Screwdriver Into a Plug Socket! (ATKR)

Posted on April 12, 2021

Atkore Inc. (NYSE:ATKR) is one of those companies you never heard of, that actually produces things people need. They manufacture and distribute just about everything connected with electricity, including the...