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:
For the Long:
RH is a curator of design, taste and style in the luxury lifestyle market, offering furniture, lighting, textiles, rugs, bathware, décor and outdoor, as well as baby & child and teen products. Their collections of timeless, updated classics and authentic reproductions provide a unique point of view and an unmatched combination of inspired design and unparalleled quality. Each season brings a wealth of new ideas culled from their partnerships with the world's most renowned artisans, allowing them to showcase their partners' unique products, passion and vision. RH has galleries and outlets throughout the US and Canada, while their source books and websites serve as virtual extensions and compelling tours of the brand. They publish RH Interiors, RH Modern, RH Outdoor, RH Lighting, RH Rugs, RH Baby & Child and RH TEEN source books
FLY focuses on acquiring and leasing the most modern fuel-efficient commercial jet aircraft, which are in strong demand around the world. FLY’s aircraft are leased under multi-year contracts to a diverse group of airlines throughout the world. FLY’s strategy is to effectively manage its fleet and grow its portfolio through accretive acquisitions of aircraft.
Telaria, Inc. provides a software platform for publishers to manage and monetize video advertising in the United States. The company offers publishers with real-time analytics, data, and decisioning tools to control their video advertising business, as well as a monetization solution to optimize yield across a publisher's supply of digital video inventory. Its technology enables publishers to manage and deliver their directly sold and programmatic video inventory through a single platform. The company was formerly known as Tremor Video, Inc. and changed its name to Telaria, Inc. in September 2017. Telaria, Inc. was founded in 2005 and is headquartered in New York, New York
Radiant Logistics, Inc. provides third-party logistics and multi-modal transportation services company primarily in the United States and Canada. The company offers domestic and international air and ocean freight forwarding services; and freight brokerage services, including truckload, less than truckload, and intermodal services.