Investment Review №350. A Shift in Priorities
Recommendations on Shares
Current Long-Term Recommendation List
| Ticker | Company Name | Industry (GICS) | Market Cap, $ mln | Recommendation Date | Current Price, $ | Target Price, $ | Investment Horizon | Current Upside, % | Stop-Loss | Recommendation |
| NKE | NIKE, Inc. Class B | Apparel, Footwear Retail | 51 955 | 2026-07-28 | 43,2 | 55,0 | 2027-07-28 | 27% | 34,00 | Buy |
| TTAN | ServiceTitan, Inc. Class A | Software | 6 969 | 2026-07-14 | 84,2 | 105,0 | 2027-07-14 | 25% | 64,00 | Buy |
| GOOGL | Alphabet Inc. Class A | Interactive Media & Services | 3 831 560 | 2026-06-30 | 336,7 | 400,0 | 2027-06-30 | 19% | 300,00 | Buy |
| NWN | Northwest Natural Holding Co. | Gas Utilities | 2 153 | 2026-06-16 | 51,2 | 57,0 | 2027-06-02 | 11% | 45,00 | Buy |
| DLR | Digital Realty Trust, Inc. | REIT | 69 628 | 2026-06-02 | 188,2 | 223,0 | 2027-06-02 | - | 175,00 | Stop-loss on 02.07.2026 |
| PHIN | PHINIA Inc. | Auto Parts | 3 040 | 2026-05-19 | 82,1 | 88,0 | 2027-05-19 | 7% | 66,00 | Hold |
| NXT | Nextpower Inc. Class A | Solar | 14 054 | 2026-05-05 | 92,7 | 142,0 | 2027-05-05 | - | 111,00 | Target Reached on 13.05.2026 |
| NGVC | Natural Grocers by Vitamin Cottage, Inc. | Grocery Stores | 760 | 2026-04-21 | 33,0 | 36,0 | 2027-04-21 | - | 26,00 | Stop-loss on 08.05.2026 |
| PLAB | Photronics, Inc. | Semiconductors & Semiconductor Equipment | 1 647 | 2026-04-07 | 27,9 | 49,0 | 2027-04-07 | - | 34,00 | Target Reached on 20.04.2026 |
| ECG | Everus Construction Group, Inc. | Construction & Engineering | 5 572 | 2026-03-24 | 109,2 | 138,0 | 2027-03-24 | - | 104,00 | Target Reached on 23.04.2026 |
| BHRB | Burke Herbert Financial Services Corp | Financial Services | 1 484 | 2026-03-10 | 73,6 | 74,0 | 2027-03-10 | - | 56,00 | Target Reached on 28.07.2026 |
| ELMD | Electromed, Inc. | Medical Devices | 333 | 2026-02-24 | 40,2 | 36,0 | 2027-02-24 | - | 18,00 | Target Reached on 14.05.2026 |
| ERO | Ero Copper Corp. | Mining and Mineral Products | 2 626 | 2026-02-10 | 25,3 | 36,0 | 2027-02-10 | - | 28,50 | Stop-loss on 17.02.2026 |
| FEIM | Frequency Electronics, Inc. | Aerospace & Defense | 569 | 2026-01-27 | 57,7 | 64,0 | 2027-01-27 | - | 49,00 | Stop-loss on 04.02.2026 |
| GWRS | Global Water Resources, Inc. | Water Utilities | 215 | 2026-01-13 | 7,5 | 9,6 | 2027-01-13 | - | 7,95 | Stop-loss on 05.03.2026 |
| DXPE | DXP Enterprises, Inc. | Industrial Distribution | 2 298 | 2025-12-02 | 148,2 | 121,0 | 2026-12-02 | - | 80,00 | Target Reached on 15.01.2026 |
| EOG | EOG Resources, Inc. | Integrated Oil | 77 732 | 2025-11-18 | 145,9 | 125,0 | 2026-11-18 | - | 101,60 | Stop-loss on 19.12.2025 |
| UTL | Unitil Corporation | Electric Utilities | 989 | 2025-11-04 | 55,0 | 55,0 | 2026-11-04 | - | 46,50 | Target Reached on 09.04.2026 |