Investment Review №341. The Obvious and the Unbelievable
Recommendations on Shares
Current long term recommendation list
| Ticker | Company Name | Industry | "Market Cap., $M" | Date of last analysis | Current Price | Target Price | Investment Horizont | Current Upside (%) | Stop-loss | Recom-mendation / Comment |
| ECG | Everus Construction Group, Inc. | Construction & Engineering | 6 161 | 2026-03-24 | 120,8 | 138,0 | 2027-03-24 | 14% | 104 | BUY |
| BHRB | Burke Herbert Financial Services Corp | Financial Services | 928 | 2026-03-10 | 61,7 | 74,0 | 2027-03-10 | 20% | 56 | BUY |
| ELMD | Electromed, Inc. | Medical Devices | 204 | 2026-02-24 | 24,7 | 36,0 | 2027-02-24 | 46% | 18 | BUY |
| ERO | Ero Copper Corp. | Mining and Mineral Products | 2 575 | 2026-02-10 | 24,7 | 36,0 | 2027-02-10 | - | 28,5 | Stop-loss on 17.02.2026 |
| FEIM | Frequency Electronics, Inc. | Aerospace & Defense | 414 | 2026-01-27 | 42,1 | 64,0 | 2027-01-27 | - | 49 | Stop-loss on 04.02.2026 |
| GWRS | Global Water Resources, Inc. | Water Utilities | 212 | 2026-01-13 | 7,4 | 9,6 | 2027-01-13 | - | 7,95 | Stop-loss on 05.03.2026 |
| DXPE | DXP Enterprises, Inc. | Industrial Distribution | 2 181 | 2025-12-02 | 140,5 | 121,0 | 2026-12-02 | - | 80 | Target Reached on 15.01.2026 |
| EOG | EOG Resources, Inc. | Integrated Oil | 76 466 | 2025-11-18 | 142,5 | 125,0 | 2026-11-18 | - | 101,6 | Stop-loss on 19.12.2025 |
| UTL | Unitil Corporation | Electric Utilities | 928 | 2025-11-04 | 51,6 | 55,0 | 2026-11-04 | 7% | 46,5 | BUY |
| NOW | ServiceNow, Inc. | Software | 109 464 | 2025-10-21 | 104,7 | 220,0 | 2026-10-21 | - | 155,4 | Stop-loss on 15.12.2025 |
| COP | ConocoPhillips | Oil & Gas Production | 158 110 | 2025-10-08 | 129,4 | 114,0 | 2026-10-08 | - | 83,4 | Target Reached on 02.03.2026 |
| WAB | Westinghouse Air Brake Technologies Corporation | Machinery | 41 882 | 2025-09-24 | 245,6 | 226,0 | 2026-09-24 | - | 179 | Target Reached on 09.01.2026 |
| ADNT | Adient plc | Auto Parts & Equipment | 1 634 | 2025-09-10 | 20,9 | 29,2 | 2026-09-10 | - | 22 | Stop-loss on 05.11.2025 |
| ORLA | Orla Mining Ltd. | Mining and Mineral Products | 4 958 | 2025-08-27 | 14,3 | 14,0 | 2026-08-27 | - | 9 | Target Reached on 28.11.2025 |
| GGB | Gerdau S.A. Pfd Sponsored ADR Repr 1 Pfd Sh | Steel Mining | 6 633 | 2025-08-13 | 3,4 | 3,5 | 2026-08-13 | - | 2,61 | Target Reached on 29.10.2025 |
| O | Realty Income Corporation | REIT | 56 375 | 2025-07-29 | 60,5 | 63,5 | 2026-07-29 | - | 52,8 | Target Reached on 05.02.2026 |
| MRVL | Marvell Technology, Inc. | Semiconductors & Semiconductor Equipment | 80 750 | 2025-07-15 | 92,4 | 90,0 | 2026-07-15 | - | 65 | Stop-loss on 29.08.2025 |
| M | Macy's, Inc. | Discount Stores | 4 887 | 2025-07-01 | 18,4 | 14,0 | 2026-07-01 | - | 10,5 | Target Reached on 03.09.2025 |