Johns Lyng (JLGRF): Sustained Earnings Growth, Strong Reinvestment Point To Undervaluation

DNY59 Intro This is our nascent coverage of Johns Lyng Group Limited (OTCPK:JLGRF). This integrated building services group provides a whole host of associated services in Australia, New Zealand, and the USA. Concerning the group’s ‘Insurance & Restoration’ as well as ‘Commercial Services’, the group provides a significant number of turkey solutions where multiple services…

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Amazon Remains Undervalued Despite Strong Growth Prospects

alexsl Introduction I have been following Amazon (NASDAQ:AMZN) (NEOE:AMZN:CA) for a long time. Although the stock price has surged, the company has not participated in the AI-mania like other technology stocks have. However, I believe Amazon has growth opportunities that are at least as interesting as those of the other Magnificent 7. While the core…

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FMAT: Strong Materials Play But A Bit Top Heavy

Bet_Noire/iStock via Getty Images While investors continue to clamor for more tech exposure, the companies that engaged with natural resources have been left behind. I like that personally because the best trades come from putting money to work in underinvested parts of the marketplace. If you agree, you may want to consider the Fidelity MSCI…

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GII: A Strong Infrastructure Fund

Luis Alvarez Infrastructure is what makes modern economies run. The systems and facilities that transport goods, people and energy, and facilitate communications and payments are the essential foundation upon which economic growth and social development are based. And there is a lot more infrastructure build out needed globally to support new technologies, and replace older…

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Energy Transfer Stock: Favorable Market Outlook Aligned With Strong Financials (NYSE:ET)

imaginima Introduction It is well-known that the Energy Industry has seen many fluctuations and instability. This is because many factors affect the supply and demand in this market like macroeconomic variables, geopolitical events, policies, and regulations on everything like emissions, zoning rights, and so on, which can affect companies in this market to a great…

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XLP: A Strong Buy-The-Dip Candidate For Income Investors As Recession Risks Grow (XLP)

Torsten Asmus The Consumer Staples Select Sector SPDR Fund ETF (NYSEARCA:XLP) offers investors exposure to a broad range of companies that provide household products, food, beverages, personal care products and other basic items that are a part of daily life. These types of companies are typically recession-resistant, and with cracks developing in the economy, this…

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RH Is Showing Strong Determination To Climb The Luxury Mountain (NYSE:RH)

Morsa Images/DigitalVision via Getty Images Restoration Hardware (NYSE:RH)’s 2023 results indicated signs of stabilization and offered an optimistic outlook for a potential business rebound. The new releases of RH Outdoor and Modern collections have received positive initial reactions, with further product transformations anticipated through to 2025. Overall, RH’s unique strategy of positioning itself as a…

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VYMI: A Strong Buy On Dips With A 4.8% Yield

Nikada Vanguard International High Dividend Yield Index Fund ETF Shares (NASDAQ:VYMI) primarily invests in foreign large cap value stocks that offer a high-yielding dividend. Since many European stocks offer a higher yield than their U.S. counterparts, this fund has strong European exposure and an impressive yield of about 4.8%. There is a lot to like…

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Borr Drilling: Generous Dividend Increase Is Strong Sign Of Confidence – Hold (NYSE:BORR)

AvigatorPhotographer Note: I have covered Borr Drilling Limited (NYSE:BORR) previously, so investors should view this as an update to my earlier articles on the company. Last month, leading offshore driller Borr Drilling reported Q1/2024 results somewhat below estimates due to a combination of slightly lower-than-expected revenues and higher financial and tax expenses: Company Press Release…

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Takeda: Strong Growth Catalysts & Maturing Pipeline Continue To Limit Downside Risk (TAK)

Luis Alvarez/DigitalVision via Getty Images Intro We wrote about Takeda Pharmaceutical Company Limited (NYSE:TAK) in March of 2023 when we stamped a ‘Hold’ rating on the Japanese pharmaceutical outfit. We cited several reasons for our cautious stance at the time, including concerning growth trends and significant overhead resistance that shares were coming up against. Remember,…

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Stellantis: A Strong Buy Amidst Industry Turbulence (NYSE:STLA)

jetcityimage Market Dynamics and Industry Challenges The auto sector is notorious for its competitive margins, and with the evolution towards electric vehicles (EVs), companies lagging in innovation are finding it particularly tough. Stellantis N.V. (NYSE:STLA), despite its efforts, is among those caught behind, which is evident from the struggle to compete with industry leaders like…

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Strong Global Gold Demand Will Propel Gold Higher

Olivier Le Moal The following commentary is the opening salvo to the May 2nd issue of my Mining Stock Journal. “The ‘other side’ has a problem.” – John Brimelow, formerly of Brimelow’s Gold Jottings” For many years John Brimelow published a daily report and commentary on the global gold market, with specific emphasis on the…

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Applied Therapeutics: Strong Buy With AT-007 Nearing Approval For Galactosemia (APLT)

Md Babul Hosen/iStock via Getty Images Applied Therapeutics, Inc. (NASDAQ:APLT) is a promising clinical-stage biotech that focuses on treating symptoms of galactosemia in the central nervous system [CNS]. Galactosemia is rare when the body lacks a particular enzyme that metabolizes galactose. As a result, galactose and galacticol accumulate, leading to aberrant neuronal activity due to…

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TopBuild Q1: Strong M&A Expertise And Productivity Initiatives Improving Margins (BLD)

The Good Brigade Synopsis TopBuild (NYSE:BLD) specialises in the installing and distribution of insulation to the construction industry. In addition, it also supplies other building material products. BLD’s past three years have shown robust net sales growth. Additionally, it also showed profit margins expansion annually as well. For its most recent quarter, net sales continued…

