Diligence Matters
The compelling mix of strong fundamentals and an attractive valuation position this company as a promising option.
Italo Mendonca
Italo Mendonca
Featured Stock in May’s Exec Comp & ROIC Model Portfolio
Get the featured stock in May's Exec Comp Aligned with ROIC Model Portfolio.
Italo Mendonca
Sticking With The Classics
Strong fundamentals and macroeconomic tailwinds make this company an attractive stock in the current environment.
Italo Mendonca
Brick By Brick
The company’s earnings continue to beat expectations yet the stock’s valuation implies a large, permanent decline in profits.
Italo Mendonca
Rx For Success
This company’s earnings continue to beat expectations yet the valuation of its stock implies only modest profit growth and still holds upside.
Italo Mendonca
Featured Stock in April’s Safest Dividend Yields Model Portfolio
Get a look at the featured Stock from April's Safest Dividend Yields Model Portfolio, which leverages our proven-superior research.
Italo Mendonca
Defense Is The Best Offense
Thi company is well positioned to weather a recession and to expand profit margins.
Italo Mendonca
Featured Stock in April’s Exec Comp & ROIC Model Portfolio
Get the featured stock in April's Exec Comp Aligned with ROIC Model Portfolio.
Italo Mendonca
Treasure Trove in the Oil Sands
Fears of an economic slowdown and safety concerns provide investors an opportunity to buy this Energy stock at a very attractive discount.
Italo Mendonca
Position Close Update: Insight Enterprises, Inc. (NSIT)
Given the company’s fairer valuation relative to other Long Ideas, this stock holds limited upside potential.
Italo Mendonca
Featured Stocks in April’s Most Attractive/Most Dangerous Model Portfolios
See two of the featured stocks from this month’s Most Attractive and Most Dangerous Stocks model portfolios.
Italo Mendonca
Manufacturing the Future
This company is well-positioned to weather a recession and expand profit margins and the stock still offers attractive risk/reward.
Italo Mendonca
Trust Is Back in Vogue
As the crisis in regional banks erodes trust in the financial sector, our Long Idea this week features a company that has embodied trust since 1799.
Italo Mendonca
Featured Stocks in March’s Most Attractive/Most Dangerous Model Portfolios
See two of the featured stocks from this month’s Most Attractive and Most Dangerous Stocks model portfolios.
Italo Mendonca
Superior Holdings, Reasonable Costs
After rigorous analysis of 7,300 mutual funds, we found a fund that successfully picks businesses with quality earnings and cheap valuations.
Italo Mendonca
Featured Stock in February’s Dividend Growth Model Portfolio
Eleven new stocks made February's Dividend Growth Stocks Model Portfolio. Get a free look at one of the stocks in this month’s portfolio.
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Charging Forward
This diversified petrochemicals, renewables, and liquefied natural gas (LNG) business offers attractive risk/reward.
Italo Mendonca
Featured Stock in February’s Safest Dividend Yields Model Portfolio
Get a look at the featured Stock from February's Safest Dividend Yields Model Portfolio, which leverages our proven-superior research.
Italo Mendonca
Raising the Roof
After record 4Q22 results, this stock still offers attractive risk/reward and could be worth at least 30% higher than the current price.
Italo Mendonca
Featured Stock in February’s Exec Comp & ROIC Model Portfolio
Get the featured stock in February's Exec Comp Aligned with ROIC Model Portfolio.
Italo Mendonca