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The new Grand Theft Auto will come out this year which will push shares much higher.

Is merely okay after a couple of mediocre quarters. Is no catalyst to raise this higher.

Will survive this tariff war, TJX will thrive with excess inventory from suppliers.

They will survive this tariff war, because they can source cheap, bulk products.

They will survive this tariff war, because their sourcing of products is so great.

FTG is a small ($230M market cap) global supplier of aerospace and defense electronic products and subsystems. It operates through 'FTG Circuits' (high-tech circuit boards for aviation, defense, and high-tech customers), and 'FTG Aerospace' (designs and manufactures illuminated cockpit products and electronic assemblies). It is hitting new 52-week highs, its five-year sales and earnings have grown at an 8% and 12% CAGR, respectively. Sales growth has been strong in recent years, margins are moving up and to the right, debt levels are low, and it trades at a decent multiple of 16.5X forward earnings. We think it is a strong name with good potential. Some of the risks include its small size ($230M), sales growth has been volatile over the years, and its business is somewhat cyclical. 
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EPS of $0.06 beat estimates of $0.016 and revenues of $28.11M beat estimates of $27.86M. Sales grew 31%, gross profits were up 32%, with a steady gross margin of 49%. Its product revenue grew 26%, driven by SeaPower subsea batteries. Management plans to expand manufacturing in Nova Scotia to meet growing defense demand, and 2025 revenue guidance is $120M to $135M, around a 40% growth rate. The CEO noted growth in defense and offshore energy sectors. These were strong results, and we are encouraged by its guidance. Shares are not cheap at 52X forward earnings, but its growth rate, margins, and geographic and product expansion are all moving in the right direction. While it is difficult to predict the share price one year out, given its strong sales growth rate of 30%+, in a positive market backdrop, we could see the stock hitting new highs (20%+ from here). We would be comfortable buying PNG today.
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Production of 179,051 b/d rose 5.5% and beat estimates  of 174,000. Crude production rose 5.6%; NG liquids production rose 14%; gas production rose 2.7%. EPS of 27c did miss estimates of 39c; Revenue of $942M beat estimates of $876M. Guidance will be provided when the VRN merger closes. Even though they missed estimates, per share earnings still more than doubled. Payout ratio (12 months) is less than 25%. The dividend looks secure even with a drop in commodity prices.
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Red flag when investing in a company: Inventory or receivables rising faster than sales

Sorry, this one requires some math, but investors should always look at receivables and inventory levels in relation to sales when considering a company. Look for consistency: if sales rise 10 per cent, then a 10 per cent increase in inventory is OK, but a 25 per cent rise is not.

Sure, the company might be building inventory for a future growth spurt. But just as likely — if not more likely — the company’s expectations for sales are wrong, and its inventory is building because customers are not buying as fast as expected.

This can hurt two ways. Customers might have too much and thus back off making new sales orders for a period of time, resulting in weak future sales growth at the company you are investigating. Or, worse, you might see the company take a writedown as its inventory becomes obsolete and unsaleable.

Similarly, one needs to watch receivables. If they are growing faster than sales, it could mean your company is offering favourable payment terms in order to secure more sales, or, much worse, it is having trouble collecting on customer invoices.
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