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Deere & Company: Trucks/Construction/Farm Machinery
DE
, D
Short
DE: Deere & Company: Trucks/Construction/Farm Machinery

Key arguments in support of the idea. • Excessive Optimism Amid a Weak Market. • Economic Uncertainty Driven by Trump’s Policies. Investment Thesis The recent surge in Deere & Co. (DE) stock is difficult to justify. Despite the company’s technological edge, the agriculture equipment market remains weak. Recent earnings from competitors CNH Industrial (CNH)...

A Bet on Green Chip and Data Center Infrastructure
SMCI
, D
Long
SMCI: A Bet on Green Chip and Data Center Infrastructure

Supporting Arguments Fundamental Undervaluation Due to Past Issues: SMCI experienced a significant sell-off following unproven allegations of financial reporting fraud. Currently, the company trades at a discount compared to peers that only partially focus on data center infrastructure solutions. Financial Results Release for FY 2024: The market is pricing in...

Lockheed Martin Corporation - Aerospace & Defense
LMT
, D
Long
LMT: Lockheed Martin Corporation - Aerospace & Defense

Key arguments in support of the idea. • Concerns about the F-35 program are exaggerated. • Trump has proposed deploying a U.S. version of Israel’s "Iron Dome". • Selloff tends to the end. Investment Thesis Concerns about the F-35 program are exaggerated. Both Donald Trump and Elon Musk have criticized the program in the context of modernizing the U.S. Air...

Doximity Is Preparing To Report Another Strong Quarter
DOCS
, D
Long
DOCS: Doximity Is Preparing To Report Another Strong Quarter

Key arguments supporting the idea • Doximity is a leader in the rapidly growing telemedicine industry. • The results for Q3 FY2025 may once again impress investors due to the use of AI tools. • Maintaining high growth rates of financial indicators and a strong balance sheet in the medium term. Doximity is the owner of the largest medical social network in...

Southwest Airlines Co.
LUV
, D
Long
LUV: Southwest Airlines Co.

Key arguments in support of the idea. • Changing the structure of the offer. • The shares are poised to align with their industry peers. Investment Thesis Southwest Airlines Co. (LUV) stands as a prominent leader among passenger airlines in the United States. LUV manages an extensive fleet, comprising 811 Boeing 737 aircraft. Changing the structure of the...

McDonald's Corporation
MCD
, D
Long
MCD: McDonald's Corporation

Key idea's supporting arguments: • The decline in stock prices presents an excellent opportunity to open new positions. • The company aims to enhance its value proposition by offering reasonably priced meals and modernizing its stores. • The company’s valuations appear to be moderately positive. Investment thesis • Causes of the Recent Decline. McDonald’s...

Synopsys Inc. Growth Expectations Ahead of the Quarterly Result
SNPS
, D
Long
SNPS: Synopsys Inc. Growth Expectations Ahead of the Quarterly Result

Key arguments in support of the idea. ▪ Expectation of a robust quarterly report. ▪ Attractive entry price and favorable valuation levels based on key multiples. Investment Thesis Synopsys, Inc. (SNPS) is the largest computer-aided design (CAD) company in the electronics design industry. Its flagship product, Design Compiler, is a widely recognized logic...

Penske Automotive Group, Inc
PAG
, D
Long
PAG: Penske Automotive Group, Inc

Key arguments in support of the idea. • The robust state of the U.S. automotive market suggests potential revenue growth for PAG in the upcoming years. • PAG's stock appears undervalued when compared to its historical average levels. Investment Thesis Penske Automotive Group Inc. (PAG) is a diversified international transportation services company and one of...

Nike's Sales Drop by Nearly a Billion Dollars During the Olympic
NKE
, D
Long
NKE: Nike's Sales Drop by Nearly a Billion Dollars During the Olympic

Nike's shares fell for the fourth consecutive time following the financial release, but this correction was less pronounced than in previous instances. Although the Company narrowly met its revenue targets and failed to offer positive signals for the future, it appears investors believe that the primary negative factors have already been factored in. Furthermore,...

