Tag: longterm
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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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Adobe: Forget Figma, Here Are 5 Reasons Why Adobe Is A High-Quality, Long-Term Hold (ADBE)
GoodLifeStudio/E+ via Getty Images Moats and Monopolies Here at Moats and Monopolies, we run a concentrated portfolio of high-quality compounding assets from across the world. This is shared publicly and openly on Seeking Alpha. We have owned Adobe Inc. (NASDAQ:ADBE) shares since March 2021 and feel that even with the growth in the stock price…
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Capex revival presents long-term investment opportunities in Indian equities: Kotak AMC CIO
The robust capital expenditure revival cycle is expected to be the prevailing investment theme shaping the trajectory of Indian equities markets in 2024, offering long-term investment opportunities in sectors including defence, infrastructure, railways, and others, according to Harsha Upadhyaya, CIO – Equity, Kotak AMC. The optimism extends towards substantial capex expected in the coming 5-6 years,…
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SL Green: Positive Investor Day Should Not Outweigh Long-Term Challenges
zxvisual/iStock via Getty Images Shares of SL Green Realty Corp. (NYSE:SLG) popped over 6% on Monday in response to the company’s Investor Day, where it announced a slew of actions, including a dividend cut and asset sale, to strengthen its business amidst the ongoing downturn in office real estate. Shares are now actually higher than…
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Yum Brands: Undervalued, And Poised For Long-Term Growth (NYSE:YUM)
JHVEPhoto/iStock Editorial via Getty Images Using our cash flow returns on investments based tool, Yum Brands (NYSE:YUM) appears prominently on our list as a high-quality, investment-grade company. Using a conventional valuation matrix as well as our DCF-based valuation tools, it could be undervalued by as much as 24%. It is a stable value compounder moderately…
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Aon: Impressive Quarter And Cost Restructuring Program Drives Long-Term Margin Expansion
champpixs Aon (NYSE:AON) delivered very solid Q3 FY23 results, and I am continually impressed with their margin expansion and substantial share buybacks. As a long-term shareholder of this stable growth company, I maintain a ‘Strong Buy’ rating with a fair value of $390 per share. Quarterly Review and Outlook In Q3 FY23, both their top…
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Daily Voice | Sector tailwinds keep Anil Rego of Right Horizons PMS bullish on capital goods for long-term
Anil Rego of Right Horizons PMS “We are bullish on capital goods sector long-term due to sector tailwinds. The capex upcycle will witness infrastructure, power, renewable, petrochemicals and defence investments for the next few years,” Anil Rego of Right Horizons PMS said in an interview with Moneycontrol. He prefers companies with solid and diversified order…