Daniel Jones

Summary Worthington Steel is reaffirmed as a 'buy' following the completed $2.4B Kloeckner acquisition, which offers significant growth potential.

Summary I see a stagflationary recession as increasingly likely before year-end, with persistent inflation and weakening GDP growth.

Summary First Commonwealth Financial is downgraded from 'buy' to 'hold' due to valuation concerns despite solid asset quality.

Summary Lindsay Corporation faces deteriorating industry conditions, particularly in the agricultural sector, prompting a downgrade to a soft 'sell' rating.

Summary Henry Schein remains a dominant global provider in dental and medical practitioner supplies, with strong market shares and ongoing revenue growth.

Summary Kura Sushi USA (KRUS) demonstrates impressive top-line growth, expanding locations and comparable sales, but remains significantly overvalued relative to peers.

Standard Motor Products (SMP) remains attractively valued despite trailing the S&P 500 since the March 'buy' call.

Cadre Holdings stock is a "Hold" due to its valuation. Here's what investors need to know.

Summary Citizens Financial Services remains a "Buy" as shares are attractively valued and asset quality is strong.

Summary Arcosa, Inc. will be acquired by CRH plc for $150/share, a 25% premium, in an all-cash deal valued around $8.3 billion–$8.5 billion.