Paul Ferrier
Analyst intern
Discover our authors
Chief Editor
News Writer
News Writer
Analyst
Analyst
Packaging Corporation of America : Solid board
Packaging Corporation of America (PCA) was born in 1959 from the merger of several small companies. Through organic growth and acquisitions, the company has become North America's third-largest packaging producer, with over 14,000 customers. After a disappointing 2023 for the sector as a whole, the upturn in demand in 2024 should benefit PCA, which stands out for its superior fundamentals.
April 29, 2024 at 05:19 am EDT
Ingersoll Rand: A new era for the compressor manufacturer
Since its restructuring in 2020, Ingersoll Rand, a manufacturer of pumps and compressors, has outperformed its sector in terms of growth. This performance is the result of an aggressive acquisition strategy, made possible by the company's ability to generate substantial cash flow.
April 15, 2024 at 05:16 am EDT
Globe Life, a fraudulent insurer?
On Thursday, Globe Life found itself at the heart of a scandal following damning revelations by Fuzzy Panda Research, a short-seller, highlighting widespread fraudulent practices. The insurer, formerly backed by Warren Buffett, lost over 56% of its market value in a single day.
April 12, 2024 at 06:08 am EDT
ITT: From SME, to Conglomerate, to Specialization
ITT, an American industrial manufacturer, is entering a phase of expansion after a decade of stagnation. The company's growth forecasts, rising shareholder returns and steadily improving margins could spark investor interest in the stock.
April 08, 2024 at 05:34 am EDT
Idexx Laboratories: Superior growth prospects
Don't be fooled by the puppies and kittens in the illustration, IDEXX Laboratories means serious business. It deployed a formidable model. A specialist in animal health, the company charms investors with constantly expanding margins and sales. It has built a veritable fortress (Warren Buffett calls it a MOAT) around its diagnostic products and services, which guarantee recurring revenues. In addition, the company is very generous with its shareholders, who are rewarded with substantial share buy-backs.
March 11, 2024 at 01:18 pm EDT
Old Dominion Freight Line's high margins
Founded in 1934, Old Dominion Freight Line began as a modest family business and has grown to become one of the largest less-than-truckload (LTL) freight carriers in North America. Today, the company boasts the highest margins in its industry, backed by a sustainable competitive advantage and a strong corporate culture. Despite an industry slowdown in 2023, the outlook for 2024 is promising.
February 06, 2024 at 11:57 am EST
Topbuild: A leader in insulation
Spun off in 2015, TopBuild has become a leader in the world of insulation installation and building materials distribution. In a sector often perceived as unglamorous, the company has demonstrated that there is value and growth to be seized. With a solid acquisition strategy and inspired management, TopBuild has achieved spectacular revenue growth in a niche market.
January 19, 2024 at 10:02 am EST
W.W. Grainger, Inc. : The Amazon of MRO
William Wallace Grainger founded the company that still bears his name in Chicago in 1929. Nearly a century later, and an IPO in 1967, the group has become North America's largest distributor of technical supplies for professionals. A sort of huge hardware store, in short, but with an extensive service offering.
August 22, 2023 at 05:34 am EDT
Tetra tech: growth aligned with environmental challenges
Tetra Tech is a U.S.-based consulting and engineering services company focused on water, the environment, sustainable infrastructure and renewable energy. With over 50 years' experience, the group has completed 100,000 projects in more than 100 countries by 2022. It is valued around $9 billion.
July 28, 2023 at 04:14 am EDT
Ferrari N.V. : Automotive haute-couture
A true icon of the automotive industry, Ferrari is known both for its posh clientele and for its exploits in motorsport. Since its IPO at the end of 2015 and its separation from the Fiat Chrysler Group at the beginning of 2016, Ferrari's share price has quintupled. In this article, we analyze the company in 2023, its current situation and its future prospects.
July 06, 2023 at 10:28 am EDT
Chipotle: A history to get excited about
Chipotle needs no introduction. The well-known fast food company specializing in burritos, tacos and other Mexican dishes was created in 1993 by Steve Ells, a former chef at Stars in San Francisco, considered one of the cradles of Californian cuisine. The brand is a staple in the United States, where it has almost all of its 3,240 restaurants, which employ more than 100,000 people.
April 27, 2023 at 10:55 am EDT
Harbour Energy, the unsung leader in British oil
While renewable energies are on the rise, recent events have shown that fossil fuels are still essential to the functioning of modern economies. Even if exploitation and production are becoming more and more difficult in the North Sea, there is still a small village of oil enthusiasts. Among them is Harbour Energy.
January 11, 2023 at 11:33 am EST
- Stock Market
- Our authors
- Paul Ferrier