The Latest from

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  October 26, 2023

  This company is fueling infrastructure growth with Met Coal

  

  The U.S. has underinvested in its supply chain and infrastructure for a long time. The problems were unearthed during the pandemic when orders got canceled, lead times got extended, and manufacturers couldn’t find the raw materials they desperately needed.

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  October 12, 2023

  Finding profits offshore with this upcoming AI business

  

  The U.S. is expected to see significant investments in infrastructure and supply chains over the coming years due to various policy initiatives and market forces.

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  October 5, 2023

  This hidden gem is going to survive the collapse of marketing

  

  Economic fluctuations often dictate the flow of resources. As the recession looms, businesses across various industries are forced to reassess their priorities. Marketing budgets tend to be one of the first areas that get hit.

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  September 28, 2023

  This streaming giant looks bulletproof entering a recession

  

  It is tough to invest In these uncertain economic times. Indicators are showing an economic slowdown soon. The Fed just announced that they see interest rates higher for longer. This changes things…

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  September 21, 2023

  This insurance player is poised to benefit from high interest rates

  

  This insurance player is poised to benefit from high interest rates

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  September 14, 2023

  Demand for American energy isn’t going anywhere

  

  The Ukraine conflict has had a profound impact on the global energy landscape, extending far beyond Ukraine's borders.

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  August 31, 2023

  This company is the problem solver you need for energy

  

  Miles Everson’s The Business Builder Daily speaks to the heart of what great marketers, business leaders, and other professionals need to succeed in advertising, communications, managing their investments, career strategy, and more.

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  August 24, 2023

  This company’s scale is what makes it so profitable

  

  Landscaping isn't a great business — unless you can do it at scale. Some landscaping companies manage to build themselves regional monopolies, at which point they have the scale to do it profitably.

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  August 10, 2023

  Finding a diamond in the rough

  

  It is difficult to invest in the healthcare sector. It requires investors to have a lot more sector-specific competence than other sectors.

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  August 3, 2023

  Still water runs deep, and it may bring even higher returns

  

  Infrastructure and supply chain have been underinvested in the U.S. since the Great Recession. Various problems came along with this, including supply chain disruptions, delays and higher prices. Additionally, the pandemic has exacerbated these problems.

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  July 20, 2023

  This steel supplier is set to benefit from a potential supply-chain supercycle

  

  The pandemic has led U.S. companies to reconsider their offshoring strategies and nearshoring their operations, moving manufacturing facilities closer to the customer. Ternium (TX), a company with a highly integrated process and a wide range of products and services, is poised for growth as the nearshoring trend continues. In today's FA Alpha Daily, we'll look at how Ternium could benefit from the supply-chain supercycle of nearshoring and how this could lead to a potential upside for investors.

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  July 6, 2023

  Dying industries like this might offer great recession protection

  

  Not all businesses in dying industries are bad.

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  June 29, 2023

  This water management company is helping the oil and gas industry thrive from undergrounds

  

  The U.S. oil and gas industry is positioned for a decade of high exports, thanks to increasing demand from Europe. Aris Water Solutions (ARIS) is a key beneficiary of this trend, as it owns pipelines in the Permian Basin that help transfer water to and from fracking sites. Oil and gas companies use these pipelines if they don't want to bring and get rid of water with more expensive tanks. In today's FA Alpha Daily, we'll explore Aris Water Solutions (ARIS) and what the market is missing that investors can capitalize on.

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  June 22, 2023

  This business generates rock-solid returns resilient to recessionary pressures

  

  A recession is long looming over the U.S. economy. Among the many indicators people are watching, the most important of them might be interest rates.

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  June 15, 2023

  The economy is slowing down for most businesses, but it’s just right for this outsource manufacturer to succeed

  

  There are three big themes converging on the U.S. economy today. Understanding these helps us focus on the correct areas and find opportunities in the market. One is the supply-chain supercycle you have heard us talk about many times.

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  June 8, 2023

  This company is a one-stop shop for the Supply Chain Super Cycle

  

  COVID-19 opened our eyes to how inadequate our supply chains and infrastructure are.

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  June 1, 2023

  You can’t have a supply chain supercycle without cranes

  

  America is at the beginning of a big Supply Chain Super Cycle. We have been talking about it for a long time, and we are still in the early stages of it.

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  May 25, 2023

  One of the biggest beneficiaries of healthcare innovation gets acquired at a bargain

  

  Last week we talked about one of the areas growing and innovating immensely.These are healthcare companies, and in particular, the ones working in synthetic biology.

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  May 18, 2023

  This life sciences tools company is behind the innovations in healthcare

  

  Synthetic biology is making significant strides in addressing challenges in medicine, manufacturing, and agriculture. This presents promising opportunities for companies like Thermo Fisher Scientific (TMO), a global provider of life sciences solutions, analytical instruments, specialty diagnostics, and laboratory products. However, the market is underestimating its growth potential. In today's FA Alpha Daily, let's examine what the market is missing and what makes Thermo Fisher an excellent investment opportunity.

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  May 11, 2023

  This internet giant may finally be slowing down after a decade of high growth

  

  The pandemic changed a lot of dynamics affecting various businesses. We call this the At Home Revolution. People got stuck in their homes, changed their shopping behaviors, and found new ways of working and socializing.

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