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 Week's Picks:
- Our Weekly Stock Picks
- 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.
This Week's Picks:
Martin Marietta Materials is a leading supplier of construction aggregates and heavy building materials. The company supplies aggregates, ready mixed concrete, cements, and asphalt to the U.S. construction market. It's products are split between four markets, infrastructure, residential, non-residential, and chem rock and rail.
Carrizo Oil & Gas explores and produces natural gas and crude oil. The company headquarters is located in Houston, Texas. The company holds interests in oil and gas plays, including Eagle Ford Shale in South Texas; and the Delaware Basin in West Texas. As of December 31, 2017, it had proved oil and gas reserves of 261.7 million barrels of oil equivalent; and operated 563.7 net productive oil and gas wells.
Lamb Weston Holdings, Inc. produces and markets value-added frozen potato products worldwide. It operates through four segments: Global, Food Service, Retail, and Other. The company,headquartered in Eagle, Idaho, offers frozen potatoes, sweet potatoes, and appetizers under the Lamb Weston brand name, as well as various customer labels. It serves retail and food service customers; grocery, mass, club, and specialty retailers; and businesses, independent restaurants, regional chain restaurants, and convenience stores, as well as educational institutions.
ARRIS International is a global leader in communications, entertainment, and networking technology. Their products and services are used by service providers, commercial enterprises, and millions of people. The company operates in three segments, customer premises equipment, network and cloud, and enterprise networks.
American Woodmark Corporation (“American Woodmark” or the “Company”) manufactures and distributes kitchen cabinets and vanities for the remodeling and new home construction markets. American Woodmark was incorporated in 1980 by the four principal managers of the Boise Cascade Cabinet Division through a leveraged buyout of that division. American Woodmark was operated privately until 1986 when it became a public company through a registered public offering of its common stock.
Nutanix, Inc. provides an enterprise cloud operating system that converges traditional silos of server, virtualization, storage, and networking into one single integrated solution. This system unifies private and public cloud together into a single software fabric. Systems are offered in North America, Europe, the Asia-Pacific, the Middle East, Latin America, and Africa. The company’s software products include: Acropolis and Prism. Nutanix’s solutions address enterprise applications, databases, virtual desktop infrastructure, unified communications, and big data analytics- serving customers across a wide range of industries. Nutanix was founded in 2009 and is headquartered in San Jose, California.