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+126% Since December: The Old Target Isn’t My Sell Signal
A higher target, less upside, and a war that changes how I think about this position. BUY maintained.
Oct 6
•
George Atuan, CFA
2
1
+13.8% