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Night Watch Investment Management Q3 2025 Investor Letter
Seeking Alpha· 2025-10-07 14:25
Cunaplus_M.Faba/iStock via Getty Images Performance During the third quarter of 2025, Night Watch Investment Management LP appreciated by 4.28% net of fees. YTD performance stands at 25.88%. In Q3, we continued to build on our strong performance of the first half of the year. Our largest contributors included Haypp, Western Digital Corp, Distribution Solutions Group (DSGR) and AAR (AIR). Our largest detractors included GOGO (GOGO), Marex (MRX) and Endava (DAVA). Marex and GOGO were strong performers in ...
AAR (AIR) Upgraded to Strong Buy: Here's Why
ZACKS· 2025-10-01 17:00
Core Viewpoint - AAR (AIR) has been upgraded to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][2]. Earnings Estimates and Stock Price Movement - The Zacks rating system is based on changes in earnings estimates, which are strongly correlated with near-term stock price movements [3][5]. - Institutional investors utilize earnings estimates to determine the fair value of stocks, leading to buying or selling actions that affect stock prices [3]. AAR's Earnings Outlook - The upgrade for AAR reflects an improvement in the company's underlying business, with rising earnings estimates expected to drive the stock price higher [4]. - For the fiscal year ending May 2026, AAR is projected to earn $4.69 per share, with a 2.7% increase in the Zacks Consensus Estimate over the past three months [7]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [6]. - AAR's upgrade places it in the top 5% of Zacks-covered stocks, indicating a strong potential for market-beating returns in the near term [9].
Fast-paced Momentum Stock AAR (AIR) Is Still Trading at a Bargain
ZACKS· 2025-07-16 13:51
Momentum investing is essentially an exception to the idea of "buying low and selling high." Investors following this style of investing are usually not interested in betting on cheap stocks and waiting long for them to recover. Instead, they believe that "buying high and selling higher" is the way to make far more money in lesser time.Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth potenti ...