Arie Investment Management
Contributor since: 2022
Mativ Holdings: Beneficial M&A Effects Are Likely Underestimated
TPI Composites: Massive Incoming Revenue And Cash Flow
Digi International: Smart Cities Demand Implies Higher Stock Price
ATI: Significant Backlog And Undervalued
Kaiser Aluminum: Long-Term Play At A Very Decent Valuation
The Lion Electric: New Facilities May Justify Higher Price
NexTier Oilfield: Undervalued And Recently Increased Its EBITDA Guidance
TORM: Further Increase In Charter Equivalent Rates Would Mean Higher Stock Price
Compass Minerals: After A Great Quarter, Things Could Get Even Better
U.S. Silica: Potential From Both Oil And Renewable Energy Industries
Cementos Pacasmayo: Massive Upside Potential, But Outside The United States
Brigham Minerals: Double-Digit Production Would Justify Higher Price Marks
Battalion: Even With Risks, The New Joint Venture Implies Higher Price
SilverBow Resources: Acquisitions And Production Likely To Push Price Up
Fortis: Completion Of Energy Projects Will Likely Push The Price Up
Niu: Even With Outstanding Free Cash Flows, Too Many Risks
SmartRent: Even Considering The Risks, There Is Upside Potential
Everbridge: There Are Too Many Risks, And It Appears Overvalued
Yum China: Undervalued With Beneficial 2022 Guidance
MasterCraft: Better Guidance For 2022 And New Engines Announced For 2023
Stride: Investing In Education Could Be Quite Profitable
Atlas: More Vessels, Great 2022 Guidance, And Beneficial Estimates
Revlon: The Company Needs Even More Debt Financing
Without Risks, Repsol's Energy Transformation Is Working Out
Smith Micro May Benefit From IoT Growth And New Partnerships
360 DigiTech: Undervalued Artificial Technology Stock With Certain Risks
Xerox: IoT And Cybersecurity May Help Reduce The Debt
The Real Good Food: Massive Revenue Growth, But Risks Are Large
eXp World: Metaverse And Risks From Lower Home Inventory
AeroClean: Beneficial News From The FDA, But There Are Too Many Risks
Redbox Acquisition By Chicken Soup: Total Debt Is Too Large
Copart: Impressive Quarterly Sales Growth Along With Many Risks
Entegris: Beneficial 2022 Guidance And A Lot Of Recurrent Sales Make It Undervalued
Costamare: Entering The Dry Bulk Shipping Industry Could Trigger Stock Price Appreciation
Ubisoft: New Studio In Canada Implies More Production And Upside Potential
TechnipFMC: Just Check The Guidance For 2022 And The Massive Backlog
New Fortress: $2-$2.5 Billion In New Liquidity Could Make The Price Spike
Industrias Bachoco: Further Consolidation Could Push The Price Up
Value Line's Asset Management Firm Is What's Making The Stock Run
HEXO: Undervalued, But With Certain Dilution Risks