JP Research
Contributor since: 2016
FEMSA: Going Back To Basics With Valora Acquisition
Tata Motors: Weak Quarter But On Track For A Rebound
Keyence: YTD Correction Overdone, Re-Rating Potential Intact
ICICI Bank: Long-Term Compounding Potential Intact
Tenaris: Solidifying Its Industry Leadership With Benteler Acquisition
Capital Power: Risk/Reward Turns Increasingly Favorable Following Midland Cogen Acquisition
Enghouse Systems: Enterprise Software Rollup Embarking On A New M&A Cycle
Greif: Compelling Long-Term Growth Story At A Discount
Performance Food: A Defensive Pick Poised To Ride Out Any Macro Turbulence
Signify Health: ECS Wind Down Sheds Light On Compelling Valuation
Hubbell: A Pricey Play On Secular Industrial Tailwinds
R1 RCM: Long-Term Growth Story Intact Following Cloudmed Acquisition
Verint Systems: Clear Path To Unlocking Long-Term Earnings Power
CAE: Well-Positioned For A Post-COVID Rebound
KAR Auction Services: 'New' KAR On Offer At A Bargain Price
Convey Health: An Almost Certain Deal Close
Millicom: Compelling Risk/Reward Amid Depressed Stock Valuation
Corus Entertainment: A Compelling >30% FCF Yield Opportunity
Patterson Companies: Defying The Industry-Wide Pessimism
Naspers: A Positive Step Toward Unlocking The NAV Discount
Holcim: M&A Drives Long-Term Transformation Efforts
Voya Financial: Taking Another Positive Step Forward With Accretive AGI Deal
Flywire: A Growth Asset With Upside Potential - Despite The Valuation
HDFC Bank: Best-In-Class Indian Bank Weighed Down By Transitory Headwinds
Eventbrite: Growth Story Intact But Premium Valuation Raises Downside Risk
Raymond James: Compelling Setup Into The Rate Hike Cycle
Pernod Ricard: A Defensive Pick To Ride The Macro Turbulence
Talkspace: Deep Value Opportunity Primed For A Takeout
Roper Technologies: Near-Term Dilution Vs. Long-Term Capital Deployment Optionality
AltaGas: Crystallizing Shareholder Value With Alaskan Utilities Sale
CRH: Unlocking More M&A-Led Growth With Barrette Acquisition
Cowen: A Deeply Discounted Opportunity
Valvoline: Potential Separation Event Highlights Underlying Value
Bright Horizons: On Track For A Post-COVID Re-Rating
Televisa: On Offer At A Compelling Valuation Discount
Richemont: Still A Fundamentally Compelling Story
Parsons: Moving In The Right Direction With Xator Acquisition
Avantor: Narrowing The Relative Valuation Gap
Nuvei: Impressive Growth Outlook Drives Favorable Risk/Reward
LPL Financial: Compounding Through The Cycles