Dizfoto/iStock via Getty Images The following segment was excerpted from this fund letter. Atkore Inc. (NYSE:ATKR) Atkore Inc. specializes in products tailored for the electrical sector. ATKR caters to various segments including electrical, safety, and infrastructure. Under the Electrical division, ATKR manufactures essential components for constructing electrical power systems such as conduit, cable, and installation…
ArtistGNDphotography Enphase (NASDAQ:ENPH) has been one of the most successful solar plays since the industry’s inception. In fact, Enphase is now larger than most solar panel manufacturers despite the fact that the company focuses on the smaller solar components sector. While Enphase is still poised for long-term success, the company is likely to experience some…
JHVEPhoto/iStock Editorial via Getty Images Shares of CenterPoint Energy (NYSE:CNP) have been a poor performer over the past year, losing about 10% of their value. Higher interest rates have been a significant contributor to this, with higher-rates making dividend-oriented stocks less attractive as well as leading investors to worry about the feasibility of cap-ex programs….
imaginima Investment action Based on my current outlook and analysis of Emerson Electric Co. (NYSE:EMR), I recommend a Buy rating. EMR has showcased a blend of financial resilience and strategic foresight, underpinned by robust quarterly performances and forward-thinking business decisions. EMR’s third quarter earnings surpassed market expectations, reflecting double-digit year-over-year sales growth. This growth is…
Tero Vesalainen Investment Thesis Match Group (NASDAQ:MTCH) remains the dominant global leader in online dating, but bears have soured on the stock due to slowing growth over the past year. At 13x forward earnings, Match Group is significantly undervalued given its robust core business fundamentals and growth prospects. While short-term challenges at Tinder have impacted…
ayala_studio A Buy Rating for Perseus Mining Limited This analysis suggests a Buy stance on Perseus Mining Limited (OTCPK:PMNXF) shares. This company engages in the production of gold in West Africa. Analysts at Trading Economics expect the price of gold, which is currently trading at $1,904.29 per ounce, to rise to $1,941.73 per ounce in…
andresr/E+ via Getty Images Brixmor Property Group (NYSE:BRX) is a mid-sized retail REIT with a current market cap of $6.62 billion. The New York headquartered company specializes in open air neighborhood and community shopping centers. These centers have some advantages, including reduced HVAC costs; only the stores need heating and air cooling, and reduced common…
Christian Petersen CD Projekt (OTCPK:OTGLY) has managed to regain some of their once-golden reputation over the past few years. Rather than abandoning the Cyberpunk 2077 IP altogether, which many had suspected they would, the company has worked tirelessly to iron out the bugs plaguing Cyberpunk 2077. Moreover, CD Projekt’s massive upcoming expansion Phantom Liberty appears…
jewhyte/iStock Editorial via Getty Images Warner Bros. Discovery (NASDAQ:WBD) is starting to differentiate itself in an increasingly crowded entertainment space. The company has experienced major successes just as competitors like Disney (DIS) have begun to lose steam. In fact, Warner Bros. Discovery recent movie, streaming, and video game hits The Last of Us, Hogwarts Legacy…