Class Is Full, and This Educator Owns the Waiting List
A supply crunch is occurring at a time when demand is rising, and that gap will only increase over the next decade.
Joseph Noko
Joseph Noko
Tires Pay the Bills, Batteries Drive the Growth
We see upside in this stock because its valuation implies the business has no profit growth in its future.
Joseph Noko
All of the Bakken’s Cash, None of Its Price Risk
This model drives consistent profit growth, and the business operates more profitably than its peers.
Joseph Noko
Drilling for Bargains
The disconnect between business fundamentals and stock valuation provide Very Attractive Risk/Reward.
Joseph Noko
The Last Refiner Standing
Despite peer-leading profitability and long run tailwinds, the stock is priced as if profits will permanently fall.
Joseph Noko
The Picks-and-Shovels Play for an Oil Supply Crisis
This company offers Attractive risk/reward in an industry with long-term growth prospects.
Joseph Noko
This Fertilizer Firm Farms Profits in Any Season
Cost advantages, combined with centrally located assets, drive industry-leading returns on invested capital (ROIC).
Joseph Noko
Soaring With the Wings of Growing Prosperity
The best opportunities arise when strong profits and growth prospects collide with low expectations.
Joseph Noko