Marvin Samuel Tolentino Pineda/iStock Editorial via Getty Images Empire (TSX:EMP.A:CA) (OTCPK:EMLAF) is one of the main grocers in Canada, competing in an oligopoly with Loblaw (L:CA) and Metro (MRU:CA). Empire has run into some execution issues in the past few years, with margin weakness and a cybersecurity incident in 2022. This has led to shares…
Oselote/iStock via Getty Images As the travel industry normalises after last year’s surge and prices remain at an all-time high, Travelzoo’s (NASDAQ:TZOO) service of sourcing exceptional deals has become increasingly attractive in the current climate, catering to both demand and supply sides. Despite not yet returning to pre-pandemic levels, the company has been steadily increasing…
KangeStudio Investment Thesis Comfort Systems USA, Inc’s (NYSE:FIX) revenue growth should continue to see benefits from a healthy backlog of $4.28 billion exiting Q3 2023, and good demand in industrial, technology, and manufacturing sectors driven by medium to long-term secular trends. However, the streak of extraordinarily high growth rate that the company has been witnessing…
imaginima I’ve been a pretty big bull on electrification as a secular growth story, but even then I underestimated just how much strength Hubbell (NYSE:HUBB) was going to see (particularly in its transmission and distribution, or T&D, business) and how eagerly the Street would bid up the shares in response. Even with a recent correction,…