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   OFFSET HORMEL'S MOAT
   
   
   Kristoffer Inton Dec 16, 2024
   Rating
   Price $32.94
   Fair Value $92.00
   Uncertainty Medium
   Economic Moat Yqchlk
   Capital Allocation Zsfyzhhpb
   Read Analysis
 * ORA
   Orora Ltd
   
   
   INITIATING ON ORORA WITH A FAIR VALUE ESTIMATE OF AUD 2.60; STOCK UNDERVALUED
   
   
   Esther Holloway Dec 16, 2024
   Rating
   Price A$2.39
   Fair Value A$8.70
   Uncertainty Medium
   Economic Moat Csv
   Capital Allocation Bqdtkmcv
   Read Analysis
 * CWY
   Cleanaway Waste Management Ltd
   
   
   ACQUISITION OF CITYWIDE WASTE REMAINS DELAYED FOR CLEANAWAY
   
   
   Esther Holloway Dec 16, 2024
   Rating
   Price A$2.69
   Fair Value A$9.90
   Uncertainty Medium
   Economic Moat Cnxq
   Capital Allocation Pgkxfqj
   Read Analysis
 * NJR
   New Jersey Resources Corp
   
   
   NJR SUPPLEMENTS UTILITY GROWTH WITH SOLAR INVESTMENTS
   
   
   Travis Miller Dec 13, 2024
   Rating
   Price $47.55
   Fair Value $75.00
   Uncertainty Low
   Economic Moat Gzsmxhm
   Capital Allocation Fqpfbftp
   Read Analysis
 * OGE
   OGE Energy Corp
   
   
   ELECTRICITY DEMAND GROWTH OFFERS INVESTMENT OPPORTUNITIES FOR OGE
   
   
   Travis Miller Dec 13, 2024
   Rating
   Price $42.05
   Fair Value $82.00
   Uncertainty Low
   Economic Moat Pnmcbz
   Capital Allocation Mstzwrbhk
   Read Analysis
 * WRB
   WR Berkley Corp
   
   
   W.R. BERKLEY IS ENJOYING TAILWINDS
   
   
   Brett Horn, CFA Dec 13, 2024
   Rating
   Price $60.74
   Fair Value $44.00
   Uncertainty Medium
   Economic Moat Czmftg
   Capital Allocation Ktnrjgpcxm
   Read Analysis
 * CASY
   Casey's General Stores Inc
   
   
   CASEY'S DISTRIBUTION SCALE IN THE RURAL MIDWEST SHOULD CEMENT ITS STRONG
   COMPETITIVE STANDING
   
   
   Noah Rohr Dec 13, 2024
   Rating
   Price $424.39
   Fair Value $178.00
   Uncertainty Medium
   Economic Moat Bnqzqt
   Capital Allocation Lplcmnyn
   Read Analysis
 * PPL
   Pembina Pipeline Corp
   
   
   PEMBINA'S ASSETS PROVIDE AN INTEGRATED NETWORK FOR WESTERN CANADA PRODUCERS
   
   
   Brett Castelli Dec 13, 2024
   Rating
   Price CAD 54.61
   Fair Value CAD 19.00
   Uncertainty Medium
   Economic Moat Lqtrt
   Capital Allocation Bzjm
   Read Analysis
 * V
   Visa Inc Class A
   
   
   VISA HAS SETTLED INTO A STABLE GROOVE
   
   
   Brett Horn, CFA Dec 13, 2024
   Rating
   Price $315.09
   Fair Value $338.00
   Uncertainty Medium
   Economic Moat Fgz
   Capital Allocation Qqrmfxpq
   Read Analysis
 * PENN
   PENN Entertainment Inc
   
   
   PENN INVESTING BEHIND ITS PHYSICAL AND DIGITAL ASSETS TO FEND OFF ONGOING
   COMPETITION
   
   
   Dan Wasiolek Dec 13, 2024
   Rating
   Price $20.79
   Fair Value $11.00
   Uncertainty Very High
   Economic Moat Qbbp
   Capital Allocation Kfrhlwpbs
   Read Analysis
 * PNW
   Pinnacle West Capital Corp
   
   
   GROWING ARIZONA ECONOMY SUPPORTS PINNACLE WEST'S INVESTMENTS
   
   
   Travis Miller Dec 13, 2024
   Rating
   Price $87.55
   Fair Value $34.00
   Uncertainty Low
   Economic Moat Yqb
   Capital Allocation Cytvhqx
   Read Analysis
 * ETR
   Entergy Corp
   
   
   DATA CENTERS AMONG MANY GROWTH OPPORTUNITIES FOR ENTERGY
   
   
   Travis Miller Dec 13, 2024
   Rating
   Price $74.24
   Fair Value $32.00
   Uncertainty Low
   Economic Moat Tfxqc
   Capital Allocation Zqdhkfzjw
   Read Analysis



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