GARP (Growth at reasonable Price)

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Lennox: Attractive Valuations And Impending Recovery In 2026 Make It A Good Buy (NYSE:LII)
Seeking Alpha· 2025-10-04 13:17
Group 1 - Lennox International (NYSE: LII) was previously rated as a Buy, with the stock performing well until midsummer before experiencing a pullback [1] - The recent correction in Lennox's stock price is attributed to challenging industry conditions [1] Group 2 - The focus is on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1]
AZZ: Secular Tailwinds, Good Execution, And Solid Balance Sheet Support Buy (NYSE:AZZ)
Seeking Alpha· 2025-10-02 00:33
Group 1 - The focus is on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1] - The company ranks among the top 50 financial experts out of approximately 39,000 tracked by Tipranks, based on the consistency of stock recommendations and returns generated [1]
KB Home: Rate Cuts, Built-To-Order Shift, And Community Growth Set Up FY26 Recovery
Seeking Alpha· 2025-09-29 17:37
Group 1 - KB Home (NYSE: KBH) shares have increased by more than 10% since the last coverage in March 2025, with further upside anticipated [1] - The focus is on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1] - The company ranks among the top 50 financial experts out of approximately 39,000 tracked by Tipranks, based on the consistency of stock recommendations and returns generated [1]
Douglas Dynamics: Revenue Growth Drivers And Valuation Discount Create A Good Buying Opportunity
Seeking Alpha· 2025-09-05 14:26
Company Overview - Douglas Dynamics, Inc. (NYSE: PLOW) is anticipated to report increased revenue growth year-over-year in FY2025 [1] - The expected growth is primarily driven by the Work Truck Attachment segment and the Municipal business [1] Investment Focus - The company focuses on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1]
Carpenter Technology: Strong Revenue And Margin Growth, With Discounted Valuation, Should Drive Outperformance
Seeking Alpha· 2025-08-31 03:03
Group 1 - Carpenter Technology (NYSE: CRS) has experienced a 290% increase since the last article published in September 2023, where a buy recommendation was made [1] - The focus is on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1] - The company ranks among the top 50 financial experts out of approximately 39,000 tracked by Tipranks, based on the consistency of stock recommendations and returns generated [1]
Hillenbrand: Portfolio Transformation, Discounted Valuation, And Cyclical Recovery Set To Drive Upside
Seeking Alpha· 2025-08-30 14:59
Group 1 - Hillenbrand (NYSE: HI) is expected to experience a revenue rebound due to increasing order momentum in both APS and MTS segments [1] - The company is focusing more on the Food, Health, and Nutrition markets, which are growing at a faster rate and offer better profit margins [1] - Hillenbrand is exiting the deathcare sector, indicating a strategic shift towards more profitable areas [1] Group 2 - The company emphasizes GARP (Growth at Reasonable Price) investment opportunities within the industrial, consumer, and technology sectors [1]
Coca-Cola: Good Revenue Growth Prospects But Slowing Margin Expansion And Balanced Risk Reward
Seeking Alpha· 2025-07-31 10:12
Group 1 - The Coca-Cola Company (KO) is expected to experience good growth in the future, driven by positive price/mix growth and anticipated volume growth in the latter half of the year [1] - The management's focus on GARP (Growth at Reasonable Price) opportunities spans across industrial, consumer, and technology sectors [1]
J.B. Hunt: Intermodal Momentum, Macro Recovery, And Attractive Valuation Should Drive Upside
Seeking Alpha· 2025-06-30 15:04
Core Viewpoint - J.B. Hunt Transport Services is positioned for a revenue rebound driven by strong momentum in the intermodal business, particularly in the Eastern network, where improved rail service and a shift from highway to intermodal transportation are evident [1] Group 1: Company Performance - The intermodal business is experiencing strong momentum, which is expected to contribute positively to revenue growth [1] - The Eastern network is highlighted as a key area for growth due to better rail service [1] Group 2: Market Trends - There is a structural shift from highway transportation to intermodal, indicating a changing landscape in the logistics and transportation industry [1]
Danaher: Biotech Momentum, Cost Cuts And Valuation Re-Rating Should Drive Upside
Seeking Alpha· 2025-06-30 08:23
Core Viewpoint - Danaher (NYSE: DHR) is expected to experience strong growth, particularly in its Biotech segment, which is benefiting from double-digit growth in consumables [1] Group 1: Company Performance - The Biotech segment is showing good momentum, driven by significant growth in consumables [1] - Equipment orders are beginning to recover, with expectations for equipment revenues to return to growth [1] Group 2: Investment Strategy - The focus is on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1]
Resideo Technologies: Positioned For Growth From New Products And Acquisition Synergies
Seeking Alpha· 2025-05-29 04:56
Core Viewpoint - Resideo Technologies, Inc. (NYSE: REZI) is anticipated to experience revenue growth in FY2025, driven by price increases, new product launches, and the acquisition of Snap One [1] Group 1: Revenue Growth Drivers - Revenue growth is expected to be supported by price increases [1] - Introduction of new products is a key factor for revenue enhancement [1] - The Snap One acquisition is projected to contribute positively to revenue growth [1] Group 2: Macroeconomic Conditions - Current macroeconomic conditions are described as uncertain, yet the company is expected to navigate through these challenges [1] Group 3: Investment Focus - The company primarily focuses on GARP (Growth at Reasonable Price) opportunities within the industrial, consumer, and technology sectors [1]