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Atkore: Valued at 7 EV to Earnings and 1,7 EV to Revenues. Electrification/ EVs is the driver. The company is cheaper to buy than Emerson or Schneider Electrics and like that.
Supernus: pretty profitable and a lot of cash -> Think acquisitions on the radar
Photronics: Valued at 13 EV to Earnings and 1,6 EV to Revenues. Revenues, Cash and margin improving. I think they finally hae their cost management under control.
Westlake: Valued at 9 EV to Earnings and 1,4 EV to Revenues. profiting from supply chain diversification. Margin inprovement impressing. Lots of cash -> Think acquisitions on the radar
Jetblue: very strong business execution but hated by investors
Alaska Air: very strong business execution but hated by investors
iRobot: bashed down, but there is a high probability that 4th quarter is quite strong
Juniper Networks: lots of Hedge funds gave in on this one...but it is still moving higher
Alibaba: tons over tons of cash, develops sucessfully semiconductors now, only bashed because of Chinese Government crack down...