Dec 3, 2013 by Mark LinWhy Drivers Drive the Profitability of Uniform Rental CompaniesDriver productivity and the quality of customer service they provide have a significant impact on the profitability of uniform rental companies. The former is a bigger factor, in my opinion.
Dec 2, 2013 by Mark LinWhy Cops Are This Company's Biggest CustomersTASER's non-lethal weapons and on-officer video solutions are perfect insurance for law enforcement agencies leery of lawsuits and citizen complaints.
Nov 22, 2013 by Mark Lin2 Keys That Help This Company Survive Federal Budget CutsCompanies that can compete successfully on price and manage their costs should still do well despite federal budget cuts.
Nov 19, 2013 by Mark LinIs Southwest Still the Cheapest Airline Around?A new study suggests it's losing ground to lower-priced competitors -- but those findings overlook a few important facts.
Nov 19, 2013 by Mark LinA Younger, Newer Fleet Gives This Aircraft Lessor The EdgeAdvanced technology makes newer planes more fuel-efficient -- and Air Lease has a much younger fleet than its rivals.
Nov 15, 2013 by Mark LinWhy Large Business Jets Will Rule the SkiesAs larger, longer-range business jets grow more popular with buyers, one stock in particular stands to benefit the most.
Nov 14, 2013 by Mark LinA Margin Improvement Story in the MakingBranded food manufacturers are placing a strong emphasis on product innovation and cost management to make it through the difficult food retail environment. Kraft’s margins have yet to fully reflect the results of its efforts, making it an attractive margin improvement story.
Nov 13, 2013 by Mark LinWhen Boeing and Airbus Fight Over Airplane Seats, This Stock WinsMeet B/E Aerospace, a key player helping airlines cut costs and boost efficiency.
Nov 7, 2013 by Mark LinHow Middleby Can Gain from Restaurants' ProblemsCost management is increasingly important in a challenging restaurant environment, favoring manufacturers, like Middleby, of food service equipment that help to save on labor and energy costs.
Nov 6, 2013 by Mark LinDo Bigger Ships Mean Larger Profits? The cruise company with the largest ships is not necessarily the most attractive investment candidate. Investors should instead focus on market leader Carnival, more profitable than its peers due to its scale.
Nov 5, 2013 by Mark LinCan Bricks Beat Clicks In Groceries? Brick-and-mortar food retailers are likely to stand their ground against new online grocery entrants because of their scale and late-mover advantages.
Nov 5, 2013 by Mark LinWhy This Stock Wants to Help You Keep The Lights OnGenerac could benefit from more U.S. homes' interest in installing standby generators.
Oct 31, 2013 by Mark LinWill Publishers Survive the Digital Revolution?Publishers that focus on niche categories and have already made their forays into digital publishing will survive the digital revolution.
Oct 29, 2013 by Mark LinCan Boeing and Its Suppliers Succeed by Teaming Up?Stronger suppliers will benefit more from Boeing's “Partnering for Success” program.
Oct 29, 2013 by Mark LinAre These Industrial Distributors Under Siege?New competition from Amazon.com likely won't drive these companies into extinction.
Oct 28, 2013 by Mark LinThis Company Does Not Fear CyclicalityWhy ups and downs don't leave boat maker Brunswick feeling seasick.
Oct 25, 2013 by Mark Lin1 Airline Cutting Through the Industry's Headwinds A strict top-down approach will lead investors to miss out on profitable investments, given that there are still attractive opportunities in unattractive sectors like airlines.
Oct 24, 2013 by Mark LinThis Apparel Company Does Not Have a Sustainable MoatInvestors tend to equate brands with customer captivity, this is not necessarily true as competitors are equally able to differentiate or brand their products in most cases.
Oct 24, 2013 by Mark LinWhy This Trucking Contender Is Just the Right SizeUniversal Truckload Services hits the sweet spot between its larger and smaller rivals.
Oct 24, 2013 by Mark LinPolarizing Fortunes in the Leisure Vehicle IndustryNot all companies in the same industry or sector are created equal, the bottom-up approach still works the best when it comes to investing.