This article was written by Follow I’m an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators, […]
Copart: Upside Hinges On Results Continuing To Surpass Market Expectations (NASDAQ:CPRT) Read More »
Hudson Pacific Properties: This Duckling REIT Is Ready To Fly Source link Sandpiper Investment Research
Hudson Pacific Properties: This Duckling REIT Is Ready To Fly Read More »
This article was written by Follow I’m an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators,
Ares Management: A Great Business, Just Too Expensive Today (NYSE:ARES) Read More »
MasTec: Getting Expensive In Spite Of Long-Term Tailwinds Source link Sandpiper Investment Research
MasTec: Getting Expensive In Spite Of Long-Term Tailwinds Read More »
Cummins: The Compounder Everyone Seems To Ignore Source link Sandpiper Investment Research
Cummins: The Compounder Everyone Seems To Ignore Read More »
This article was written by Follow I’m an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators,
Boston Scientific: Forward Returns Are Likely To Be Disappointing For Investors Read More »
This article was written by Follow I’m an insurance Case Manager with a deep interest in investing. My investment philosophy is all about buying high quality stocks and great businesses. My favorite businesses are those led by disciplined capital allocators,
Digital Realty Trust Stock: Become Landlord Of AI Through Data Center Growth (NYSE:DLR) Read More »
JamesBrey Introduction In my initial piece on UMH Properties (NYSE:UMH), a specialized REIT with a focus on residential manufactured housing, I noted that the company had been executing steady rental increases and improving occupancy, with the potential for further FFO
UMH Properties: Elevated P/FFO On A Flimsy Foundation (Rating Downgrade) Read More »
Urupong Please note all $ figures in $CAD, not $USD, unless otherwise stated. Introduction I last covered Enghouse Systems (OTCPK:EGHSF) (TSX:ENGH:CA) in March 2024. At the time, I issued a ‘buy’ rating on the company, noting that the market had
Enghouse Systems: Cloudy Challenges, But Share Buybacks On The Horizon (OTCMKTS:EGHSF) Read More »
John M Lund Photography Inc Introduction I first wrote up my initial investment thesis on SkyWest, Inc. (NASDAQ:SKYW) in June 2024. Back then, I felt that SkyWest was a strong American regional airline that had been experiencing improving asset utilization,
SkyWest: This Unique Airline Stock Has Room To Soar (NASDAQ:SKYW) Read More »
