FA Alpha Daily

The Latest from

  • This staffing company benefits from the continued shortage in the health sector workforce
    August 15, 2023
    This staffing company benefits from the continued shortage in the health sector workforce
    This staffing company benefits from the continued shortage in the health sector workforce

    The COVID-19 pandemic resulted in an unprecedented strain on global healthcare systems, leading to a significant shortage of medical staff in many regions.

    Read More
  • This supplier benefits from the unexpected rise of home construction
    August 8, 2023
    This supplier benefits from the unexpected rise of home construction
    This supplier benefits from the unexpected rise of home construction

    The housing market has been volatile in recent years, with periods of high demand followed by periods of low demand.

    Read More
  • Heat waves are helping this natural gas player bounce back
    August 1, 2023
    Heat waves are helping this natural gas player bounce back
    Heat waves are helping this natural gas player bounce back

    The last two years have been volatile for energy companies. A dramatic rise in oil and gas prices, falling debt levels, and the critical drop in Russian supplies to Europe drove oil and gas companies to record profits in 2022.

    Read More
  • This distributor has all things we need to improve our infrastructure
    July 18, 2023
    This distributor has all things we need to improve our infrastructure
    This distributor has all things we need to improve our infrastructure

    The pandemic has shown the need for infrastructure investment, with the U.S. government and companies responding by rebuilding roads, improving water infrastructure, and making the Internet and public transit accessible. Core & Main (CNM), a scaled distributor of essential products for efficient water infrastructure, is poised to benefit as investment in infrastructure increases. However, the market has yet to fully recognize this, resulting in an undervaluation of the stock. In today's FA Alpha Daily, let's look at Core & Main and see if it is a great investment opportunity.

    Read More
  • This natural gas producer is poised to benefit as prices surge
    July 11, 2023
    This natural gas producer is poised to benefit as prices surge
    This natural gas producer is poised to benefit as prices surge

    The natural gas story is not over. In August of 2022, liquid natural gas (“LNG”) prices were at their highest levels in over a decade.

    Read More
  • This might be the best time to buy this manufacturer of expensive toys
    June 27, 2023
    This might be the best time to buy this manufacturer of expensive toys
    This might be the best time to buy this manufacturer of expensive toys

    The cyclical RV industry saw an incredibly high demand during the pandemic because of low-interest rates and low inflation. Since then, the market has changed with RV manufacturers now facing high costs, high-interest rates, and low demand. As the Fed slows down on rate hikes, things could start to pick up for the RV industry and Winnebago. In today's FA Alpha Daily, let's look at Winnebago Industries from a Uniform Accounting perspective and what the market thinks about the company.

    Read More
  • Against the odds, there is a winner in the real estate downturn
    June 20, 2023
    Against the odds, there is a winner in the real estate downturn
    Against the odds, there is a winner in the real estate downturn

    The real estate industry is on thin ice. One of the biggest drivers of the industry has been cheap financing options. With policy and mortgage rates high, nobody is giving free money to anyone anymore.

    Read More
  • We have this company to thank for sports betting
    June 13, 2023
    We have this company to thank for sports betting
    We have this company to thank for sports betting

    The sports betting industry is gaining more attention each day.

    Read More
  • This materials company cozied up with high tech
    June 6, 2023
    This materials company cozied up with high tech
    This materials company cozied up with high tech

    The world's unprecedented pace of innovation, fueled by record research and development spending, is driving demand for rare earth materials, one of the scarcest resources needed to develop new high-technology products. MP Materials (MP), the only provider of rare earth materials in the Western Hemisphere, has a significant competitive advantage and is highly profitable. However, the market has yet to fully appreciate this, which is why the stock is trading at a relatively low valuation. In today's FA Alpha Daily, let's take a look at MP Materials using Uniform Accounting and see why it is a strong candidate for FA Alpha 50, a portfolio that identifies undervalued stocks with attractive growth prospects.

    Read More
  • The payments king is dead, long live the new king!
    May 30, 2023
    The payments king is dead, long live the new king!
    The payments king is dead, long live the new king!

    Cash is not king anymore. E-commerce is immensely growing, and has already started changing how we pay. The disruption has led to banks increasing their offerings and large tech conglomerates like Apple (AAPL) introducing alternative payment solutions such as Apple Pay.

