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Global Water Resources: A Growth Company Disguised As A Utility
Seeking Alpha· 2025-07-19 04:49
Group 1 - Global Water Resources (NASDAQ: GWRS) operates as a utility with a P/E ratio of 55x, indicating a high valuation relative to earnings [1] - The company is the only TWM pure-play in Arizona, suggesting a unique market position [1] - There is an expected upside potential of 33% for the company, driven by anticipated intensification in the sector [1]
From Cyclical Volatility To Strategic Resilience: Why AdvanSix Deserves A Second Look
Seeking Alpha· 2025-07-07 08:03
Group 1 - AdvanSix Inc. (NYSE: ASIX) is trading at low multiples due to the cyclical nature of its revenue and the industry it operates in, which is considered one of the worst in US markets [1] - The market is believed to be mispricing AdvanSix, indicating potential undervaluation [1] Group 2 - The analysis is grounded in a mix of financial education, including CFA studies and valuation books, focusing on fundamental analysis while considering other relevant perspectives [1] - The investment research approach is primarily bottom-up, covering sectors such as utilities, consumer discretionary, consumer staples, REITs, and materials across the Americas [1] - The focus is on stocks with a mid-term return perspective, specifically within a 1 to 3-year timeframe [1]