OUTLINE:
*Each target price is (1) computed using CGFS' proprietary valuation and simulation approach and (2) adjusted within 3 standard errors of the estimate. Assumption and computation details are inserted at the end of each write-up.
This Weeks Picks:
- Our Weekly Stock Picks
*Each target price is (1) computed using CGFS' proprietary valuation and simulation approach and (2) adjusted within 3 standard errors of the estimate. Assumption and computation details are inserted at the end of each write-up.
This Weeks Picks:
Cognex vision helps companies improve product quality, eliminate production errors, lower manufacturing costs, and exceed consumer expectations for high quality products at an affordable price. Typical applications for machine vision include detecting defects, monitoring production lines, guiding assembly robots, and tracking, sorting and identifying parts. With such a broad range of products and systems.
Thor Industries, Inc. produces and sells a wide range of recreation vehicles. The Company offers motorhomes, camping, fifth-wheel, and travel trailers. Thor Industries serves customers in the United States and Canada.
Activision Blizzard, Inc. develops and distributes content and services on video game consoles, personal computers, and mobile devices. The company operates through three segments: Activision Publishing, Inc.; Blizzard Entertainment, Inc.; and King Digital Entertainment. Its products include various genres, including first-person shooters, action/adventure, role-playing, strategy, and others.
CVS Health Corporation is an integrated pharmacy health care provider. The Company's offerings include pharmacy benefit management services, mail order, retail and specialty pharmacy, disease management programs, and retail clinics. The Company operates drugstores throughout the U.S., the District of Columbia, and Puerto Rico.
LVMH Moet Hennessy Louis Vuitton SE is a luxury goods company. Its business activities are divided into various business groups, including Wines & Spirits, Fashion & Leather Goods, Perfumes & Cosmetics, Watches & Jewelry, Selective retailing and Other activities. The Company has approximately 70 brands and over 3,950 stores around the world. It produces still and sparkling wines from various wine-growing regions, as well as whiskey. The Fashion & Leather Goods business group includes brands, such as Louis Vuitton, Fendi, Donna Karan, Loewe…It focuses on the perfumes, make-up and skincare business, and offers a range of brands, including Christian Dior, Guerlain and Kenzo. The Watches & Jewelry sector operates in two segments: high-quality watchmaking, and jewelry and high jewelry.
Take-Two Interactive develops and publishes products principally through its two wholly- owned labels, such as Rockstar Games and 2K, as well as the company’s new Private Division label and Social Point, a primary developer of mobile games.
Chegg (CHGG) provides students with textbook answers, study help, required materials, and more services in the areas of STEM, Writing, and more. Their direct-to- student platform operates on a subscription basis.
Teradyne designs, manufactures, sells, and supports semiconductor test products and services on a worldwide basis.
AXA Equitable Holdings, Inc. provides various financial services worldwide. It operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The company was founded in 1859 and is based in New York, New York. AXA Equitable Holdings, Inc. is a subsidiary of AXA S.A., based in Paris, France. AXA Equitable Holdings, Inc. (EQH) is quoted on the NYSE since May 9, 2018.