GARP (Growth at reasonable Price)

搜索文档
Lennox: Pricing Increases, Market Share Gains, And Easing Margin Headwinds Should Drive Upside
Seeking Alpha· 2025-04-30 21:39
公司定位与业务表现 - Lennox International在家庭舒适解决方案(HCS)和建筑气候解决方案(BCS)领域拥有健康的置换需求支撑 [1] - 公司通过实施涨价策略受益于正向的价格/产品组合效应 [1] 投资策略 - 重点关注工业、消费和科技领域中增长与价格合理(GARP)的投资机会 [1] - 研究团队在TipRanks追踪的约39,000名金融专家中排名前50 基于股票推荐的一致性和回报表现 [1]
KB Home: Near-Term Headwinds But Good Long-Term Opportunity And Attractive Valuations
Seeking Alpha· 2025-03-30 04:35
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or ...
FedEx: Post-Earnings Correction Is A Buying Opportunity
Seeking Alpha· 2025-03-24 13:01
文章核心观点 - 联邦快递虽面临宏观和关税相关逆风,但在拓展医疗保健等利基盈利领域以及改善电商服务方面表现良好 [1] 分组1 - 专注工业、消费和科技领域的合理价格成长投资机会 [1] - 在Tipranks追踪的约3.9万名金融专家中跻身前50 [1]