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Cava group: worth wading in after the crash; cheaper rev multiple vs. chipotle

CAVA's IPO experienced an early pop but has since declined, with shares now trading ~30% below Day 1 levels. Wall Street analysts expect CAVA to gener...

September 24, 2023, 11:02 am

Pvh corp.: success in dtc strategy and global marketing campaign

PVH Corp. has achieved solid growth through its DTC strategy, with a 10% increase in DTC sales, particu...

September 22, 2023, 11:18 am

Zoom: deep margin of safety with 30% net cash position

Zoom's revenue growth has slowed as pandemic fatigue sets in as investors grow increasingly impatient on the timeline for enterprise revenue growth to...

September 21, 2023, 10:52 pm

Thermon group: growth through future operational excellence combined with improved cash flows

Thermon Group focuses on optimizing manufacturing processes and enhancing productivity while keeping operational costs in check. They implemented and ...

September 21, 2023, 9:32 am

Ferrari: great business but a hold at current valuations

Ferrari's scarcity model and scaling strategy sustain high margins and demand. Ferrari is poised for growth th...

September 20, 2023, 10:38 am

Hain celestial to overhaul business with aim of boosting growth through fiscal 2027

Hain Celestial Group Inc. HAIN, -1.51% outlined an overhaul of its business on Wednesday that aims to boost growth and generate annualized savings of ...

September 13, 2023, 7:50 am

Dycom industries: bigham cable construction should accelerate growth

The company reported strong quarterly results and is expected to sustain its growth through industry ta...

September 11, 2023, 5:39 pm

Akzonobel (akzoy) up 17% ytd: what's driving the stock?

AkzoNobel (AKZOY) benefits from its cost actions, growth through strategic acquisitions and efforts to ...

September 11, 2023, 8:16 am

Umh properties has the potential to become a high-quality reit

UMH Properties is a REIT that owns and operates manufactured home communities in the eastern US. The company generates stable income through rent coll...

September 8, 2023, 2:57 am

Lender bcrs backs 250 businesses for growth through meif funding

BCRS Business Loans has passed another milestone by supporting more than 250 businesses in the West Midlands through the Midlands Engine Investment Fu...

September 7, 2023, 2:44 pm

Symbotic: more gains ahead before a valuation reality check

Symbotic Inc. is strategically positioning itself for sustained growth through a multifaceted approach....

September 6, 2023, 2:06 pm

Ppg rides on cost reduction, pricing actions and acquisitions

PPG is registering growth through cost-cutting, acquisitions and margin-expansion strategies....

September 4, 2023, 1:32 pm

Computer programs and systems: undervalued, recurrent revenue, and beneficial expectations

CPSI is a leading healthcare solutions company. CPSI serves community hospitals and health systems, with a special focus on smaller facilities. I beli...

August 31, 2023, 9:22 pm

Paychex: opportunities with this market leading tech business

Paychex has a highly attractive business model with consistent growth and impressive margins. The business has developed a market-leading suite of ser...

August 31, 2023, 5:35 am

Eog resources: well-positioned for continued growth

EOG Resources is one of the largest producers of oil and natural gas in the United States and continues to deliver superior results. The company is fo...

August 28, 2023, 5:02 pm

Comcast: between dead money and undervaluation

Comcast offers a 2.5% yield, strong dividend growth, low payout ratio, and solid balance sheet. However, it faces challenges like rising rates, slow g...

August 23, 2023, 11:05 am

Stellantis is one of my favorite strong buys

Stellantis is a leading European carmaker embracing electric vehicles with solid fundamentals and impressive revenue and EPS growth. The company pays ...

August 18, 2023, 11:47 am

Microchip technology: the quiet giant with steady cash flow

Microchip Technology is a global leading supplier in microcontrollers (MCUs) used in various home appliances and gadgets resulting in 131 consecutive ...

August 17, 2023, 3:43 am

Why edenred has a small upside, and how high it could go

Edenred has outperformed expectations, with its share price up double digits in the past year. The company offers prepaid employee benefits, which hav...

August 17, 2023, 2:40 am

Factors likely to impact treehouse foods' (ths) q2 earnings

TreeHouse Foods' (THS) Q2 results are likely to reflect resilient growth through efficient pricing and ...

August 1, 2023, 11:55 am


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