Micron Technology – New Growth Cycle
MU
, D
Long
MU: Micron Technology – New Growth Cycle

Key Supporting Arguments ▪ Rising sales of AI-enabled smartphones and PCs ▪ Favorable pricing environment for memory chips in the upcoming quarters ▪ A quarterly report that will be released on September 25 is expected to be strong and provide a more positive outlook for this quarter and the year ▪ Micron Technology has resumed its buyback program ...

Anticipating Growth Post-Correction
ZS
, D
Long
ZS: Anticipating Growth Post-Correction

Key arguments in support of the idea. ▪ We believe the stock is currently undervalued, given the strong fundamentals of the business. ▪ Zscaler stock presents an attractive entry point, with appealing valuation levels across key multiples. Investment Thesis Zscaler Inc. (ZS) is an American cloud cybersecurity company headquartered in San Jose, California....

A NEW WORD IN LUNG CANCER TREATMENT
NUVB
, D
Long
NUVB: A NEW WORD IN LUNG CANCER TREATMENT

Supporting Arguments • The results of the Phase 2 trials of taletrectinib are expected to be presented at the ESMO Congress. • The technical outlook for NUVB appears favorable. Investment Thesis Nuvation Bio (NUVB) is a biopharmaceutical company dedicated to addressing unmet needs in oncology through the development of differentiated and innovative...

Gerdau S.A. Pfd Sponsored ADR Repr 1 Pfd Sh
GGB
, D
Long
GGB: Gerdau S.A. Pfd Sponsored ADR Repr 1 Pfd Sh

A play on steel price recovery & dropped raw materials Supporting Arguments ▪ Steel prices to gain from China’s support measures & rate cuts ▪ A drop in raw materials prices to support Gerdau’s margins ▪ Valuation multiples also imply upside for the name Investment Thesis Gerdau is a Brazilian long steel producer, the largest in the Americas, as well as...

Endeavour Silver Corp. - Precious Metals
EXK
, D
Long
EXK: Endeavour Silver Corp. - Precious Metals

Key arguments supporting the idea Gold is currently trading above $2500, reflecting a 36% increase from its low point last October and a 23% rise since the start of the new bull run in late February. However, the market has yet to price-in these astronomical gold price levels with gold mining stocks. We conducted a thorough analysis of the gold mining landscape...

Gold Fields Limited - Who benefits most from the gold rally?
0IYR
, D
Long
0IYR: Gold Fields Limited - Who benefits most from the gold rally?

Key arguments supporting the idea Gold is currently trading above $2500, reflecting a 36% increase from its low point last October and a 23% rise since the start of the new bull run in late February. However, the market has yet to price-in these astronomical gold price levels with gold mining stocks. We conducted a thorough analysis of the gold mining landscape...

Pfizer (PFE) – Post-Covid Growth Prospects
PFIZER
, D
Long
PFIZER: Pfizer (PFE) – Post-Covid Growth Prospects

Post-Covid Growth Prospects Supporting Arguments • Pipeline and portfolio advancement ensures better long-term growth prospects for Pfizer’s pharmaceutical business • Favorable fundamental and technical analysis Investment Thesis Pfizer is an American multinational pharmaceutical and biotechnology corporation, specializing in the development of medicines...

Rio Tinto plc Sponsored ADR
RIO
, D
Long
RIO: Rio Tinto plc Sponsored ADR

Other Metals/Minerals Rio emerges as the one mining company worth the trade Key arguments supporting the idea - High production performance outshines that of competitors - Expansion projects underway, including one of the largest iron ore mining operations - M&A opportunities due to restructuring of competitors BHP and Anglo American Investment thesis ...

Southwestern Energy Company (SWN)
SWN
, D
Long
SWN: Southwestern Energy Company (SWN)

Supporting Arguments • Natural Gas Price Recovery. • Undervaluation. Investment Thesis Southwestern Energy Company (SWN) is one of the largest natural gas producers in the US. By the end of 2023, natural gas accounted for 74% of the Company’s hydrocarbon revenue, despite the collapse in gas prices that year, with liquefied natural gas standing at 17% and oil...

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