Growth Stock Thoughts
An Investment in Knowledge Pays the Best Interest
Benjamin Franklin
The Future is Sunny for Canadian Solar
• Leading global manufacturer of solar panels.
• Solar is becoming cost-effective without subsidies.
• Significant tailwinds as green energy spend accelerates.
• Favorable legislation and technology improvements are allowing the price per KWh to decrease and planning to become more accessible.
• Solar electricity to benefit from a global push for green energy.
• Solar to benefit from both distributed generation and solar farms.
• Long PPA contract length and large >5GW project backlog.
Qorvo Qualifies Quantitatively as Quality Quintessential 5G Opportunity
• Beneficiary of 5G buildout
• Key player in embedded systems and RF technologies.
• Global manufacturing, marketing, and R&D footprint.
• 41% increase in revenue since 2020, high operating margin.
• Industry leader in 5G, WiFi6E, UWB, PAC manufacturing.
Virtual Machines, Real Growth
• Separation from Dell is a catalyst for a higher valuation.
• Profiting from work from home and hoteling.
• Benefiting from integrated cybersecurity demand.
• Breadth of products and services for firms of all sizes.
• Scalable use cases, extensive portfolio of partnerships across industries.
Lowe’s Sees Concrete Future in Online Retail and Distribution
• Benefiting from strong home sales and remodeling market.
• Second largest home improvement retailer in the world.
• 20,000,000 customers a week.
• 26% increase in revenue per square foot in Q1 2021.
• Logistics network enabling same-day delivery to consumers.
Everest Re is on top of the Reinsurance Mountain
• Consistent Double-Digit Compounder.
• Broad customer base with diverse income streams.
• Strong cash flow with a low expense base.
• International reach and excellent management.
• Financial strength is highly rated by S&P and Moody’s.
• 2.6% Dividend Yield.
Bristol-Meyers Squibb is at the Front of the Oncology Revolution
• An industry leader in Oncology and Hematology.
• Strong projections for drug releases.
• Planned dividend increases and share buy-backs.
• High operating margin.
• First mover advantage with several breakthrough Oncology drugs.
• 2.9% yield with expected dividend growth and capital appreciation.
Johnson & Johnson Remains the First Choice in Medicine
• Leader in healthcare.
• Developer of one of the key COVID-19 vaccines.
• Massive product breadth, covering nearly all healthcare sectors.
• Many flagship products have a long patent life.
• Global manufacturing and distribution reach.
• Expect high single-digit growth in earnings and dividends.
5G Advances Connect Qualcomm to the Future
• Patent powerhouse, with 140,000 patents across 14 billion devices.
• At the forefront of IoT and 5G technology.
• Long-term success with picking and investing in startups.
• 157% revenue increase in RF technology components.
• 5% dividend growth in 2021.
Dividend Growth Powers Lincoln’s Value
• Increased dividends for 11 straight years.
• 12.7% 5-year dividend growth rate.
• Best-in-class balance sheet fundamentals.
• Cost-saving measures have netted $100 million in savings during the COVID-19 pandemic, expected to remain.
• Industry-leading digitization initiatives to increase customer satisfaction and outcomes.
• Compelling (low) valuation for a steady dividend grower.
Positive Prognosis for Pfizer’s Powerful Portfolio of Patents
• Developer of one of the key COVID-19 vaccines.
• A long history of fruitful partnerships.
• Massive R&D budget that frequently innovates new products.
• Solid dividend yield of 4% and modest growth.
• Low valuation leaves room for capital appreciation.
• Massive development pipeline, with 95 products in development.
Merck Advances Mean a Bright Future for All
• 130 years of experience in the United States.
• A strong list of patents spanning into the late 2020s.
• Oncology and Vaccine breakthroughs.
• Focusing on fewer products poised for growth.
• Dividend Yield of 3.3%
Alibaba’s Phenomenal Growth and Compelling Nominal Valuation Create an Opportunity for Investors
• Leading online retailer in China which continues to grow rapidly.
• Explosive growth driven by growing middle class and increasing digitalization of Chinese economy.
• Leveraging its e-commerce base to expand into traditional brick-and-mortar retail.
• A dominant force in cloud computing and logistics in China.
