FG Trade Investment Thesis Since we last covered Lesaka Technologies, Inc. (NASDAQ:LSAK), the largest fintech company in South Africa, the company has made significant progress in its turnaround efforts, made another acquisition, upgraded management, and is now ready to accelerate growth. However, the stock price has not yet fully reflected these developments. Outgoing CEO Chris…
bluejayphoto Banc of California (NYSE:BANC) makes an attractive valuable position for bank investors as shares provide an attractive 3% dividend yield and the regional lender keeps selling for an attractive discount to its long term average P/B ratio. Banc of California owns a well-performing core loan portfolio with a very strong asset quality profile and…
Greggory DiSalvo Celestica Inc. (NYSE:CLS) is a high-performing IT solutions provider in the electronic manufacturing services industry. Although it’s categorized within the tech sector (XLK), Celestica is a relatively low-margin service provider, given the nature of its business model. Investors keen to learn more about its business can consider looking through Celestica’s company presentation prepared…
tolgart/E+ via Getty Images Opener If you’ve read some of my articles, you know I like high-quality companies. It is hard for me to invest in pure value plays if the underlying assets are bad. I seek to invest in the best, but the best, especially in the higher market caps, are expensive. Generally, I…
olm26250 Introduction Over the past few weeks, I have often told people I’m getting a 2021 feeling, as the market is rapidly rising, boosted by a few select tech/growth stocks. Meanwhile, crypto assets are flying again, boosted by Federal Reserve rate expectations that may not be fully justified in light of sticky inflation. The other…
Maxxa_Satori Prologis, Inc. (NYSE:PLD) profits from the growth of eCommerce and logistics-related businesses and has built a successful, globe-spanning, real estate empire. Prologis’ predominant focus on logistics facilities around the world, particularly in the United States, has led to above-average funds from operations growth for the trust in recent years. International expansion and a fast-growing…
Dilok Klaisataporn Introduction It’s been over three months since I’ve written about a gold mining company and today, I want to talk about Vox Royalty (NASDAQ:VOXR) (TSX:VOXR:CA). It’s a small royalty and streaming firm focused on Australia that has several producing assets already. With gold prices stabilizing just above $2,000 per ounce, I think there…
da-kuk It is no secret that artificial intelligence [AI] has been the growth story for the 2020s. The global AI market is expected to grow at a robust pace of 37.3% annually to reach about $1.7 trillion by the end of 2030. One of the main components that makes AI possible is integrated circuits [ICs]…
Pgiam/iStock via Getty Images Agios Pharmaceuticals, Inc. (NASDAQ:AGIO) produced positive data from its Thalassemia trial in non-transfusion dependent patients during premarket yesterday, January 3rd, although the stock hasn’t rallied too much on the news. I have been covering AGIO for four years now, and have been a buyer twice before. My last coverage was from…
Hispanolistic Physicians Realty Trust (NYSE:DOC) is a leading MOB-focused healthcare REIT that offers passive income investors a high quality dividend and portfolio growth in the lucrative medical office industry. Healthcare spending is a long-term uptrend in the U.S. and with the aging of the U.S. population driving healthcare expenditures, I think that Physicians Realty Trust…
Vitalii Petrushenko Introduction What about UAN? This may be one of the most asked questions I get whenever I publish an article covering agriculture fertilizer producers. As much as I like the fertilizer plays in my portfolio, like Nutrien (NTR), Mosaic (MOS), or CF Industries (CF), none of them deliver what some investors are looking…
Maxiphoto Investment Thesis Despite the competitive landscape, Celestica Inc. (NYSE:CLS) has broad service offerings and a strategic focus on lifecycle solutions, positioning it as a crucial partner for businesses aiming for growth and innovation. Recently, Celestica reported impressive third-quarter earnings, where the company not only exceeded revenue expectations but also demonstrated significant growth in its…
sefa ozel Investment thesis I initiate my coverage of Analog Devices (NASDAQ:ADI) stock with a Buy rating. Analog Devices emerges as a compelling investment opportunity despite being overshadowed by flashier semiconductor companies. The analog semiconductor sector, though less publicized, has exhibited robust performance, with industry leaders like ADI showcasing impressive returns. ADI, positioned as the…
JHVEPhoto Investment Thesis Background Leidos Holdings, Inc. (NYSE:LDOS), a Fortune 500 company and leader in technology, engineering, and science, provides services and solutions in the defense, intelligence, civil, and health markets, both domestically and internationally. The company is headquartered in Virginia, USA, and was founded in 1969. Tom Bell became the CEO in May 2023….
Everste Company Description Academy Sports and Outdoors (NASDAQ:ASO) – Consumer Discretionary – Specialty retailer Founded in 1938, Academy Sports And Outdoors (“the company”) is a sport, outdoor, and recreational goods retailer that offers a vast selection of value-priced goods in the United States. Currently, it operates 270 locations under the Academy Sports And Outdoors name,…
TommL Investment thesis Destination XL Group, Inc. (NASDAQ:DXLG) is a major player in the men’s big and tall clothing business, boasting the industry’s widest selection, enjoying numerous exclusive partnerships with clothing brands. Additionally, nearly 25% of its market value is held in cash. Despite these strength, DXLG’s classification as a discretionary retailer is weighing on…
onuma Inthapong/E+ via Getty Images The Company Allison Transmission Holdings, Inc. (NYSE:ALSN) is a $5.3-billion market cap company based in Indianapolis, Indiana, that designs and manufactures vehicle propulsion solutions, including automatic transmissions and electric systems for various applications. They offer transmissions for a wide range of applications, including trucks, buses, construction, and defense vehicles. These…
onurdongel Research Note Summary Today’s note will focus on Cardinal Health (NYSE:CAH), a large player in the healthcare distribution space, but one that is often under-covered on this portal. I gave it a hold rating today based on several positive factors including revenue YoY growth beating its peers, undervalued on price-to-earnings, and outperforming the S&P500…
Ultima_Gaina Bar Harbor Bankshares (NYSE:BHB) is a small cap regional bank based in the touristy town of Bar Harbor, Maine, and operates over 50 branches across Maine, New Hampshire, and Vermont. Bar Harbor’s adjacency to Acadia National Park makes it a frequent stop for cruise ships in the summertime, and the town bristles with tourists…
Matt Cardy Introduction It’s time to discuss a company I’ve never covered before. It’s also a company that doesn’t necessarily fit my strategy, as I tend to avoid companies in low-barrier industries. In this case, I’m talking about Domino’s Pizza (NYSE:DPZ), the world’s largest quick-service pizza restaurant. I’m writing this article because of two reasons:…
Pleasureofart Introduction I’m not the biggest fan of growth stocks. The stakes are usually very high, and potential profits depend on the direction of interest rates and inflation expectations. After all, the lower future inflation is expected to be, the more attractive it becomes to discount future cash flows. Using Cathy Woods’ ARK Innovation ETF…
Lyndon Stratford Investment thesis PagSeguro (NYSE:PAGS) is a pioneering disruptor in Brazil’s payment landscape that has grown its share from 1% to 11% in the span of 7 years. The company specialises in servicing small merchants and is diversifying its growth strategy to SMBs as well. Total Payment Volume (TPV) per merchant has grown 5x…