Overlooked Alpha

Overlooked Alpha

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Overlooked Alpha
Overlooked Alpha
Research Notes: Earnings We Got Right
Research Notes

Research Notes: Earnings We Got Right

We highlight four recent calls that were big movers this week

Wall Street and Main
Aug 03, 2023
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Overlooked Alpha
Overlooked Alpha
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 recomme…

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