Please ensure Javascript is enabled for purposes of website accessibility
Value Investor
Wealth Building Opportunites for the Active Value Investor

May 11, 2020

Two portfolio stocks reported earnings and have rating changes.


LGI Homes (LGIH) moves from Strong Buy to Buy.
Voya Financial (VOYA) moves from Buy to Strong Buy.
• Portfolio Stocks Beginning Run-ups
• Portfolio Stock Summary


LGI Homes (LGIH) is rapidly approaching price resistance at 75, where the stock could pause or pull back below 65, depending on the temperament of the broader stock market. I’m therefore moving the stock from Strong Buy to a Buy recommendation. Unless the earnings outlook improves, I will remove LGIH from the Growth Portfolio as it nears its February all-time high of 95. Buy.


Voya Financial (VOYA) appears ready to begin a new run-up, mirroring the price charts of many investment and insurance/annuity companies’ price charts, and also that of the S&P 500. I’m therefore moving VOYA from Buy to a Strong Buy recommendation for growth investors and traders. Strong Buy.


Broadcom (AVGO 275 – yield 4.7%) has some price resistance at 290, and again at 320. Buy.

General Motors (GM 24) – A breakout past 24 could carry GM to 27 or 30, depending on economic news and price action in the broader market. Strong Buy.

Marathon Petroleum (MPC 33 – yield 7.0%) – No obvious price resistance; lots of upside. Strong Buy.

NV5 Global (NVEE 46.5) – Possible pending breakout above 48. Strong Buy.

VanEck Vectors Oil Refiners ETF (CRAK 21) – There’s some price resistance at about 25-26. Buy.


Investors have been asking me to create a new Portfolio Stock Summary. I will include this within future weekly and monthly issues of Cabot Undervalued Stocks Advisor.

cusa table