Investment Review №349. High Hopes
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 |
| TTAN | ServiceTitan, Inc. Class A | Software | 6 649 | 2026-07-14 | 80,4 | 105,0 | 2027-07-14 | 30,7% | 64,00 | BUY |
| GOOGL | Alphabet Inc. Class A | Interactive Media & Services | 3 986 862 | 2026-06-30 | 352,5 | 400,0 | 2027-06-30 | 13,5% | 300,00 | BUY |
| NWN | Northwest Natural Holding Co. | Gas Utilities | 2 156 | 2026-06-16 | 51,2 | 57,0 | 2027-06-02 | 11,2% | 45,00 | BUY |
| DLR | Digital Realty Trust, Inc. | REIT | 63 636 | 2026-06-02 | 177,9 | 223,0 | 2027-06-02 | - | 175,00 | Stop-loss on 02.07.2026 |
| PHIN | PHINIA Inc. | Auto Parts | 2 857 | 2026-05-19 | 77,2 | 88,0 | 2027-05-19 | 14,0% | 66,00 | BUY |
| NXT | Nextpower Inc. Class A | Solar | 15 115 | 2026-05-05 | 99,7 | 142,0 | 2027-05-05 | - | 111,00 | Target Reached on 13.05.2026 |
| NGVC | Natural Grocers by Vitamin Cottage, Inc. | Grocery Stores | 753 | 2026-04-21 | 32,7 | 36,0 | 2027-04-21 | - | 26,00 | Stop-loss on 08.05.2026 |
| PLAB | Photronics, Inc. | Semiconductors & Semiconductor Equipment | 1 684 | 2026-04-07 | 28,6 | 49,0 | 2027-04-07 | - | 34,00 | Target Reached on 20.04.2026 |
| ECG | Everus Construction Group, Inc. | Construction & Engineering | 6 805 | 2026-03-24 | 133,3 | 138,0 | 2027-03-24 | - | 104,00 | Target Reached on 23.04.2026 |
| BHRB | Burke Herbert Financial Services Corp | Financial Services | 1 418 | 2026-03-10 | 70,4 | 74,0 | 2027-03-10 | 5,2% | 56,00 | HOLD |
| ELMD | Electromed, Inc. | Medical Devices | 381 | 2026-02-24 | 46,0 | 36,0 | 2027-02-24 | - | 18,00 | Target Reached on 14.05.2026 |
| ERO | Ero Copper Corp. | Mining and Mineral Products | 2 577 | 2026-02-10 | 24,7 | 36,0 | 2027-02-10 | - | 28,50 | Stop-loss on 17.02.2026 |
| FEIM | Frequency Electronics, Inc. | Aerospace & Defense | 536 | 2026-01-27 | 54,5 | 64,0 | 2027-01-27 | - | 49,00 | Stop-loss on 04.02.2026 |
| GWRS | Global Water Resources, Inc. | Water Utilities | 205 | 2026-01-13 | 7,1 | 9,6 | 2027-01-13 | - | 7,95 | Stop-loss on 05.03.2026 |
| DXPE | DXP Enterprises, Inc. | Industrial Distribution | 2 484 | 2025-12-02 | 160,2 | 121,0 | 2026-12-02 | - | 80,0 | Target Reached on 15.01.2026 |
| EOG | EOG Resources, Inc. | Integrated Oil | 74 360 | 2025-11-18 | 139,6 | 125,0 | 2026-11-18 | - | 101,6 | Stop-loss on 19.12.2025 |
| UTL | Unitil Corporation | Electric Utilities | 971 | 2025-11-04 | 54,0 | 55,0 | 2026-11-04 | - | 46,5 | Target Reached on 09.04.2026 |
| NOW | ServiceNow, Inc. | Software | 14 743 | 2025-10-21 | 111,3 | 220,0 | 2026-10-21 | - | 155,4 | Stop-loss on 15.12.2025 |