Natural Gas Services: Medium-Term Factors Are At Play
Natural Gas Services keeps its fleets flat, while natural gas prices and production recover in 2021, brightening outlook. Zero…
Vintage Wine Estates Is An Overlooked Wine Leader
Vintage Wine Estates is an overlooked leader in the wine industry. We expect the company to produce solid returns…
Vaccitech: The Next Big Vaccine Trade
Vaccitech is the company behind the AstraZeneca vaccine and has strong ties to the University of Oxford, a renowned…
Doximity: Potential Teladoc Killer
Doximity has real potential to become the dominant player in the telehealth market given its network effect moat. Doximity…
A Bargain Hard To Ignore: SpartanNash
SpartanNash remains undervalued and has not participated in the food inflation trade. A stronger than expected EPS future and…
Workiva: Bullish On Growth Potential, Superior Product Offerings
Workiva is a leading reg-tech company with multiple revenue growth catalysts, including digital transformation trends and expansion…
Dollar-Cost Averaging Vs. Value Averaging At Market Highs
Stock markets are at all-time high levels as the Covid situation is fading out. Equities still offer strong returns…
H.B. Fuller: Strong FQ2 Despite Pressure On Margins
FUL’s quarterly revenues rose precipitously, touching $827.9 million, which implies almost 23% growth year-over-year. Organic…
MercadoLibre: Buy Before The Market Fully Appreciates Its FinTech Potential
MercadoLibre is expected to grow rapidly post-pandemic, with faster growth likely for its underappreciated FinTech segment. This…
Evaluating CEFs: HQH Provides A Well-Covered Distribution In A Hot Sector
The 7.84% yield for HQH is quite attractive if the distribution can be sustained. I continue my series looking…
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