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Dollarama is positioned for significant growth with a projected EPS increase to ~$10 over the next five years, driven by new store openings, same-store sales growth, and share buybacks. The market und

Dollarama is considered a strong investment due to its robust business model and growth potential in the discount retail sector.

Corning is expected to achieve a multiple in the high teens due to a continued ROIC inflection driven by cash returns and the ability to grow sales without significant capex. The market is overlooking

Corning is undervalued due to market misperceptions about its core earning assets and growth potential in optical fiber and Gorilla Glass. With a projected earnings power of $2.27 per diluted share fo

Alaska Airlines is positioned to become the dominant player on the West Coast due to its low-cost structure and potential for capacity expansion at key airports like LAX and SFO. The company has oppor

Alaska Airlines is expected to gain significant market share in California, which presents a $3 billion incremental revenue opportunity. The street underestimates Alaska's cost advantages and its abil

YUMC is at an inflection point with a unique buying opportunity due to stabilizing same store sales growth (SSSG) after years of volatility. The company has improved its food safety processes, has a s

Gazprom possesses some of the most undervalued energy assets globally, with decent corporate governance and earnings primarily in U.S. dollars. The Russian government's interest in dividends aligns wi

Sberbank has a strong market position with close to 50% market share of Russian retail deposits and is well-capitalized, allowing it to withstand economic downturns. The management's decision to avoid

Sherwin-Williams is a high-quality business that benefits from strong brand loyalty and a robust distribution network. Its consistent performance and growth potential in the paint and coatings industr

Dollarama is well-positioned in the discount retail sector, benefiting from consumer trends towards value shopping. The company's strong store expansion and solid financial performance make it a compe

Corning is a leader in specialty glass and ceramics, with strong growth prospects driven by demand in the technology and telecommunications sectors. The company's innovative products and solid financi

Alaska Airlines has a strong competitive position in the U.S. airline industry, with a focus on operational efficiency and customer service. The company is expected to benefit from industry consolidat

Yum China is well-positioned to capitalize on the growing demand for fast food in China, with a strong brand presence and a robust expansion strategy. The company has demonstrated consistent revenue g

Axalta is positioned to benefit from its strong market position in the coatings industry, with a diversified customer base and ongoing cost-cutting initiatives that are expected to enhance margins. Th

Axalta is an undervalued coatings company with a strong market position and durable competitive advantages. The company generates significant free cash flow and is expected to achieve GDP+ sales growt

Foot Locker is facing significant challenges due to its reliance on Nike, which accounts for 73% of its sales. A decline in Nike's average selling prices (ASPs) and market share will directly impact F

Foot Locker is facing significant challenges as its largest supplier, Nike, shifts focus towards direct-to-consumer sales, which threatens Foot Locker's inventory advantage. Additionally, the average

Norbord is a Canadian-listed company with a significant portion of its operations and profits tied to the housing rebound in the U.S., making it an attractive investment opportunity.

Rupal Bhansali views Microsoft as an enterprise staple deserving of a valuation multiple similar to consumer staples. Despite market perceptions of Microsoft as a high-risk technology company, Bhansal

Ameren (AEE) is a regulated utility with a history of good returns, but it faced challenges during the financial crisis when it cut its dividend, leading to a sharp stock sell-off. The new management'

East West Bank (EWBC) is positioned as a relationship bank with a strong track record of financial performance and a diversified loan portfolio. The bank's expertise in facilitating business between C

The senior secured 2018 bonds of Soho House offer a compelling risk-adjusted return due to the stable, recurring revenue nature of the business, which has a growing member base and low churn. Despite

Carriage Services is well-positioned to benefit from demographic tailwinds as the Baby Boomer generation ages and passes away, leading to increased demand for funeral and cemetery services. The compan