Investment Review №351. S&P 500 Hits New Highs
Recommendations on Shares
Current Long-Term Recommendation List
| Ticker | Company Name | Industry | Market Cap, $ mln | Recommendation Date | Current Price, $ | Target Price, $ | Investment Horizon | Current Upside, % | Stop-Loss | Recommendation |
| BABA | Alibaba Group Holding Limited Sponsored ADR | Internet Retail | 299 579 | 2026-08-11 | 125,2 | 170,0 | 2027-08-11 | 35,76% | 105,00 | BUY |
| NKE | NIKE, Inc. Class B | Apparel, Footwear Retail | 48 698 | 2026-07-28 | 40,5 | 55,0 | 2027-07-28 | 35,77% | 34,00 | BUY |
| TTAN | ServiceTitan, Inc. Class A | Software | 7 613 | 2026-07-14 | 92,0 | 105,0 | 2027-07-14 | 14,13% | 64,00 | BUY |
| GOOGL | Alphabet Inc. Class A | Interactive Media & Services | 3 908 172 | 2026-06-30 | 343,5 | 400,0 | 2027-06-30 | 16,43% | 300,00 | BUY |
| NWN | Northwest Natural Holding Co. | Gas Utilities | 2 119 | 2026-06-16 | 50,3 | 57,0 | 2027-06-02 | 13,23% | 45,00 | BUY |
| DLR | Digital Realty Trust, Inc. | REIT | 72 919 | 2026-06-02 | 197,1 | 223,0 | 2027-06-02 | — | 175,00 | Stop-loss on 02.07.2026 |
| PHIN | PHINIA Inc. | Auto Parts | 2 712 | 2026-05-19 | 74,0 | 88,0 | 2027-05-19 | 18,89% | 66,00 | BUY |
| NXT | Nextpower Inc. Class A | Solar | 15 730 | 2026-05-05 | 103,7 | 142,0 | 2027-05-05 | — | 111,00 | Target Reached on 13.05.2026 |
| NGVC | Natural Grocers by Vitamin Cottage, Inc. | Grocery Stores | 632 | 2026-04-21 | 27,4 | 36,0 | 2027-04-21 | — | 26,00 | Stop-loss on 08.05.2026 |
| PLAB | Photronics, Inc. | Semiconductors & Semiconductor Equipment | 1 975 | 2026-04-07 | 33,5 | 49,0 | 2027-04-07 | — | 34,00 | Target Reached on 20.04.2026 |
| ECG | Everus Construction Group, Inc. | Construction & Engineering | 7 149 | 2026-03-24 | 140,0 | 138,0 | 2027-03-24 | — | 104,00 | Target Reached on 23.04.2026 |
| BHRB | Burke Herbert Financial Services Corp | Financial Services | 1 491 | 2026-03-10 | 73,9 | 74,0 | 2027-03-10 | — | 56,00 | Target Reached on 28.07.2026 |
| ELMD | Electromed, Inc. | Medical Devices | 352 | 2026-02-24 | 42,5 | 36,0 | 2027-02-24 | — | 18,00 | Target Reached on 14.05.2026 |
| ERO | Ero Copper Corp. | Mining and Mineral Products | 3 764 | 2026-02-10 | 36,1 | 36,0 | 2027-02-10 | — | 28,50 | Stop-loss on 17.02.2026 |
| FEIM | Frequency Electronics, Inc. | Aerospace & Defense | 858 | 2026-01-27 | 78,3 | 64,0 | 2027-01-27 | — | 49,00 | Stop-loss on 04.02.2026 |
| GWRS | Global Water Resources, Inc. | Water Utilities | 219 | 2026-01-13 | 7,6 | 9,6 | 2027-01-13 | — | 7,95 | Stop-loss on 05.03.2026 |
| DXPE | DXP Enterprises, Inc. | Industrial Distribution | 3 038 | 2025-12-02 | 195,8 | 121,0 | 2026-12-02 | — | 80,0 | Target Reached on 15.01.2026 |
| EOG | EOG Resources, Inc. | Integrated Oil | 75 081 | 2025-11-18 | 143,1 | 125,0 | 2026-11-18 | — | 101,6 | Stop-loss on 19.12.2025 |