Nortek Inc.

• Intentional Investing : Tough Love on Housing Recovery (Part 1)

  By Penny Czarra - April 12, 2013 | Tickers: AOS, AAON, EMR, FBHS, GNRC, IR, LII, LXU, NTK, WHR

  I am actually quite enthusiastic about the current economic trend in "housing." There is an obvious discrepancy between housing inventory and housing demand. "Households" are even beginning to form again. I believe this "recovery" is real, but just not as robust as many would have us think. 

  Demographic shifts are definitely at work and I want to consider these before making any investment decisions. The "new normal" would suggest that more »

• Intentional Investing : Tough Love on Housing Recovery (Part 1)

  By Penny Czarra - April 8, 2013 | Tickers: AOS, AAON, EMR, FBHS, GNRC, IR, LII, LXU, NTK, WHR

  I am actually quite enthusiastic about the current economic trend in "housing". There is an obvious discrepancy between housing inventory and housing demand. "Households" are even beginning to form again. I believe this "recovery" is real, but just not as robust as many would have us think. 

  Demographic shifts are definitely at work and I want to consider these before making any investment decisions. The "new normal" would suggest that more »

• Intentional Investing : Can I Actually EARN Something From The Housing Recovery ?

  By Penny Czarra - February 25, 2013 | Tickers: AOS, AAON, ADT, AMWD, APOG, AWI, BECN, BLDR, CSTE, CLGX, EXP, ELLI, FBHS, GNRC, GFF, HW, HD, JHX, LII, LOW, LXU, LL, LEDR, MLM, MAS, MOVE, NCS, NTK, OC, PFIN, PATK, PGTI, PPG, NX, RPM, SHOS, SNA, SWK, TXI, VAL, TTS, USCR, USLM, URI, UFPI, USG, VRSK, VMC, WSO, Z

  I don't like "noise". I try to avoid it whenever / wherever I can.

  Yep , call me what you want, but I'm a "retail investor". I know this to be true because everyone (and I mean Everyone) is always trying to sell me something. This means high decibels and lots and lots of BOLD PRINT.

  "Renovation Nation". "Renters Nation". "Housing Recovery". "The ONE sure, market-beating stock for your Long-Term more »

• Are Investors Ignoring this Key Asset Class?

  By Justin Carley - December 7, 2012 | Tickers: AMZN, FCX, DVY, IWM, MMR, NTK

  There has been enormous hype this year regarding dividend stocks and with good reason.  Dividend paying stocks tend to outperform the S&P 500 by about a 1-2% over long holding periods.  With dividend yields on many blue-chips well beyond their respective bond yields, many have started to consider moving away from investment grade bonds in favor of their equity equivalents.  This is likely a prudent move for those that more »

• 5 Stock Picks from Gates Capital Management

  By Meena Krishnamsetty - September 25, 2012 | Tickers: DAR, DVA, MHFI, NTK, SNA

  Jeffrey Gates founded Gates Capital Management in 1996 after a career researching and selling high-yield bonds and currently serves as the fund’s portfolio manager. Gates is an event-driven investor who seeks to identify “dislocation events” at public companies that create cash flow and sustainable value. Read on for analysis of five of the fund’s top holdings.

  Gates reported owning 2 million shares of Nortek (NASDAQ: NTK), the fund more »