Key Points JP Wealth Management increased its position in the SRH Total Return Fund by 219,432 shares for an estimated $3.94 million based on quarterly average pricing. The quarter-end position value rose by $4.55 million, reflecting both share purchases and market price changes. As of December 31, the fund reported holding 1.48 million shares valued at $27.36 million. These 10 stocks could mint the next wave of millionaires › On Thursday, JP Wealth Management disclosed a purchase of 219,432 add ...

Company Overview - Hillman Solutions is a leading North American provider of hardware products and related merchandising services, leveraging a diverse brand portfolio and integrated supply chain to meet the needs of retail and industrial customers [6] - The company generates revenue primarily through direct sales of hardware and related products, as well as value-added merchandising services to various customers including hardware stores and industrial original equipment manufacturers [9] Financial Performance - In the third quarter, Hillman posted record net sales of $424.9 million, representing an 8% year-over-year increase [10] - Record adjusted EBITDA reached $88 million, up from $64.8 million a year earlier, while adjusted diluted EPS rose to $0.22 from $0.13 [10] - Full-year adjusted EBITDA guidance was raised to a range of $270 million to $275 million, with sales outlook remaining steady [10] - The company's net debt to trailing EBITDA improved to 2.5 times, indicating enhanced balance-sheet flexibility [10] Investment Activity - Anchor Capital Management Company increased its stake in Hillman Solutions by acquiring 717,772 shares, bringing its total position to 1.42 million shares valued at $13.0 million as of September 30 [2][3] - Hillman Solutions now constitutes 11.2% of Anchor Capital Management Company's assets under management [3] Market Performance - As of the latest report, Hillman Solutions shares were priced at $8.99, reflecting a 9% decline over the past year, underperforming the S&P 500, which increased by approximately 15% during the same period [3][4]

Core Viewpoint - The article emphasizes a value-oriented investment philosophy that focuses on intrinsic value and long-term opportunities to achieve superior absolute returns over time [1]. Group 1 - The author founded an investment company in 1995, aiming for portfolios with unusual investment tenures sometimes exceeding 10 years [1]. - The author has experience in micro and small capitalization research at Wasatch Advisors and private banking with J.P. Morgan Private Bank [1]. - The author is a registered investment advisor and licensed professional engineer, with an educational background from the Darden School at the University of Virginia [1].

Core Viewpoint - The article introduces Daniel Japps as a new contributing analyst for Seeking Alpha, emphasizing the opportunity for individual investors to share their investment ideas and gain exposure [1]. Group 1: Analyst Background - The analyst has over 10 years of experience in equity markets, focusing on a fundamentally driven, value-oriented investment approach [2]. - The analyst seeks undervalued companies or those at a potential turnaround point, often identifying situations where market sentiment is overly pessimistic compared to the company's fundamentals [2]. - The analyst has successfully initiated positions in companies like JAMF and Unity Software prior to significant positive re-ratings and fundamental improvements [2]. Group 2: Investment Philosophy - The analyst's perspective is shaped by a non-traditional background outside of formal finance, which aids in articulating investment theses in clear, practical language [2]. - The motivation for writing is to share investment theses, engage in discussions, and contribute to data-driven analysis of closely followed businesses [2].

We're poised to exit 2025 at record highs for the stock market, forcing many value-oriented investors like me to think about deep rotations in our portfolios for next year. In my view, 2025 has been a market characterized by big winners and losers, andWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been ...

Company Overview - Axalta Coating Systems is a global leader in specialty coatings with a diverse product portfolio and a presence in key international markets [5] - The company produces high-performance coatings for automotive, industrial, and commercial applications, generating revenue through sales to OEMs and aftermarket repair shops [8] - Axalta's market capitalization is $6.2 billion, with a revenue of $5.2 billion and a net income of $455 million for the trailing twelve months [4] Recent Developments - Atlantic Investment Management disclosed a new position in Axalta, acquiring 764,000 shares valued at approximately $21.9 million, representing 12.6% of its reportable U.S. equity assets as of September 30 [2][3] - Axalta's stock price was $29.17, down 28% over the past year, underperforming the S&P 500, which increased by 12.5% during the same period [3] Financial Performance - In its latest earnings report, Axalta reported $1.3 billion in revenue and $110 million in net income, despite weaker demand in North America [10] - The company has achieved its 12th consecutive quarter of year-over-year adjusted EBITDA margin expansion, indicating strong operational performance [9] - Axalta repurchased $100 million in stock during the quarter and plans to deploy up to $250 million more in the fourth quarter, which could enhance per-share metrics [10] Market Position and Strategy - Axalta's inclusion as a significant holding by Atlantic Investment Management suggests confidence in the company's underlying operational strength, despite stock volatility [9] - The company demonstrates disciplined cost control and resilient demand in international markets, which may provide a more stable foundation for future performance [11]

Group 1 - The article emphasizes the importance of upgrading companies to a Buy or Strong Buy rating, reflecting a positive outlook on their potential for growth and shareholder returns [1] - The focus is on identifying companies in the oil and gas sector that are trading at significant discounts to their intrinsic value, utilizing a value-oriented investment approach [1] - The investment philosophy combines principles from Benjamin Graham with a contrarian market approach, aiming to uncover undervalued businesses [1]

Core Insights - The U.S. stock market has reached new all-time records in 2023, prompting a recommendation for value-oriented investors to consider reallocating their portfolios to international markets for 2026 to mitigate potential risks [1]. Group 1 - The article emphasizes the importance of portfolio rotation towards non-U.S. investments to protect against possible downturns in the U.S. market [1]. - The author, Gary Alexander, has extensive experience in technology sectors, both on Wall Street and in Silicon Valley, which informs his insights on current industry trends [1].

Core Insights - The S&P 500 is at all-time highs, primarily driven by large-cap, momentum-driven tech stocks, suggesting a potential shift in investment strategy towards small- and mid-cap value stocks [1] Group 1: Market Trends - The current market environment indicates a strong performance of large-cap tech stocks, which may not be sustainable in the long term [1] - A recommendation is made for investors to rotate their portfolios from large-cap tech to more value-oriented small- and mid-cap stocks [1] Group 2: Analyst Background - The analyst, Gary Alexander, has extensive experience in covering technology companies and has worked in both Wall Street and Silicon Valley [1] - He has been a contributor to Seeking Alpha since 2017 and has been featured in various web publications, indicating a strong presence in the investment community [1]

Group 1 - A $1 billion cash investment in SilverSun Technologies in December 2023 allowed Jacobs Private Equity, led by Brad Jacobs, to gain effective control of the public company [1] - Jacobs Private Equity subsequently spun off the existing business of SilverSun [1] Group 2 - TQP Research, managed by a Certified Public Accountant, focuses on a value-oriented investment approach, identifying businesses for long-term success [1] - Investment topics covered by TQP Research include market analysis, macroeconomic trends, large-cap blue chip companies, and undervalued micro-cap and small-cap stocks [1]