Broad market leadership, industry-leading R&D, and healthy margins have Applied Materials favorably positioned. Entrenched customer relationships provide a significant competitive advantage and bolster growth prospects. Current trading levels suggest over 25% upside and provide the necessary margin of safety for value investors. Buffett’s Blend Value investor Warren Buffett once described his investing style as 85% Benjamin Graham… Keep Reading

Open Text Corporation (NASDAQ: OTEX) and ON Semiconductor Corporation (NASDAQ: ON) are among the high growth stocks that Clifton Robbins owns based on recent SEC filings. Growth investors may want to take a closer look at the names below. Blue Harbour Group’s Fastest Growing Stocks Analysts often look at companies as either thriving, surviving or dying. Analyzing a… Keep Reading

Akre Capital Management released its quarterly 13F filing with the SEC on May 15th. Analyzing the recent performance of the firm’s holdings, I highlight their fastest growing stocks below. Akre Capital Management’s Fastest Growing Stocks Analysts often look at companies as either thriving, surviving or dying. Analyzing a company’s revenue growth can help distinguish between… Keep Reading

Blue Harbour Group released its quarterly 13F filing with the SEC on May 15th. Applying Wall Street price targets, I highlight the firm’s most undervalued stocks below. Blue Harbour Group’s 7 Bullish Analyst Targets Banks and brokerages often release 12 to 18 month price targets for the stocks they cover. Analyst upgrades and downgrades alone… Keep Reading

Noodles & Company (NASDAQ: NDLS), a consumer discretionary company with a market capitalization of $506 million, saw its share price increase by 66.6% over the prior three months. As a small-cap stock with high coverage by analysts, you could assume any recent changes in the company’s outlook is already priced into the stock. Is there still… Keep Reading

Here is what Wall Street believes are the most attractively priced stocks in Chuck Akre’s portfolio. Investors may want to take a closer look at the names below. Akre Capital Management’s 7 Bullish Analyst Targets Banks and brokerages often release 12 to 18 month price targets for the stocks they cover. Analyst upgrades and downgrades… Keep Reading