Sprouts Farmers Market is mispriced as a maturing grocer, but its long-term growth runway remains robust. SFM's smaller store format, high margins, and strong unit economics position it for superior ...
Short-term global economic shocks, like the ongoing Middle East conflict, have the potential to temporarily slow the growth ...
Scorpio Tankers (NYSE:STNG) stock recently slipped on reports that a peace deal for the Israel-Hamas conflict was close. While the latest proposal has fallen through, both parties appear more willing ...
Basic-Fit released their FY21 results in March which reflected a number of very positive developments. I continue to believe the path to 2,000 clubs by 2025 remains feasible, which will result in ...
We maintain our $69 fair value estimate for shares of narrow-moat Sensata Technologies after positive first-quarter results and second-quarter guidance leave our long-term thesis intact. Sensata’s ...
Intact Financial’s 14% dip looks less like trouble and more like a rare chance to buy a proven compounder cheaper. Some pullbacks deserve a shrug, while others deserve a second look. Intact Financial ...