At about 18x 2027 earnings, with net cash, a 5.7% free cash flow yield and an unused repurchase authorization underneath it, TechnipFMC is mispriced.
Read Article ›In the June quarter, the company finished the hardest thing it has attempted in decades: cutting Amazon's volume by more than half from 2024 levels, roughly two million pieces a day, alongside some 78,000 operational positions, close to 150 buildings, and about $4.5 billion of...
Read Article ›The market is pricing Skyward Specialty as though the soft market will eventually find it. The division table says it looked, and moved. At under 10x FY27 operating earnings that is a mispriced security, with the harvest quarters as the honest place it could go wrong.
Read Article ›The market is not underpricing Enterprise Products Partners so much as pricing it correctly as a spread product and then marking it against a Treasury curve that has moved violently.
Read Article ›The catalyst the market is under-weighting is the second derivative on organic billings: a steepening curve off a de-risked trough, with a bankrupt-tenant claim thrown in for free. The catalyst that broke this stock — the fiber write-downs, the dividend cut, the DISH default, ...
Read Article ›Copart just delivered revenue growth, margin expansion, and higher EPS despite falling insurance volumes, backed by record pure-sale penetration, a rising total-loss frequency that structurally feeds its inventory, and a global bidder base that props up per-car economics.
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