Topic Archives: WESCO (WCC)

This article was originally published on February 10, 2022, but we continue to get questions about variations of this ad so we’re re-posting it here. What follows has not been updated or revised, other than the disclosures. I always like reading the pitches from Dan Ferris, I guess partly because he cultivates the mien of […]

Merry Christmas, Happy New Year and a lovely solstice and holiday season to you, whichever traditions you choose to embrace.  It’s awfully dark and cold here in New England as the year begins to turn, and I hope you’ve got enough love and friendship to keep you warm… I’m having a nice end of the […]

Let’s start with the bad news this week. Activision Blizzard (ATVI) is a pretty reasonably valued company, valued at about 20X forward earnings now and with a predicted earnings growth rate (by the average analyst) in the 10-15% neighborhood. It’s one of the dominant game publishers in the world, it’s a large company (market cap […]

It’s pretty clear that the big picture narrative that the stock market cares about most is inflation, and, more importantly, the impact that rising inflation — at least if it’s not “transitory” and instead sticks around — will have on future interest rates and the ongoing spigot of free money that has supported stock prices. […]

So… what’s happenin’ this week? I’m still wrapping my head around whether or not I’m interested in building a position in Coinbase (COIN) (or Voyager (VYGR.CX, VYGVF), or other brokerage/exchange companies in the cryptocurrency space), so I’ve been curious to watch the shares of COIN slowly drift down as Bitcoin prices fall from their highs. […]

I don’t know what’s going to happen to interest rates, taxes, GDP growth or the stock market, all of which are intertwined, but right now the sentiment expressed by the market seems still to be vaccine-driven optimism about economic recovery from the pandemic, which implies that the renewed push to speed up vaccinations will lead […]

Comments

  • Thank you for discussing WCC again, Travis. I saw the Barrons article and was pleased to see it confirmed your value the...

  • The only real traditional "industrials" I own right now are WESCO (WCC) and 3M (MMM), both of which are still in buy ran...

  • Travis. Thanks to you, I bought WCC and it has done well for me....

  • Trade Note: Today I cleared out my position in Yellowstone Acquisition (YSAC) and added some to my YSAC warrants (YSAC...

  • I haven't changed my mind since I added in the post-earnings diop, but will share some additional thoughts tomorrow....

  • Trade Note: Add-on buy today, as the drop on earnings brought down shares of WESCO to a more attractive level this morn...

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