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Dollar general: looking cheap using dcf and comparables

Dollar General's share prices fell by 25% and are trading at a discount according to analysis using comparables and discounted cash flow valuation too...

July 17, 2023, 3:43 am

Compagnie financiere richemont: turnaround story over, but there's still upside

Richemont's turnaround story has reached an end, as the company fully recovered from the pandemic and the LVMH takeover threat evaporated. With a reju...

July 16, 2023, 5:16 am

Flex ltd.: nextracker ipo and enphase microinverter partnership are positive catalysts

Enphase Energy has invested $60 million to manufacture its microinverters in the US, with the finished product to be built by Flex Ltd. Flex, a global...

July 15, 2023, 6:03 pm

Mercadolibre: buy the rumors - thank bofa for the pullback

It appears that MELI's valuations and stock prices have been over-moderated, thanks to BofA's downgrade and Latin America's geopolitical discount. How...

July 15, 2023, 4:00 pm

Rivian: thank the short sellers for the run-up (rating downgrade)

Despite our original skepticism about RIVN's ability in meeting its ambitious Fy2023 production target,...

July 15, 2023, 12:00 pm

Fluence energy: long-term future potential in energy storage

Fluence Energy, a provider of large-scale energy storage systems, is showing promising signs of demand for its solutions and services, despite being i...

July 15, 2023, 8:34 am

Unleashing jabil's potential: how diversification and innovation drive future growth

Jabil, a global manufacturing company, has diversified its operations across high-growth markets such as electric vehicles, healthcare, and renewable ...

July 15, 2023, 2:52 am

Medtronic: expanding product portfolio without affecting dividend growth

Medtronic plc exceeded Q4 Fy2023 expectations with revenues of $8.5 billion, and plans to acquire insul...

July 15, 2023, 12:21 am

Lee enterprises is pivoting to digital solutions too slow

Lee Enterprises is shifting its business from print to digital, with 40% of its revenues currently from digital solutions, aiming for over 50% by F...

July 14, 2023, 6:01 pm

Aehr test systems: huge silicon carbide opportunity ahead

In Fy2022, Aehr Test Systems broke its own revenue records due to the strong demand from the silicon ca...

July 14, 2023, 4:58 am

Inogen: still struggling, but very cheap - upgrading to buy

Inogen's Q1 2023 results disappointed the market, despite management's confirmation that previously issued Fy2...

July 13, 2023, 10:13 pm

Delta (dal) q2 earnings beat estimates, posts upbeat fy23 view

Passenger revenues surge 21% year over year at Delta (DAL) in Q2....

July 13, 2023, 1:21 pm

Paylocity announces q4 and fy23 earnings conference call

SCHAUMBURG, Ill., July 12, 2023 (GLOBE NEWSWIRE) -- Paylocity Holding Corporation (Nasdaq: PCTY), a leading provider of cloud-based HR and payroll sof...

July 12, 2023, 4:05 pm

The cooper companies: valuation is too high (rating downgrade)

I recommend a hold due to its high valuation, despite strong performance in the contact lens industry. COO's 2Q23 results were solid with sales of $87...

July 12, 2023, 1:26 am

Phreesia: strong execution should continue to drive growth

I reiterate a buy rating for PHR due to its strong execution and consistent addition of new logos, despite the uncertain environment. PHR's conservati...

July 11, 2023, 7:10 pm

Great lakes dredge & dock: an interesting infrastructure play

Shares of dredging services provider Great Lakes Dredge & Dock Corporation have fallen over 40% since YE21 as the federal government bid market inexpl...

July 11, 2023, 5:10 pm

Dutch bros: recommend buy rating on expected recovery in fy24

I recommend a buy for BROS due to its continuous store openings, innovative products, and strong growth trajectory. Despite recent challenges in same-...

July 10, 2023, 11:08 pm

Block: time to be aggressive before others jump in

Block stock has outperformed the S&P 500 since my update in May, despite initial negative sentiment due to a short attack by Hindenburg Research. The ...

July 10, 2023, 4:34 pm

Ferguson: long-term compounder facing housing market downturn

Ferguson is a high-quality business, owing to its sticky margins, high market share, and market-leading business model. We believe the company is faci...

July 10, 2023, 4:10 am

Merck: the market lacks conviction to take it higher

Merck's recent $10.8B acquisition of Prometheus Biosciences is expected to negatively impact earnings per share by approximately $0.25 in the first 12...

July 9, 2023, 12:19 am


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