COMMENT

Highly volatile in the past 3 years and has been sideways, long term. She sees 25% upside and the street ranks this a buy. Energy could do well, depending on the US election.

COMMENT

The street targets 27% upside, though CJT has never met the street's target. Earnings tripled in the past year, though. Interest rate cuts really helped it. but the CEO warns that geopolitical uncertainty is effecting the entire transportation industry and CJT is not impervious to serious cost increases. Scores 6/10 fundamentally. 

BUY ON WEAKNESS

Scores 3/10 for value, but 8/10 in fundamentals. The street sees 8% upside. They last beat earnings, but net income took a hit from a one-time European tax. IPhone sales surged 6% and there's a new IOS 18 update with AI features. All good. Are shifting from hardware to more profitable software, which is smart. She sees upside, but wait for a better entry point.

TOP PICK

Scores 10/10 in her book. A global leader in scientific devices. Earnings grew double digits in the past 5 years and she expects steady growth to come. They raised EPS guidance from $21.35 to $22.00. There's 17% upside.

(Analysts’ price target is $658.50)
TOP PICK

Demand is resilient despite industry challenges. They introduced new packaging, the 12-oz slim cans. Is trading below its 50-day moving averages, and nearing its 200. A great entry point. It scores 8/10 fundamentally. She see 15% upside. 

(Analysts’ price target is $74.32)
TOP PICK

It has exceeded consensus estimates for the last 5 years with growing revenue margins, working capital and debt reduction. A recent acquisition should add to growth. Energy demand is rising and management is strong. Impressive free cash flow yield looks impressive. She sees 32% upside.

(Analysts’ price target is $10.41)