Monday, September 18, 2017

Eaton Corporation (NYSE:ETN)

  • Investors that did not take advantage of the overreaction to the second quarter earnings miss can still acquire the shares at a discount to fair value.
  • The company is trading at a discount based on our conservative DCF model, which uses a long term EPS growth rate well below that provided by analysts.
  • Lock in the 3.12% dividend and own shares in a power management powerhouse with a diverse portfolio of specialized products sold to a broad array of customers.

See the Full Seeking Alpha Article HERE

Monday, September 11, 2017

Advanced Energy Industries, Inc.(NASDAQ:AEIS)

  • Advanced Energy is a company that has achieved something rather rare, impressive growth with no long-term debt.
  • The balance sheet is very strong, and cash flow has been equally impressive.
  • When a great company is even slightly undervalued, it can make sense to initiate a position, so we rate the company a buy.

See the Full Seeking Alpha Article HERE

Monday, September 4, 2017

Open Text Corp (NASDAQ:OTEX)

  • OpenText has a track record of identifying great acquisition targets, acquiring them at a fair price, and successfully integrating the acquired companies.
  • The company offers an ever more diverse set of solutions to a growing and already impressive customer base.
  • Even if the company only grows earnings at half the rate of analyst estimates or its average historic growth rate, it is undervalued at the present time.
See the Full Seeking Alpha Article HERE

Monday, August 28, 2017

Luxoft (NYSE:LXFT)

  • We think this month's drop in the share price was an overreaction and should be taken advantage of.
  • Luxoft is planning for major growth in its four main segments.
  • The company will be at least somewhat less reliant on the financial services sector and its two main customers.
See Full Seeking Alpha Article HERE

Wednesday, August 23, 2017

Union Pacific Corporation (NYSE: UNP)

  • Energy trends are turning in the company's favor.
  • The company is focused on shareholder returns as seen with its dividend and buyback policies.
  • The five year average profit margin is an impressive 20.73 while five year average return on equity comes in at an equally impressive 22.55.

See Full Seeking Alpha Article HERE

Friday, August 18, 2017

Cabot Corp (NYSE:CBT)

  • Cabot Corporation is undervalued even if you use the low end of their projected growth forecasts.
  • It appears that achieving its growth targets is probable given the global demand outlook for its products along with their global presence.
  • Cabot’s chemicals and performance materials are used in a broad range of industries including transportation, infrastructure, environment and consumer goods such that they are not overly reliant on one industry.
See Full Seeking Alpha Article HERE

Monday, August 7, 2017


  • The company has kept up a trend of increasing revenues, generating nice cash flow, and has no debt.
  • Thanks to the current negative sentiment towards retail in general and specifically footwear retailers, we think investors are now offered a good entry price to acquire shares in DSW.
  • While DSW was overvalued in the past, the heavy decline has brought them within value territory.

See Full Seeking Alpha Article HERE