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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