Generac Holdings Inc. (GNRC) has a dominant and growing market position for backup power generation and storage, a trend that is likely to grow for years. Uniform Accounting highlights that the market not pricing in these tailwinds, and Generac’s potential to grow and expand returns faster signal the potential for equity upside....
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PDCE – PDC Energy, Inc.
Action: Buy 2026 5.750% Bonds, CUSIP:69327RAJ0 (7.390% YTW, 4.740% iYTW)...
Antero Resources (AR) has a low-cost, unhedged inventory of high-quality natural gas. Uniform Accounting highlights what the company’s returns could look like during a strong natural gas cycle, something that the market is not pricing in. That makes Antero a compelling buy....
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TRIP – Tripadvisor, Inc.
Action: Buy 2025 7.000% Bonds, CUSIP: 896945AAO(8.066% YTW, 4.696% iYTW)...
Fox Factory (FOXF) has a high quality brand and growth opportunities into related markets. Uniform Accounting shows the value of the company’s brand, and it shows that the market isn’t pricing that sustainably. That makes Fox Factory a compelling buy...
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HOLX – Hologic, Inc.
Action: Buy 2028 4.625% Bonds, CUSIP: 436440AM3 (5.919% YTW, 4.769% iYTW)
Buy 2029 3.250% Bonds, CUSIP: 436440AP6 (6.213% YTW, 4.933% iYTW)...
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GM – General Motors Company
Action: Buy 2027 6.800% Bonds CUSIP: 37045VAU4 (5.206% YTW, 3.796% iYTW)
Buy 2028 5.000% Bonds CUSIP: 37045VAS9 (5.496% YTW, 4.103% iYTW)...
Acuity Brands, Inc. (AYI) is the best positioned company to implement smart, connected lighting solutions as more companies and individuals look to adopt more IoT solutions. It is making smart investments into platforms to support its lighting solutions. Uniform Accounting highlights that the market is pricing in a reversal of recent profitability expansion, but management is confident about its momentum and is aligned to continue executing on improving profitability, signaling the potential for equity upside as the company continues executing....
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CC – The Chemours Company
| Action: | Buy 2027 5.375% Bonds, CUSIP: 163851AE8 (6.233% YTW, 4.133% iYTW) Buy 2028 5.750% Bonds, CUSIP: 163851AF5 (6.395% YTW, 4.145% iYTW) |
