INDUSTRIAL & SERVICES
Industrial & Services Articles
Long Position: American Water Works Company, Inc. (AWK) This Water Infrastructure Stock Appears a Solid Long-term Wealth Builder
AWK is a steadily growing cash-cow via regular utility rate increases, new contracts, and annual targeted acquisitions. AWK is also steady dividend payer; today yielding 2% -- each year AWK raises the dividends per share, meaning greater compound returns in the future...
Long Position: NuScale Power (SMR) Small Modular Reactors are Gaining Attention of Utilities Globally
NuScale’s VOYGR Power Module which can generate up to 77 MW, the smallest light water reactors in the world. A client can add modules over time as power needs grow. The current market-cap relative to potential market appears undervalued. NuScale Power (SMR)...
Long Position: Okta is a Zero Trust Information Security Powerhouse with a Target on its Back
Assuming that by calendar year 2025 Okta will be trading at a valuation multiple of 12 times annual sales, the company will be worth about $50 billion (currently it is ~$8.6B). Then factor in buyout premium on that = quality returns for astute investors establishing a...
Long Position: Evolv Technologies EVLV Takes Security Screening to Next Level, Game-changing Technology for Weapons and Threat Detection
Producing the next generation of mass security screeners, Evolv eliminates long entry lines at large events. Smart SaaS analysis eliminates the need to empty pockets, take off shoes, or belts – it’s free-flowing. This stock has multiple valuation appreciation...
CFO Survey: The recession will hit in the first half of 2023 and the Dow is headed lower
CFO Survey: The recession will hit in the first half of 2023 and the Dow is headed lowerby Alfred NewmanThe Bottomline Amid high inflation that has become the No. 1 business risk, not a single chief financial officer surveyed by CNBC thinks a recession can be...
