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:
Funko, Inc. is a Pop Culture based consumer discretionary firm, creating and distributing licensed products with the belief that everyone is a fan some something. Funko currently holds over 130 licenses to produce Figures, Bags and Accessories, Plush products, Apparel, Homewares, and Consumables.
Abiomed is essentially a monopoly addressing a highly under penetrated market opportunity with a critical unmet need. This unmet need is the ability to ensure blood flow to critical organs during high-risk procedures on the heart.
Palo Alto Networks, Inc. is an American multinational cybersecurity company. Its core products includes advanced firewalls and cloud-based offerings that extend those firewalls to cover other aspects of security.
Altra Industrial Motion Corp is a leading producer and marketer of a wide range of mechanical power transmission products- brakes, clutches, couplings and others. Most of their products are used on industrial machinery such as fail-safe brakes for elevators and forklifts, gearboxes on conveyors, heavy-duty brakes on mining equipment, clutches for beverage capping equipment, etc. Altra is the parent company of several power transmission industry brands, including Ameridrives, Boston Gear, Warner Electric, TB Wood's, Stieber Clutch, Twiflex, Matrix International and Wichita Clutch. The company was found in 2004, and it’s headquarters are in Braintree, Massachusetts.