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6 days ago | 
seekingalpha.com | Daniel Jones
Apr. 18, 2025 11:46 AM ETSummarySmithfield Foods, recently public again, shows disappointing financial performance despite an attractive valuation; revenue has been inconsistent, leading me to rate it a 'hold'. The company has streamlined its product offerings, focusing on high-growth categories, and improved its segment profit margin from 6% to 13%.
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6 days ago | 
seekingalpha.com | Daniel Jones
SummaryDouglas Dynamics' financial performance has been mixed, resulting in a 24.1% stock drop despite cheaper EV to EBITDA valuation and economic uncertainty, prompting a downgrade to 'hold'. The company’s revenue has declined from $616.1 million to $568.5 million over three years, with a significant drop in the Work Truck Attachments segment. Management forecasts higher 2025 sales between $610 million and $650 million, but economic and supply chain uncertainties could impact these projections.
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6 days ago | 
seekingalpha.com | Daniel Jones
SummaryGranite Construction remains a 'buy' due to its strong financial performance, attractive valuation, and management's optimistic outlook for 2025, despite the recent stock price decline. The company's revenue grew 14.2% in 2024, driven by acquisitions and higher sales prices, with significant growth in both the Materials and Construction segments.
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1 week ago | 
seekingalpha.com | Daniel Jones
Apr. 17, 2025 11:17 AM ET, SummaryDespite a 20.6% stock drop and worsening financials, Utah Medical Products remains a 'buy' due to its $83 million cash reserve and no debt. Revenue fell from $52.3 million in 2022 to $40.9 million in 2024, with significant declines in PendoTECH OEM and OUS Distributors categories. Litigation risks exist but have been managed well, with multiple cases dismissed or won, reducing potential impact on operations.
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1 week ago | 
seekingalpha.com | Daniel Jones
SummaryZurn Elkay Water Solutions has shown impressive revenue and profit growth, driven by a major merger and core sales increases across product categories. Despite positive financial performance and reduced leverage, the stock is fairly valued, leading to a 'hold' rating until further data is available. Analysts expect continued revenue and profit growth in the upcoming earnings report, but significant surprises are needed to justify a more bullish stance.
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1 week ago | 
seekingalpha.com | Daniel Jones
Apr. 16, 2025 4:48 PM ET, , , , , SummaryThe Estée Lauder Companies Inc.'s stock has seen an 82.8% share price drop due to declining revenue, profits, and cash flows, especially in Asian markets. Poor consumer sentiment in China and South Korea, intense competition, and bad strategic decisions like the TOM FORD acquisition have hurt the company. Despite an attractive EL share price, significant structural and economic challenges persist, prompting a "hold" rating until stability is observed.
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1 week ago | 
seekingalpha.com | Daniel Jones
Apr. 16, 2025 10:29 AM ETSummaryMarket uncertainty is high, but holding stocks and dollar-cost averaging is advisable unless you have a short investment horizon. Energizer Holdings stock remains a 'buy' despite a 23% drop in shares, driven by organic revenue growth and strategic management actions. The company's revenue and net income have increased, with significant gains in the Auto Care segment, despite foreign currency and hyperinflation impacts.
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1 week ago | 
seekingalpha.com | Daniel Jones
Apr. 16, 2025 5:31 AM ET, , , , SummaryThe ongoing trade war and China's decision to halt Boeing deliveries exacerbate the company's existing operational challenges, justifying a bearish 'sell' rating. Boeing's market share is threatened by Airbus, with significant job losses and economic repercussions if Boeing's issues persist. Despite some new orders from other Asian countries, the uncertainty with China poses a substantial risk to Boeing's future growth.
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1 week ago | 
seekingalpha.com | Daniel Jones
Apr. 15, 2025 4:35 PM ET, , , , , SummaryEdgewell Personal Care Company remains a “Buy” despite a 20.9% share decline, driven by broader economic concerns and reduced 2025 guidance. The company's revenue and profit figures have seen declines, but shares are cheap, both absolutely and relative to peers. Management expects slight financial improvement this year, with organic revenue projected to rise 1-3% and adjusted earnings per share forecasted at $3.15-$3.35.
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1 week ago | 
seekingalpha.com | Daniel Jones
Apr. 15, 2025 10:15 AM ET, , , , , , , , , , , , , , , , , SummarySCHD's returns are suboptimal compared to broader market indices over the long term, despite occasional short-term outperformance. The high dividend yield and stability of SCHD's underlying companies do not justify its overall poor performance. A portfolio of five large, diverse companies offers better returns and yield than SCHD.
