Rocky Brands Is Still Performing, But Q4 Will Definitely Show Tariff Impacts

Group 1 - The investment strategy focuses on long-only investment, evaluating companies from an operational and buy-and-hold perspective [1] - The approach does not prioritize market-driven dynamics or future price action, instead emphasizing the long-term earnings power of companies [1] - Most recommendations will be holds, indicating a cautious stance in a bullish market, with only a small fraction of companies deemed suitable for purchase at any time [1] Group 2 - The analysis aims to provide important information for future investors while maintaining a healthy skepticism towards market optimism [1]