People want more than a credit rating, but things like a criminal record (for employers). Lower interest rates will encourage more financings in the US and drive EFX's business to do credit checks. (Analysts’ price target is $318.36 ..read more

Buy this for the demand from data centres which need massive cooling. Places like the southern US need AC or else mold takes over a space. (Analysts’ price target is $77.30 ..read more

Gagdets like Goggle Watch have shown people how poorly they sleep. Resmed makes sleep apnea machines, which sees big, growing demand, and they hold 90% of the market. (Analysts’ price target is $241.48 ..read more

HVAC for new and replacement construction. It's a replacement play on aging infrastructure, environmental sensitivity, increased efficiency. Trending higher since mid-2022. Clear channel of higher highs and higher lows. 14-15% earnings growth rate. Yield is 0.76%. (Analysts’ price target is $594.18 ..read more

Top holdings are REITs, retail, and banks. Almost no tech. Toll Brothers is in here. Mid-caps tend to trade at higher valuations than large-caps, but not today. Trades at 17.5x PE, while the S&P is at 25x PE. Seeing higher earnings growth projections from the mid-cap space, 15.4% for 2025 and 17.6% for 2026. Whereas the S&P is a bit lower at 13.6% and 10%. Mid-caps give today give you better growth and substantially better valuation. Names include ILMN, TOL, LII, WSM. You want to focus on the names that no one's talking about right now, but will 3 years from now. Falling interest ..read more

DOJ is looking a possibly breaking it up, but it was just a passing comment as a potential remedy. It would be years away, with legal appeals along the way. Looking back to 1980 when a monopoly company (AT&T) was broken up, it benefited shareholders. Most research shows that people will still prefer the Google search engine. Stock's back up today. Down 16% from recent highs. 1.4x PEG ratio, pretty cheap. Search has 90% market share right now. YouTube and Google Cloud continue to grow quickly. Yield is 0.49%. (Analysts’ price target is $203.40 ..read more

Stockchase Research Editor: Michael O'Reilly The airline announced a labour deal with pilots, which should allow them to focus back on meeting demand growth.  We like that cash reserves are growing, while debt is aggressively retired.  It trades at 6x earnings and supports a robust ROE.  We recommend setting a stop-loss at $15, looking to achieve $22 -- upside potential of 25%.  Yield 0% (Analysts’ price target is $22.00 ..read more

Stockchase Research Editor: Michael O'Reilly IMMR creates touch screen communication technology.  They just completed a takeover of a Barnes & Noble Education -- you can imagine where they are going with this acquisition.  It trades at 7x earnings, 1.2x book and supports a 19% ROE.  We like that cash reserves are growing, while the company buys back shares.  We recommend setting a stop-loss at $6, looking to achieve $11 -- upside potential of 28%.  Yield 1.9%  (Analysts’ price target is $13.75 ..read more

Stockchase Research Editor: Michael O'Reilly BWLP is the world's largest shipper of propane and other LPG, based out of Singapore.  Management reports charter rates are expected to be on the rise in the months ahead after facing challenges this summer.  It trades at 7x earnings, 1.3x book and supports a 33% ROE.  The company targets paying out a high percentage of free cash flow as a dividend.  We recommend setting a stop-loss at $13, looking to achieve $19 -- upside potential of 18%.  Yield 15 ..read more

Intuitive Machines, Inc. manufactures and supplies space products and services. It offers space products and services to support sustained robotic and human exploration to the moon, mars, and beyond. It offers its products and services through business units: Lunar Access Services, Orbital Services, Lunar Data Services, and Space Products and Infrastructure. The company was founded in 2013 and is based in Houston, Texas. Social media mentions are up 350% in the past 24h.  ..read more