NANJING, CHINA - AUGUST 27, 2024 - The McDonald's China Science and Technology Research and ... [+] Development Center building in Nanjing, Jiangsu province, China, Aug 27, 2024. (Photo credit should read CFOTO/Future Publishing via Getty Images) CFOTO/Future Publishing via Getty Images If you are a McDonald's investor and took advantage of the stock's roughly 15% rise over the last month, it may be time to look elsewhere. As of this moment, we find Graham Holdings – a diversified conglomerate with interest ...

Investment Thesis - Graham Corporation (NYSE:GHM) has received Strong Buy ratings from Seeking Alpha, the Quant system, and Wall Street analysts, with earnings per share expected to rise over 76% in fiscal 2025 and a projected share price increase of nearly 27% over the next year [2] Company Overview - Graham Corporation designs, manufactures, and sells critical equipment for the oil refining, petrochemical, and defense industries, and has diversified into the defense and space sectors through acquisitions, including Barber-Nelson Inc. in June 2021 and P3 Technologies, LLC in November 2023 [3] - The company aims for 8% to 10% average annual organic revenue growth and low to mid-teen adjusted EBITDA margins by the end of fiscal 2027 [3] Financial Performance - In Q1-2025, Graham reported a 5% increase in revenue to a record $50 million, with net income growing by 12% to $3.0 million and adjusted EBITDA remaining stable at $5.1 million [6] - The backlog increased from $322 million to $396.8 million year-over-year, with 35% to 45% expected to convert into sales within the next twelve months [6] - The company ended the quarter with no debt and $21.6 million in cash, indicating strong financial health [6] Growth Prospects - The company’s revenue, EBITDA, and net income have shown signs of recovery after a significant decline a decade ago, with revenue expected to reach between $200 million and $210 million in fiscal 2025 [9] - Analysts expect low double-digit revenue growth in fiscal 2026, with consensus revenue estimates for March 2026 at approximately $206.23 million, reflecting an 11.15% year-over-year growth [10] Valuation - Graham's valuation metrics indicate potential overvaluation, with a D rating from Seeking Alpha, although the PEG GAAP [TTM] is at 0.63, suggesting it may be undervalued relative to its growth prospects [14][15] - The share price has increased nearly 60% over the past year, with a one-year price target of $35.75, indicating a potential 26.91% increase [15][17]

Exhibit 99.1 GRAHAM HOLDINGS COMPANY REPORTS SECOND QUARTER EARNINGS Division Operating Results Revenue for the first six months of 2024 was $2,337.9 million, up 9% from $2,136.5 million in the first six months of 2023. Revenues increased at education, healthcare and automotive, partially offset by declines at television broadcasting, manufacturing and other businesses. The Company recorded operated income of $61.4 million for the first six months of 2024, compared to $85.7 million for the first six months ...

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Investors looking to make a profit from stocks that are currently on the move may find our "Recent Price Strength" screen pretty useful. This predefined screen comes handy in spotting stocks that are on an uptrend backed by strength in their fundamentals, and trading in the upper portion of their 52-week high-low range, which is usually an indicator of bullishness. However, it's not enough to look at the price change for around three months, as it doesn't reflect any trend reversal that might have happened ...

Core Viewpoint - British American Tobacco (BTI) is evaluated through Benjamin Graham's framework for defensive stocks, indicating it is a strong investment opportunity despite challenges in the tobacco industry [3][18]. Financial Strength - BTI is classified as a large, prominent, and conservatively financed company, with debt ratings in the upper medium end of the investment grade and a stable or positive outlook [3][4]. - The company has a strong dividend record, exceeding Graham's requirement of continuous payments for over 20 years [3][8]. Growth Potential - BTI has demonstrated adequate earnings growth, with a compound annual growth rate (CAGR) of 3.0% over the past 10 years and 4.0% over the past 5 years, surpassing Graham's minimum growth requirement of 2.9% [4]. - Future growth is expected to be modest, with management anticipating a decline in global tobacco industry volumes by 3%, but low-single-digit organic sales growth driven by new product categories [4][17]. Valuation - The current market P/E ratio for BTI is 6.70x, significantly lower than the Graham P/E of 14.9x, suggesting the stock is undervalued [15][16]. - The estimated Graham number for BTI is approximately $56.6, indicating a 44% discount from its current market price [16]. Market Performance - BTI stock delivered a ~9% total return in the latest quarter, slightly outperforming the market's 8.27% rally [13]. - The stock's high yield of nearly 10% and low P/E ratio present a compelling opportunity for contrarian investors [11][19]. Industry Challenges - The tobacco industry faces declining cigarette volumes and increasing regulatory scrutiny, which could impact future growth [17]. - BTI's revenue is significantly derived from emerging markets, which may introduce volatility due to political and economic factors [17].

ST. LOUIS, July 8, 2024 /PRNewswire/ -- Residential Home Health and Hospice, a division of Graham Healthcare Group, is proud to announce that it has been named a 2024 Top Workplace by the St. Louis PostDispatch. This is the fourth year that Residential has received this honor in the St. Louis market. Winners are determined based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner, Energage. The confidential survey uniquely measures the emp ...

Hosted by TV personality Erin Lim Rhodes, the videos give viewers an exclusive look into the self-care routines of actress Jenny Slate and fashion expert Tan France. Viewers get a peek into the everyday practices familiar faces turn to for a daily reset, all while explaining that switching to efficient and effective tools, like a Philips Sonicare power toothbrush, is the ultimate self-care ritual upgrade. Philips Sonicare is encouraging viewers to make the Sonicare Switch and trade up to a power toothbrush, ...

A pivot by industrial manufacturer Graham (GHM 10.09%) toward defense appears to be producing results, and investors are excited about the opportunity from here. Graham designs and manufactures fluid, power, heat-transfer, and vacuum technologies for a range of industries. The company has nearly doubled revenue since 2021, from $97.5 million to $185.5 million, with defense sales going from about one-quarter of the total four years ago to 54% today. The company also received a $13.5 million investment from a ...

Detroit’s comeback is nothing short of a miracle. As a city, it was dead and buried as recently as 2013, when it declared bankruptcy with more than $18 billion in debt. It has come a long way since those dark days. It’s not perfect — no city is. However, it’s attracting attention from various places, including the NFL, which held its annual draft in Detroit from April 25 to April 27. Approximately 270,000 people attended the first day — not too shabby. I grew up in Toronto, a three-hour drive down the 401 f ...