Buy Thesis

Why ADP Remains a Top Pick: Growth, Stability, and Market Expansion

Summary Consistent Revenue Growth: ADP projects a 6-7% revenue increase for 2024, primarily driven by its Employer Services, which make up 67% of total revenue. Strategic PEO and Client Fund Interests:...

Why I Bet on Lululemon: How It’s Shaping the Future of Fitness Fashion

Summary Rising Health and Self-Consciousness: The global wellness market is significant, fostering growth in the Athleisure Market. COVID-19 accelerated this trend through digital fitness platforms,...

ADM: Are Accounting Probes & Commodity Risks Already Priced In?

Summary ADM's nutrition unit is under scrutiny for accounting practices potentially affecting executive bonuses, with over $70 million in question, despite contributing less than 10%...

Why SBA Communications Stands Out as My Top Investment Choice

Summary Revenue Growth through Site Leasing: SBA Communications Corporation (SBAC) generates significant revenue by leasing space on its cell towers to mobile carriers, focusing on...

Dominion Energy: Yield Plus Capital Appreciation in an Undervalued Sector

Summary Utility Sector Exposure: Dominion Energy is seen as a way to increase exposure to the utilities sector, which has underperformed compared to the S&P...