Investment Review №337. A shift toward hedging
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 | Recommendation / Comment |
| FEIM | Frequency Electronics, Inc. | Aerospace & Defense | 548 | 2026‑01‑27 | 56,0 | 64,0 | 2027‑01‑27 | 14% | 49 | BUY |
| GWRS | Global Water Resources, Inc. | Water Utilities | 250 | 2026‑01‑13 | 8,7 | 9,6 | 2027‑01‑13 | 10% | 7,95 | BUY |
| DXPE | DXP Enterprises, Inc. | Industrial Distribution | 1 995 | 2025‑12‑02 | 127,3 | 121,0 | 2026‑12‑02 | - | 80 | Target Reached on 15.01.2026 |
| EOG | EOG Resources, Inc. | Integrated Oil | 58 921 | 2025‑11‑18 | 108,6 | 125,0 | 2026‑11‑18 | 15% | 101,6 | Stop-loss on 19.12.2025 |
| UTL | Unitil Corporation | Electric Utilities | 896 | 2025‑11‑04 | 50,0 | 55,0 | 2026‑11‑04 | 10% | 46,5 | HOLD |
| NOW | ServiceNow, Inc. | Software | 136 860 | 2025‑10‑21 | 131,8 | 220,0 | 2026‑10‑21 | 67% | 155,4 | Stop-loss on 15.12.2025 |
| COP | ConocoPhillips | Oil & Gas Production | 123 411 | 2025‑10‑08 | 99,9 | 114,0 | 2026‑10‑08 | 14% | 83,4 | BUY |
| WAB | Westinghouse Air Brake Technologies Corporation | Machinery | 39 614 | 2025‑09‑24 | 231,7 | 226,0 | 2026‑09‑24 | - | 179 | Target Reached on 09.01.2026 |
| ADNT | Adient plc | Auto Parts & Equipment | 1 760 | 2025‑09‑10 | 22,2 | 29,2 | 2026‑09‑10 | - | 22 | Stop-loss on 05.11.2025 |
| ORLA | Orla Mining Ltd. | Mining and Mineral Products | 6 398 | 2025‑08‑27 | 18,8 | 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 | 8 558 | 2025‑08‑13 | 4,5 | 3,5 | 2026‑08‑13 | - | 2,61 | Target Reached on 29.10.2025 |
| O | Realty Income Corporation | REIT | 56 041 | 2025‑07‑29 | 60,9 | 63,5 | 2026‑07‑29 | 4% | 52,8 | HOLD |
| MRVL | Marvell Technology, Inc. | Semiconductors & Semiconductor Equipment | 70 333 | 2025‑07‑15 | 82,9 | 90,0 | 2026‑07‑15 | - | 65 | Stop-loss on 29.08.2025 |
| M | Macy's, Inc. | Discount Stores | 5 419 | 2025‑07‑01 | 20,4 | 14,0 | 2026‑07‑01 | - | 10,5 | Target Reached on 03.09.2025 |
| TTAN | ServiceTitan, Inc. Class A | Software | 7 404 | 2025‑06‑17 | 91,7 | 145,0 | 2026‑06‑17 | - | 87 | Stop-loss on 17.11.2025 |
| FUTU | Futu Holdings Ltd. Sponsored ADR Class A | Financial Services | 15 454 | 2025‑06‑03 | 163,0 | 140,0 | 2026‑06‑03 | - | 85 | Target Reached on 09.07.2025 |
| JNJ | Johnson & Johnson | Pharmaceuticals | 540 742 | 2025‑05‑20 | 224,4 | 180,0 | 2026‑05‑20 | - | 130 | Target Reached on 20.08.2025 |
| V | Visa Inc. Class A | Financial Services | 548 314 | 2025‑05‑06 | 325,3 | 400,0 | 2026‑05‑06 | 23% | 315 | BUY |
| TKO | TKO Group Holdings, Inc. Class A | Entertainment | 15 721 | 2025‑04‑22 | 199,2 | 175,0 | 2026‑04‑22 | - | 140 | Target Reached on 18.06.2025 |