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.
- Our Weekly Stock Picks - This week contains a review of some of our current holdings as well new picks from our Analysts.
- The Bond Report, What's next, & Key Earnings
*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.
Nucor Corporation manufactures steel and steel products and is mainly focused on the US market. The company operates through three segments: steel mills, steel products and raw materials.
PVH Corp. operates as an apparel company and operates both domestically and internationally in more than 40 different countries. PVH Corp. designs and markets branded dress shirts, neckwear, sportswear, jeanswear, performance apparel, underwear, swim products, handbags, accessories, footwear and other related products. In addition, PVH Corp. licenses their owned brands over a broad range of products. These products are sold through many different distribution channels at many different price points.
Thor Industries Inc was founded in 1980 and through its subsidiaries, manufactures a wide range of recreational vehicles at various manufacturing facilities locates primarily in Indiana with additional facilities in Ohio, Oregon, Idaho, and Michigan. The vehicles produced range from Towables that are classified under Travel Trailers, Fifth Wheels, and other, and Motorized. The products are then sold to independent, non-franchise, dealers primarily throughout the United States and Canada.
Under Armour, Inc. engages in the developing, marketing and distributing of branded performance apparel, footwear and accessories
for men, women and youth. It operates through the following geographical segments: North America; Latin America; Asia-Pacific; and Europe, the Middle East, and Africa. The company was founded by Kevin A. Plank in 1996 and is headquartered in Baltimore, MD.
for men, women and youth. It operates through the following geographical segments: North America; Latin America; Asia-Pacific; and Europe, the Middle East, and Africa. The company was founded by Kevin A. Plank in 1996 and is headquartered in Baltimore, MD.
EQT Midstream Partners (NYSE:EQM) deals with the gathering and transmission of Natural Gas in the Appalachian Basin through ownership of over 950 miles of interstate pipeline, as well as approximately 1,800 miles of gathering lines. Acquisition and operation of midstream assets in the region have them set as one of the largest players on the Marcellus and Utica Shale formations. EQT Corporation, the largest natural gas producer in the USA, sponsors them.
Sabre Corporation is a global technology company that provides travel software and airline and hospitality solutions for the tourism industry. The company provides products and services that revolve around business-to- business travel solutions such as inventory management, pricing, reservation planning, and operations management for all forms of travel. On the IT solutions side, the company provides data solutions that are evolving into cloud based databases for airline companies and hotels.
Thor Industries manufactures recreational vehicles (RV) in Indiana, US and operates primarily throughout the United States and Canada. The company’s product line include towable vehicles and motorized recreational vehicles. Thor industries is currently the largest RV manufacturer in the US.
AbbVie, Inc. is a global, researched-based biopharmaceutical company. AbbVie engages in the development and marketing of advanced therapies for worldwide diseases. Their products are focused on treating conditions relating to chronic autoimmune diseases in rheumatology, gastroenterology and dermatology; oncology, virology, neurological disorders, metabolic diseases, and other serious health conditions. Not only has AbbVie produced some of the most successful drugs in the world, but they have an extensive pipeline of promising new medicines still in clinical development. AbbVie broke away from Abbott Laboratories and was incorporated in Delaware in 2012.
Beacon Roofing Supply distributes roofing supplies as well as other complimentary materials such as siding, windows, and waterproofing systems to residential and commercial customers in the United States and Canada. Beacon Roofing Supply’s customers include contractors, homebuilders, building owners, and other resellers.
Gentex was founded in 1974 in Zeeland, Michigan, by Fred Bauer. They specialize in the production of auto parts and components. Moreover, they are a company that designs, manufactures, and markets products that use electro-optic technology. They focus on a broad array of technologies and processes to provide the highest quality products in automotive and fire protection industries. Interestingly, Gentex supplies their automotive technology to every major automaker worldwide, making them a leading supplier of automatic-dimming rearview mirrors.