Posted on 2/10/21
CoStar Group Remains A Buy - Quality Shouldn't Be Cheap
Summary CoStar enjoys high-quality recurring revenues that hit new highs on a quarterly basis.Management remains hungry for acquisitions, while the company's cash-cow business model can easily . . .
Posted on 10/14/20
DaVita: Potential For Double-Digit Returns, Powered By Buybacks And An Attractive Valuation
SummaryDaVita's business model is able to provide the company with very reliable and stable revenues, as patients need their dialysis treatment on a constant basis.In spite . . .
Posted on 9/28/20
Dunkin' Brands: Potential For Double-Digit Annualized Returns Despite Recent Operational Challenges
SummaryWhile the dine-in aspect of restaurants faces key issues, businesses such as Dunkin' Brands, who have focused on carry-out, and delivery service only, managed to mitigate . . .
Posted on 9/22/20
DexCom: Not Too Late To The Party
DexCom (NASDAQ:DXCM), the leading provider of continuous glucose monitoring (CGM) systems in the United States and internationally, has been a long-term compounder of shareholder returns.
Posted on 9/14/20
VeriSign: A Buyback Machine, Attractively Priced
SummaryVeriSign enjoys recession-proof cash flows, consistently improving as the demand for domain names remains stable.Management has been massively rewarding shareholders over the years through an aggressive . . .
Posted on 8/17/20
Northrop Grumman: Potential For Massive Returns, With A Considerable Margin Of Safety
SummaryNorthrop Grumman enjoys contractually-secured governmental cash flows. The company has proven it can generate robust profitability even under reduced DoD budgets.The company's medium-term return potential is . . .
Posted on 8/17/20
CoStar Group: Shares Remain Investable Even After The Recent Rally
SummaryCoStar enjoys extremely reliable cash flows, with plentiful margins.The stock lacks tangible capital returns and trades at a historically high valuation.However, CoStar remains investable. Medium-term shareholder . . .
Posted on 8/17/20
Dividend King Stanley Black & Decker Is Too Expensive, Snap-On Offers Higher Expected Returns
SummaryStanley Black & Decker's has been growing, but its reduced gross margins have held back additional potential profitability.The company's DPD increases have been decelerating, with the . . .
Posted on 8/14/20
Huntington Ingalls Industries: An Attractively Priced Shareholder Value-Creation Machine
SummaryHuntington Ingalls Industries displays some robust financials.The stock is an optimal pick for dividend growth investors, with shares trading at an attractive valuation.We project double-digit investor . . .
Posted on 8/11/20
Iron Mountain: The 8.4% Yield Remains Covered - Attractive Return Potential Even Under Further Growth Deceleration
SummaryIron Mountain delivered robust storage revenue growth despite the ongoing headwinds.The dividend remains covered under current expected AFFOs. The stock offers an attractive medium-term return potential, . . .
Posted on 8/6/20
AvalonBay Communities: Lock In The 4.24% Yield Before Shares Rebound
We do love the growth aspects of our portfolio. Being invested in the U.S.'s major indices, we are certainly happy with our, on paper, capital gains. . . .
Posted on 8/2/20
American Tower Corp: Attractive Return Potential Remains Despite The Rally
Over the past few weeks, we have written two articles on CyrusOne (CONE) and Crown Castle (CCI), which operate in the data center and cell tower . . .
Posted on 7/21/20
CyrusOne: The Fastest-Growing Data Center REIT Offers Double-Digit Return Potential
Summary CyrusOne's growth is strong, with a robust development pipeline.The company has the potential for double-digit medium-term returns, even with prudent growth projections.Competition risks remain, but . . .
Posted on 7/15/20
Lockheed Martin: A $500/Share By 2022 Is More Than Likely, Backed By Uncle Sam
Lockheed Martin (LMT) has surprised me lately. Like every other stock, shares plummeted during the Coronavirus selloff. While there has been a partial recovery, it has . . .
Posted on 6/25/20
Altria Offers A Generational Opportunity With 12.6% Expected CAGR Returns
SummaryAltria's EPS and DPS growth is set to continue.Prudent estimates project double-digit returns even if the valuation remains low.The current well-covered yield of 8.1% and the . . .
Posted on 6/24/20
Altria Offers A Generational Opportunity With 12.6% Expected CAGR Returns
SummaryAltria's EPS and DPS growth is set to continue.Prudent estimates project double-digit returns even if the valuation remains low.The current well-covered yield of 8.1% and the . . .
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