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BUZZ Investing: Strong Earnings Boost Optimism

Urupong/iStock via Getty Images U.S. markets swung due to economic shifts, with initial drops from inflation fears followed by recovery hopes of relaxed Fed policies. Despite setbacks like weak GDP and rising treasury yields, improved earnings and employment data drove optimism. U.S. markets exhibited increased volatility, yet closed little changed, during the recent period between…

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Amphastar: Profitable Pharma With Strong Growth (NASDAQ:AMPH)

Cecilie_Arcurs/E+ via Getty Images This is my first article on Amphastar Pharmaceuticals (NASDAQ:AMPH), a diversified pharmaceutical company. Its company profile as shown on its website bills itself as focusing on: …developing, manufacturing, marketing, and selling technically-challenging generic and proprietary injectable, inhalation, and intranasal products. Additionally, the Company sells insulin API products. Most of the Company’s…

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Seanergy Maritime: Strong Market Conditions, But Downgrading To ‘Hold’ (NASDAQ:SHIP)

Stock87/iStock via Getty Images Note: I have previously covered Seanergy Maritime Holdings Corp. (NASDAQ:NASDAQ:SHIP), so investors should view this article as an update to my previous work on the company. Last week, leading dry bulk shipper Seanergy Maritime Holdings (“Seanergy” or “Seanergy Maritime”) reported Q1/2024 results well above consensus expectations as charter rates remained firm…

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Imperial Petroleum: New Recovery Highs Following Strong Q1 Performance – Buy (NASDAQ:IMPP)

HeliRy Note: I have covered Imperial Petroleum Inc. (NASDAQ:IMPP, IMPPP) previously, so investors should view this as an update to my earlier articles on the company. Following several quarters of relentless dilution, Greece-based tanker and dry bulk vessel operator Imperial Petroleum reversed course last year and started to buy back common shares in the open…

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Google I/O 2024 Takeaway: Slow On Innovation, Strong On Distribution (NASDAQ:GOOG)

lerbank/iStock via Getty Images Investment Thesis Alphabet Inc. aka Google (NASDAQ:GOOG, GOOGL) just wrapped up its annual I/O 2024 developer conference, announcing key features and technological updates. The full presentation can be watched here, whereas the company also has a brief summary of its presentation in under 10 minutes. Expectations were high for Google to…

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Kinder Morgan: Dividend, Valuation And Outlook Make It A Strong Buy

Berkut_34 Thesis Kinder Morgan’s (NYSE:KMI) dividend (currently yielding 6.01%) is generated by its critical pipeline and terminal infrastructure which serves the attractive natural gas industry amongst other commodities and makes it a stock of interest for dividend income, dividend growth and total return investors alike. The company has now grown its dividend for seven consecutive…

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Mattr: Early Stage Turnaround Poised For Strong Growth And Re-Rating (TSX:MATR:CA)

MATR’s wires are used in nuclear reactors. Low tolerance for failure. Monty Rakusen/DigitalVision via Getty Images Mattr Corp: High Quality Industrial Trading at < 5x EBITDA Investment Thesis Mattr Corp. (TSX:MATR:CA) (OTCPK:MTTRF) stands as a prime investment opportunity, underpinned by its transformation from a hyper cyclical business into a diversified industrial powerhouse focusing on less…

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Melco Resorts: Bullish As Casino Portfolio Off To A Strong Start In 2024 (NASDAQ:MLCO)

luxizeng Melco Resorts & Entertainment Limited (NASDAQ:MLCO) recently reported its latest quarterly results, highlighted by an ongoing rebound at the company’s Macau, China casino properties. Data shows regional tourism and gaming revenues are back on track to reclaim pre-pandemic records. We covered MLCO in 2023 with a bullish article that admittedly suffered from poor timing,…

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CoStar Group: Strong Growth Momentum (NASDAQ:CSGP)

Morsa Images Summary I am positive on CoStar Group (NASDAQ:CSGP). My summarized thesis is that CSGP is seeing very strong growth momentum that should only accelerate from here as the economy recovers and as CSGP closes the Matterport (MTTR) acquisition. In terms of growth, the highlight is Homes.com, which has seen very strong traffic growth…

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Super Micro Computer: Strong Q3 Performance, Focus On The Cash Flows (NASDAQ:SMCI)

luza studios Super Micro Computer, Inc. (NASDAQ:SMCI) released much anticipated fiscal third quarter results, but moreover provided an ever greater anticipated (updated) guidance. The company has seen incredible operating momentum, but as share price momentum was even greater, it was evident that expectations were sky-high. Back in February, I believed that shares were approaching bubbly…

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GE Aerospace: Strong 1Q And Upside Momentum (NYSE:GE)

hapabapa The stock of GE Aerospace (NYSE:GE) is on a wild upswing and received new fuel last week when the aerospace-focused industrial company beat the Street’s estimates easily and raised its forecast for operating profitability in 2024. GE Aerospace profits from order strength from a buoyant airline industry, which is seeing record passengers after the…

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AVLV: U.S. Value ETF, Cheap Valuation, Strong Performance Track-Record (NYSEARCA:AVLV)

Richard Drury I last covered the Avantis U.S. Large Cap Value ETF (NYSEARCA: AVLV) in early 2023. In that article, I argued that AVLV’s diversified holdings, cheap valuation, and good performance track-record, made the fund a buy. AVLV has marginally outperformed the S&P 500 since, slightly underperforming my expectations. AVLV Previous Article I remain bullish…

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