Five Ideas: Abercrombie & Fitch, Brown-Forman, Canadian Solar, Kohl's, Sibanye-Stillwater
Post-Earnings Updates and Quick Idea Theses
We highlight five companies that have reported earnings in recent days and might be of interest to value-oriented investors. We focus on businesses where a credible valuation case can be made; we avoid companies where optimism has already pushed the shares to such heights that prospective returns seem likely to disappoint.
An overview:
Abercrombie & Fitch…