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Long Idea

July 29, 20140Comments

Long Idea 7/29/14

This week's long idea trades at a steep discount to it industry peers despite offering comparable growth and profitability.

by David Trainer, Founder & CEO

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– Universal Health Services (UHS) – 6 reports
– Kimberly-Clark (KMB) – 6 reports
– Allstate (ALL) – 6 reports
– John B. Sanfilippo & Son (JBSS) – 5 reports
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– Lam Research Corp (LRCX) – 5 reports
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– Thor Industries (THO) – 4 reports
– Box, Inc. (BOX) – 4 reports
– Pinterest (PINS) – 4 reports
– Shopify (SHOP) – 4 reports
– MasTec Inc. (MTZ) – 4 reports
– AMC Entertainment (AMC) – 4 reports
– Eventbrite (EB) – 4 reports
– Cummins (CMI) – 4 reports
– Equinix (EQIX) – 3 reports

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