Core Insights - Altria Group, Inc. is recognized for its perceived safety in investments, often associated with phrases like "Sleep well at night" and "Like Clockwork" [1] Group 1 - The company is known for its dividends, appealing to long-term investors through Dividend Growth Investing (DGI) and Dividend Reinvestment Plans (DRIP) [1] - Altria is also considered a viable option for short-term trading, indicating its versatility in investment strategies [1]

Espey Mfg. & Electronics ( ESP ) builds rugged power electronics used mostly in defense systems — not the kind of products that win awards at trade shows, but they work, and they’ve worked for a long time. ThisStork Research is the work of a private investor with four years of experience specializing in overlooked and undercovered markets. With a focus on micro-cap and small-cap equities exhibiting strong growth at reasonable valuations (GARP), Stork Research emphasizes deep, fundamentals-based analysis in ...

Core Viewpoint - The AI trade is gaining consensus on Wall Street, with major companies like Nvidia, Taiwan Semiconductor, and Vertiv trading at reasonable valuations despite the hype surrounding AI innovation [1][2]. Company Summaries Taiwan Semiconductor (TSM) - TSM plays a critical role in the global semiconductor supply chain, particularly in AI chip production, reporting nearly a 40% year-over-year increase in monthly revenue due to high demand for AI chips [3][4]. - Full-year sales are expected to grow by 28.2% in 2025 and 14.8% in 2026, with long-term earnings projected to grow at a 20.8% annual rate over the next three to five years [4]. - The stock trades at 23.1x forward earnings, aligning with its five-year median, making it an attractive investment given its strategic importance and growth potential [5]. Nvidia (NVDA) - Nvidia is the leader in AI hardware design, with its GPUs being essential for AI training and inference systems, and is expanding into robotics and quantum computing [7]. - Earnings are projected to grow at 28.2% annually over the next three to five years, with sales expected to increase by 51.4% this year and 25.1% next year [8]. - The stock trades at 36x forward earnings, significantly below its five-year median of 55x, presenting a buying opportunity for a high-growth company at a discounted valuation [9]. Vertiv (VRT) - Vertiv provides critical power and thermal management solutions for data centers, which are essential for the AI infrastructure [10][11]. - Sales are projected to grow in the high teens for the next two years, with earnings expected to rise at 27.2% annually over the next three to five years [14]. - The stock trades at 30.6x forward earnings, a premium to its five-year median of 23.3x, justified by its strong growth profile and a PEG ratio just above 1 [14]. Investment Considerations - Nvidia, Taiwan Semiconductor, and Vertiv are essential to the AI supply chain and offer reasonable valuations compared to other speculative AI investments, making them compelling options for investors [15][16].

I like to keep things simple—I look for stocks that have strong price momentum, top Zacks Ranks, reasonable valuations and high growth forecasts. Momentum indicates that the market recognizes a winner, the Zacks rank reflects improving analyst expectations, a reasonable valuation limits downside risk and growth is what ultimately drives stock returns. When a stock checks all these boxes, and flies under the radar, that’s even better.Olo ((OLO), Palomar Holdings ((PLMR) and Exelixis ((EXEL) all fit this prof ...

Great Lakes Dredge & Dock (NASDAQ: GLDD ) is the largest dredging company in the U.S., yet still often overlooked by the market. Despite clear leadership in a niche but critical infrastructure segment, investor attention tends toStork Research is the work of a private investor with four years of experience specializing in overlooked and undercovered markets. With a focus on micro-cap and small-cap equities exhibiting strong growth at reasonable valuations (GARP), Stork Research emphasizes deep, fundamentals ...

Group 1 - Stork Research focuses on micro-cap and small-cap equities that exhibit strong growth at reasonable valuations, emphasizing a GARP (Growth at a Reasonable Price) strategy [2] - The analysis covers sectors such as industrials and technology, which are historically rich in multi-bagger potential [2] - The geographic scope of Stork Research includes the U.S., Canada, and select European markets, specifically Poland and Germany [2] Group 2 - Stork Research aims to uncover inefficiencies in the market and identify unique, high-conviction investment ideas that are often overlooked [2] - The firm typically avoids highly cyclical industries but may target recovery-phase opportunities or contrarian plays in overvalued names [2]