    Read More
  • This energy company is ready to pump natural gas to Europe
    May 23, 2023
    This energy company is ready to pump natural gas to Europe
    This energy company is ready to pump natural gas to Europe

    The energy crisis is not over.

    Read More
  • This company’s fleet will keep the economy’s wheels turning
    May 16, 2023
    This company’s fleet will keep the economy’s wheels turning
    This company’s fleet will keep the economy’s wheels turning

    The economy is facing some challenges, but the trucking industry remains strong. Fleetcor Technologies (FLT), a provider of payment systems for truckers, is experiencing an increased demand for its services. FLT has a history of high returns and growth, and it currently is trading at a relatively low valuation. In today's FA Alpha Daily, let's take a closer look at Fleetcor Technologies to see why it is a sound option for investors who are looking for a company with strong fundamentals and a favorable valuation.

    Read More
  • This payment processor is growing in a thriving industry
    May 9, 2023
    This payment processor is growing in a thriving industry
    This payment processor is growing in a thriving industry

    Companies have a lot to consider when they decide to go public. They need to be able to have an investor relations department and be ready to share the details of their business with the public.

    Read More
  • The ugly slippers are here to stay
    April 25, 2023
    The ugly slippers are here to stay
    The ugly slippers are here to stay

    The pandemic has caused widespread lockdowns, forcing people to adapt to new ways of living, including shopping online, socializing through apps, and working remotely. As a result, there has been a shift towards more comfortable and casual attire, with Crocs emerging as a leading brand in the footwear industry. This is due in part to their successful rebranding efforts and collaborations with Gen Z and popular artists. Despite their impressive performance, Crocs' stock trades at lower multiples compared to the market average, indicating a growth potential. In today's FA Alpha Daily, we will discuss Crocs' impressive growth and how the market may not fully recognize the company's sustainable high returns.

    Read More
  • Being the doorman of self-storage units pays more than you think
    April 18, 2023
    Being the doorman of self-storage units pays more than you think
    Being the doorman of self-storage units pays more than you think

    Sometimes, boring businesses are the best. There are a lot of relatively small and niche companies that have only one business. However, that one business may turn the wheels for many more.

    Read More
  • Casinos owe their returns to this game systems developer
    April 11, 2023
    Casinos owe their returns to this game systems developer
    Casinos owe their returns to this game systems developer

    In the casino business, you make money by keeping people playing.

    Read More
  • A first mover into a new frontier for the healthcare industry
    April 4, 2023
    A first mover into a new frontier for the healthcare industry
    A first mover into a new frontier for the healthcare industry

    Healthcare is an essential industry that is less affected by economic downturns. Recent trends show a growing interest in online healthcare services, providing opportunities for companies like Teladoc Health, which provides patients with remote access to healthcare services. Despite initial investor caution due to a significant stock price drop, Teladoc Health remains a dominant player in the online healthcare industry and has experienced significant growth while remaining profitable. In today's FA Alpha Daily, we will explore Teladoc Health and why its valuations are becoming more attractive for investors.

    Read More
  • Here is another big beneficiary of the scarce home supply
    March 28, 2023
    Here is another big beneficiary of the scarce home supply
    Here is another big beneficiary of the scarce home supply

    The newly constructed housing market has overgrown expectations in the last six months. Everyone thought the industry would go down with increasing interest rates as mortgages get more and more costly.

    Read More
  • These bank runs aren’t as they seem
    March 14, 2023
    These bank runs aren’t as they seem
    These bank runs aren’t as they seem

    Many investors got the 'FOMO' feeling as the market started strong in 2023. However, to determine if this is the start of a new bull market or just a bull trap, investors should consider two key pieces of data: the National Association of Active Investment Managers (NAAIM) Exposure Index and stock market correlations. In today's FA Alpha, we will discuss what the initial rally of 2023 really means for investors.

    Read More
  • This materials company is collecting all the Capex
    March 7, 2023
    This materials company is collecting all the Capex
    This materials company is collecting all the Capex

    We have been talking about how big the Capex Supercycle is going to be, and each day we see more proof that that’s the case. The pandemic showed what ignoring your infrastructure and supply chain causes: extended lead times, canceled orders, supply shocks, and many more…

    Read More
Older Posts
Newer Posts

Please fill out the fields below so that our client relations team can contact you.

Or contact our Client Relationship Team at +1 630-841-0683