Beating The Tide: Stock Picks That Outperform

Beating The Tide: Stock Picks That Outperform

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The Dirt on a Quiet Compounder Hiding in Plain Sight
This vertically integrated U.S. manufacturer owns its raw materials, controls its entire supply chain, and could actually benefit from tariffs.
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George Atuan, CFA
Celestica: The Most Important AI Stock You’re Probably Not Aware Of
My deep dive into how Celestina (CLS) evolved from EMS afterthought to Big Tech’s AI infrastructure partner—riding a hyperscaler capex boom with sticky…
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George Atuan, CFA
TSMC Stock: Why This Semiconductor Giant is My Highest-Conviction Buy
Ultra Deep Dive (7,400 Words) on Why TSMC (NYSE:TSM) Has a 95% Upside and a Near Monopoly on Advanced Chips
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George Atuan, CFA
Fortrea (FTRE): An Attractive Post-Spin-Off Opportunity From Labcorp (LH)
Despite recent earnings volatility, Fortrea's strong backlog, global reach, and growing CRO market present compelling upside—here's why I'm bullish…
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George Atuan, CFA
This Under-the-Radar Fintech Could Deliver a 55%-80% Upside
A deep dive into a fast-growing payments and B2B fintech that’s transforming financial infrastructure.
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George Atuan, CFA
Two Hidden Gems Poised for Explosive Growth and Market Dominance
These Under-the-Radar Stocks Offer High Margins, Strong Cash Flow, and a Massive Upside—Here’s Why They Belong in Your Portfolio.
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George Atuan, CFA
DXP Enterprises (DXPE): A Hidden MRO Powerhouse with Significant Upside
After locking in a 54% return on Netgear (NTGR) in just 123 days, we’re redeploying capital into DXP Enterprises (DXPE) — a high-growth MRO distributor…
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George Atuan, CFA
The Stylish Canadian Retailer Redefining Growth in 2025
From US expansion to e-commerce dominance, discover why this Canadian brand is more than just fashionable—it’s a must-have in any Canadian portfolio.
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George Atuan, CFA
Argentina: Choppy Waters, Big Catches
From Sovereign Defaults to Strategic Investments in argentine banks and YPF – A Shark’s Approach to Risk and Reward.
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George Atuan, CFA
This industry leader is a steal
Margin expansion, industry leadership, and trading at 64% of its fair value make this pick a no-brainer.
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George Atuan, CFA
Why the New Loan Won’t Move the Valuation Needle for RAIL
How the new loan reshapes RAIL's financials, from the capital stack and interest rate to cost of capital, capex, and valuation.
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George Atuan, CFA
POWL Power-Up: From $80 to $250 and Still Charging Ahead!
At the beginning of 2024, I grabbed POWL shares for $80, and they’ve now shot up over three times to $250.
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George Atuan, CFA
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