Investment Review №345. Treasuries vs Stocks
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 |
| PHIN | PHINIA Inc. | Auto Parts | 2 645 | 2026-05-19 | 71,5 | 88,0 | 2027-05-19 | 23% | 66 | BUY |
| NXT | Nextpower Inc. Class A | Solar | 18 874 | 2026-05-05 | 127,1 | 142,0 | 2027-05-05 | - | 111 | Target Reached on 13.05.2026 |
| NGVC | Natural Grocers by Vitamin Cottage, Inc. | Grocery Stores | 681 | 2026-04-21 | 29,6 | 36,0 | 2027-04-21 | - | 26 | Stop-loss on 08.05.2026 |
| PLAB | Photronics, Inc. | Semiconductors & Semiconductor Equipment | 2 699 | 2026-04-07 | 45,8 | 49,0 | 2027-04-07 | - | 34 | Target Reached on 20.04.2026 |
| ECG | Everus Construction Group, Inc. | Construction & Engineering | 7 465 | 2026-03-24 | 146,3 | 138,0 | 2027-03-24 | - | 104 | Target Reached on 23.04.2026 |
| BHRB | Burke Herbert Financial Services Corp | Financial Services | 1 247 | 2026-03-10 | 61,9 | 74,0 | 2027-03-10 | 20% | 56 | BUY |
| ELMD | Electromed, Inc. | Medical Devices | 318 | 2026-02-24 | 38,4 | 36,0 | 2027-02-24 | - | 18 | Target Reached on 14.05.2026 |
| ERO | Ero Copper Corp. | Mining and Mineral Products | 2 749 | 2026-02-10 | 26,4 | 36,0 | 2027-02-10 | - | 28,5 | Stop-loss on 17.02.2026 |
| FEIM | Frequency Electronics, Inc. | Aerospace & Defense | 570 | 2026-01-27 | 58,0 | 64,0 | 2027-01-27 | - | 49 | Stop-loss on 04.02.2026 |
| GWRS | Global Water Resources, Inc. | Water Utilities | 196 | 2026-01-13 | 6,8 | 9,6 | 2027-01-13 | - | 7,95 | Stop-loss on 05.03.2026 |
| DXPE | DXP Enterprises, Inc. | Industrial Distribution | 2 176 | 2025-12-02 | 140,4 | 121,0 | 2026-12-02 | - | 80 | Target Reached on 15.01.2026 |
| EOG | EOG Resources, Inc. | Integrated Oil | 76 858 | 2025-11-18 | 144,3 | 125,0 | 2026-11-18 | - | 101,6 | Stop-loss on 19.12.2025 |
| UTL | Unitil Corporation | Electric Utilities | 919 | 2025-11-04 | 51,1 | 55,0 | 2026-11-04 | - | 46,5 | Target Reached on 09.04.2026 |
| NOW | ServiceNow, Inc. | Software | 105 018 | 2025-10-21 | 101,8 | 220,0 | 2026-10-21 | - | 155,4 | Stop-loss on 15.12.2025 |
| COP | ConocoPhillips | Oil & Gas Production | 152 421 | 2025-10-08 | 125,1 | 114,0 | 2026-10-08 | - | 83,4 | Target Reached on 02.03.2026 |
| WAB | Westinghouse Air Brake Technologies Corporation | Machinery | 43 317 | 2025-09-24 | 255,3 | 226,0 | 2026-09-24 | - | 179 | Target Reached on 09.01.2026 |
| ADNT | Adient plc | Auto Parts & Equipment | 1 542 | 2025-09-10 | 19,7 | 29,2 | 2026-09-10 | - | 22 | Stop-loss on 05.11.2025 |
| ORLA | Orla Mining Ltd. | Mining and Mineral Products | 4 186 | 2025-08-27 | 12,2 | 14,0 | 2026-08-27 | - | 9 | Target Reached on 28.11.2025 |