Investment Review №343. The return of the bulls
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 |
| NGVC | Natural Grocers by Vitamin Cottage, Inc. | Semiconductors & Semiconductor Equipment | 634 | 21.04.2026 | 27,5 | 36,0 | 21.04.2027 | 31% | 26 | BUY |
| PLAB | Photronics, Inc. | Semiconductors & Semiconductor Equipment | 2 921 | 07.04.2026 | 49,5 | 49,0 | 07.04.2027 | - | 34 | Target Reached on 20.04.2026 |
| ECG | Everus Construction Group, Inc. | Construction & Engineering | 6 588 | 24.03.2026 | 129,1 | 138,0 | 24.03.2027 | 7% | 104 | HOLD |
| BHRB | Burke Herbert Financial Services Corp | Financial Services | 971 | 10.03.2026 | 64,6 | 74,0 | 10.03.2027 | 15% | 56 | BUY |
| ELMD | Electromed, Inc. | Medical Devices | 208 | 24.02.2026 | 25,2 | 36,0 | 24.02.2027 | 43% | 18 | BUY |
| ERO | Ero Copper Corp. | Mining and Mineral Products | 2 819 | 10.02.2026 | 27 | 36,0 | 10.02.2027 | - | 28,5 | Stop-loss on 17.02.2026 |
| FEIM | Frequency Electronics, Inc. | Aerospace & Defense | 538 | 27.01.2026 | 54,7 | 64,0 | 27.01.2027 | - | 49 | Stop-loss on 04.02.2026 |
| GWRS | Global Water Resources, Inc. | Water Utilities | 210 | 13.01.2026 | 7,3 | 9,6 | 13.01.2027 | - | 7,95 | Stop-loss on 05.03.2026 |
| DXPE | DXP Enterprises, Inc. | Industrial Distribution | 2 492 | 02.12.2025 | 160,5 | 121,0 | 02.12.2026 | - | 80 | Target Reached on 15.01.2026 |
| EOG | EOG Resources, Inc. | Integrated Oil | 70 945 | 18.11.2025 | 132,4 | 125,0 | 18.11.2026 | - | 101,6 | Stop-loss on 19.12.2025 |
| UTL | Unitil Corporation | Electric Utilities | 931 | 04.11.2025 | 51,8 | 55,0 | 04.11.2026 | - | 46,5 | Target Reached on 09.04.2026 |
| NOW | ServiceNow, Inc. | Software | 104 746 | 21.10.2025 | 100,1 | 220,0 | 21.10.2026 | - | 155,4 | Stop-loss on 15.12.2025 |
| COP | ConocoPhillips | Oil & Gas Production | 146 999 | 08.10.2025 | 120,3 | 114,0 | 08.10.2026 | - | 83,4 | Target Reached on 02.03.2026 |
| WAB | Westinghouse Air Brake Technologies Corporation | Machinery | 43 841 | 24.09.2025 | 257,6 | 226,0 | 24.09.2026 | - | 179 | Target Reached on 09.01.2026 |
| ADNT | Adient plc | Auto Parts & Equipment | 1 714 | 10.09.2025 | 21,9 | 29,2 | 10.09.2026 | - | 22 | Stop-loss on 05.11.2025 |
| ORLA | Orla Mining Ltd. | Mining and Mineral Products | 4 995 | 27.08.2025 | 14,5 | 14,0 | 27.08.2026 | - | 9 | Target Reached on 28.11.2025 |
| GGB | Gerdau S.A. Pfd Sponsored ADR Repr 1 Pfd Sh | Steel Mining | 8 151 | 13.08.2025 | 4,3 | 3,5 | 13.08.2026 | - | 2,61 | Target Reached on 29.10.2025 |
| O | Realty Income Corporation | REIT | 59 677 | 29.07.2025 | 64 | 63,5 | 29.07.2026 | - | 52,8 | Target Reached on 05.02.2026 |