🟨 Today's 5 Best Stock Articles

The author is bullish on Taylor Morrison Home Corporation due to the company's recent achievements, diverse portfolio, geographic distribution, track record, cash reserves, experience in mergers and acquisitions, and recent improvements in its digital platform and balance sheet.

The article provides an overview of Taylor Morrison Home Corporation, a real estate development and construction company in the United States. The author highlights the company's recent achievements, including record adjusted home closing gross margins and an all-time low SG&A ratio, as well as its diverse portfolio and geographic distribution. The author believes that the company's track record, cash reserves, and experience in mergers and acquisitions make it likely to deliver further growth in the future. They also note the company's recent improvements in its digital platform and balance sheet. The article includes a detailed analysis of the company's assets and liabilities and assumptions made in a DCF model, which implies a valuation of $67.2 per share (currently $37.78).

The article provides an overview of dentalcorp, the largest provider of dental services in Canada, with over 500 dental practices and 2 million patients. The company has been growing rapidly through M&A transactions, as the dental healthcare market in Canada is highly fragmented. However, the company's share price has been struggling since it raised money at over C$16 per share in January 2022, and it has since launched a strategic review.

The author believes that dentalcorp's share price has been impacted by the fact that it has been using its shares to acquire new practices, and as the share price started to slide, dentists receiving the shares have become disgruntled. The author notes that dentalcorp's cash flow statement is strong, with an operating cash flow of C$139M, and the company generated approximately C$87M in free cash flow in FY 2022.

The author believes that dentalcorp is relatively cheap based on a free cash flow basis and that the EV/EBITDA multiple is currently around 10, which is acceptable given the "sticky" nature of the sector.

The article provides a comprehensive analysis of Interactive Brokers Group, Inc. (IBKR) as an investment opportunity. The author highlights the company's impressive growth rate, revenue streams, and focus on engineering and automation. The article notes that IBKR generates revenue from commissions on trading and interest income, and its minimal exposure to payment for order flow (PFOF) is a positive factor.

The author assigns a buy rating on the stock and assigns an end-of-year price target of $93 (currently $81) based on a 16x to F24 EPS estimate of $5.83. The article also discusses the recent rise in rates in the US, which is expected to benefit all brokers in terms of interest income through at least 2023. The author notes that IBKR has set a long-term goal of growing its accounts by 30% and ultimately hopes to reach a goal of 80 million accounts. The company's focus on automation leads to a significantly high margin profile, and its smart order routing capabilities allow for a lower all-in cost to trade. The author believes that IBKR is well-positioned for account expansion at a high growth rate in the medium term.

The article analyzes Louisiana-Pacific Corporation (LPX), a manufacturing business that specializes in building materials, and argues that the company is undervalued due to the market's misunderstanding of its two main segments: oriented strand board (OSB) and siding.

The author provides a detailed analysis of both segments, including their historical performance, market share, and growth potential. The author argues that LPX's OSB segment is a well-protected oligopoly with high upside potential, while the siding segment is less cyclical and has a long path for growth. The article also discusses LPX's capital allocation strategy and the company's focus on the siding segment.

The author is bullish on LPX and believes that the company is significantly undervalued. The author values each segment using a sum-of-the-parts analysis and argues that the company is significantly undervalued. The author is optimistic about LPX's OSB segment due to its oligopoly status and high potential for growth. The author also believes that the siding segment has a long path for growth.

The article provides a comprehensive analysis of Axos Financial, an online-only bank that has several competitive advantages, including a low cost structure and a relatively low-risk lending portfolio.

The author highlights the bank's effective execution of a long-term strategy and its recognition for excellent service. Additionally, Axos has adapted its portfolio to prepare for a new rate hike cycle and has seen an increase in its net interest margin.

The author sees Axos as a buy opportunity due to its impressive metrics compared to its peers and its relatively low share price. The article also mentions potential risks, such as changes in the bank's loan portfolio sensitivity and the success of its new consumer app.