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Research Notes: Earnings We Got Right

www.overlookedalpha.com

Research Notes: Earnings We Got Right

We highlight four recent calls that were big movers this week

Vince Martin
Aug 3, 2023
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Research Notes: Earnings We Got Right

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Highlights:

  • Chart Industries (GTLS) soared 66% in two months. As the company re-establishes confidence, we’re betting on more upside head.

  • Gibraltar Industries has rallied nicely as well. Our optimism going forward is a bit more muted, but the stock still looks set for double-digit annualized gains.

  • MeridianLink plunged back to where it was when we recommended a short in January; that case might be stronger than it was.

  • Investors gave Spirit AeroSystems another chance, but it disappointed badly.

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