Tag: Growth
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Cement stocks rally after Nomura upgrades on hopes of strong volume growth
Nomura highlighted strong volume growth and reduced fuel costs in FY24. Cement stocks soared on December 27 following an upgrade by Nomura on anticipated robust growth in sales volume, improved pricing discipline, and advancement of valuations to FY26. The brokerage house upgraded Ultratech Cement, Dalmia Bharat, and Ramco Cement from ‘neutral’ to ‘buy’. Their one-year forward…
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Lamb Weston: Growth Prospects Remain Encouraging (NYSE:LW)
phive2015 Investment Thesis Lamb Weston’s (NASDAQ: NYSE:LW) revenue growth should benefit from moderating volume decline in the coming quarters as the company laps the divestiture of lower-performing product lines and businesses which began in Q2FY23. Moreover, channel destocking in international markets is also near completion, which should also give a boost to volumes. In addition,…
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Mid-America Apartment Communities: Long-Term Buy Despite Limited Near-Term Growth (MAA)
Grand Warszawski A couple of months ago, before the release of Q3 2023 earnings, I issued an article Mid-America Apartment Communities (NYSE:MAA) assigning a buy rating. It was really a combination of two fundamentally important factors that made the investment thesis rather attractive – i.e., one of the safest balance sheets in the sector with…
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USD: An ETF For Investors To Double Down On Semiconductor Growth In 2024 And Beyond
sefa ozel Investment Thesis ProShares Ultra Semiconductors ETF (NYSEARCA:USD) warrants a buy rating to take advantage of expected semiconductor industry growth in 2024 and over the next decade. While late 2022 saw a decline in the semiconductor industry, 2024 is expected to see a solid rebound. Although multiple semiconductor ETFs exist, USD utilizes derivative contracts…
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ESCO Technologies: Why I Believe It Will Continue Its Growth (NYSE:ESE)
Monty Rakusen Thesis ESCO Technologies (NYSE:NYSE:ESE) presents an interesting investment opportunity, underpinned by strategic growth initiatives such as the acquisition of CMT Materials and a strong focus on expanding demand sectors like commercial aerospace and renewable energy. Despite facing challenges like margin pressures and market fluctuations, the company’s diversified portfolio, innovative approach, and solid order…
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Riskified: Strong Growth Outlook, Yet Negative Margins Remain A Concern (NYSE:RSKD)
Jay Yuno Synopsis Riskified (NYSE:RSKD) is a company that offers software as a service specializing in fraud and chargeback prevention technology, particularly in the e-commerce sector. RSKD’s historical revenue growth has been robust, growing in the double-digit range. However, bottom-line margins are negative, and losses have expanded. These losses were mainly driven by rising SG&A…
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Graham Corporation: A Solid Prospect On Improved Results And Attractive Growth Potential
1971yes From my experience, some of the smallest companies offer up some of the best opportunities for investors. And very few companies out there have a market capitalization of less than $200 million. One such firm that I believe warrants the attention of investors is Graham Corporation (NYSE:GHM). In recent years, management has done a…
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ICRA revises upwards FY24 GDP growth forecast to 6.5%
Earlier this month, the RBI had revised upwards its GDP estimate to 7% from 6.5% Domestic rating agency Icra on Monday revised its FY24 GDP growth forecast to 6.5 per cent from 6.2 per cent earlier. However, the revised forecast is still much lower than the Reserve Bank of India’s (RBI’s) 7 per cent real…
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AltaGas Stock: Not Cheap But I Like The Growth Projections (ATGFF)
The Bold Bureau/iStock via Getty Images Introduction AltaGas (TSX:ALA:CA) (OTCPK:ATGFF) is a Canadian energy infrastructure company focusing on its utilities and midstream divisions. In the midstream division, the company operates two LPG terminals which offer a competitive advantage to serve Asian markets. During the third quarter, AltaGas exported almost 120,000 barrels of LPGs per day…
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DGRW ETF: A Competitive Dividend Growth ETF With A Subpar 1.8% Dividend Yield
NicoElNino A long-time reader asked for my thoughts on the WisdomTree U.S. Quality Dividend Growth Fund ETF (NASDAQ:DGRW). DGRW invests in dividend-paying U.S. large-caps with good growth and quality. DGRW has comparable total returns to the S&P 500, with a marginally higher 1.8% dividend yield and marginally stronger dividend growth. Overall the fund seems like…