Helen Of Troy: Return To Growth, Cost-Saving Actions, And Low Valuations Make It A Good Buy

Company Overview - Helen of Troy (NASDAQ: HELE) experienced lower-than-expected flu-related sales in Q3 due to a slower-than-normal start to the flu season, but the number of flu cases increased significantly as the season progressed, which is expected to benefit the company [1]. Investment Strategy - The investment strategy focuses on medium-term investing in ideas with catalysts to unlock value and drive upside, or short selling in case of downside catalysts. The company also prefers to invest in growth stories available at reasonable prices [1]. Sector Preferences - The company has a generalist approach but has spent most of its professional career analyzing the industrial, consumer, and technology sectors, where it usually has higher conviction while investing [1].