Thomas Hughes - Page 16


Roblox Moves Up On Strong User Growth 

Roblox (NYSE: RBLX) made a splash earlier this year when it went public because it is a diversified play on gaming and gives some great exposure to the mobile market.

Brooks Automation Unlocks Value With Business Split 

Brooks Automation (NASDAQ: BRKS) emerged as a play on the “fourth industrial revolution” for us over the last year or so. The company operates in two segments servicing the semiconductor and life sciences industries

Workhorse Group Sets Up For Robust Rebound 

The Workhorse Group (NASDAQ: WKHS) has had a wild year. The company rocketed to the top of the EV market last year when it went public, it soared to new highs when it became a contender for the USPS lucrative deal,

Kandi Technologies A Sweet Play On The EV Market 

Kandi Technologies (NASDAQ: KNDI) is quickly emerging as a diversified EV leader with a growing moat. While others are focusing on personal vehicles, delivery, or long-haul this company is differentiating itself in three ways.

Buy Digital Media Solutions For Small Cap Growth 

Digital Media Solutions (NYSE: DMS) is a great play for small-cap growth investors. The company operates as a performance marketing company with clients across industries and verticals and its growing at double-digits in its first-year post-IPO.

Shake Shack Pulls Back Despite Signs Of Business Rebound 

We’ve liked Shake Shack (NYSE: SHAK) for the last year because of two things. The first is the company’s growth strategy, it is growing by leaps and bounds building not only its revenue base but improving its profitability.

Builders FirstSource Builds On Housing Trends 

Between the strength in the housing market and strength in the remodel/upgrade market it really isn’t surprising to see Builders FirstSource (NASDAQ: BLDR) doing so well.

Kellogg Company Is A Winner For Dividend-Growth Investors 

Kellogg Company (NYSE: K) is a very fine example of what we love about the Consumer Staples sector. While not all stocks present the same appeal, stocks like Kellogg offer value, growth, high-yield, and dividend growth supported by a fundamental turn-around story.

Wayfair Moves Higher After Blowout Quarter 

We like Wayfair (NYSE: W) for a couple of reasons including its pure-play status as an eCommerce retailer, its platform approach to home decor, and its focus on home decor and home improvement.

SiteOne Landscape Supply Grows To New High 

SiteOne Landscape Supply (NYSE: SITE) is a great company supported by secular trends and growing its business. Not only is the company exhibiting solid organic demand driven by home-improvement and homebuilding trends

ScottsMiracle-Gro Looks Greener Than Ever 

We’ve been interested in the ScottsMiracle-Gro (NYSE: SMG) story for 18 months or so and couldn’t be more encouraged by the FQ2 results. The company was able to build on the momentum gained during the pandemic

Zillow Group Is Ready To Rocket Higher 

Zillow Group (NASDAQ: Z) just reported a very good quarter and one that is supported by so many positive factors we’re not sure where to begin. The company is thriving on the strength in demand from the housing market,

Camping World Ascends New Peak With Higher Highs In Sight

As strong as the trends in the RV industry are, even we’re surprised by Camping World’s (NYSE: CWH) Q1 results. The industry was recently forecast to grow at a 24% rate over last year and set a new high that, quite frankly, is still underestimating the market.

Under Armor Under Pressure After Raising Guidance 

The market is not rewarding good results and Under Armor (NYSE: UA) is not immune. The company is deep in the throes of a restructuring effort that has the company on track for growth, outpacing the consensus, and raising guidance

Freshpet, Inc Can’t Grow Fast Enough To Please The Market 

We began to notice a problem with Freshpet (NASDAQ: FRPT) over the last year that has turned out to be quite an interesting story. After comparing notes, we discovered the Freshpet shelves were nearly empty in many areas the company operates in.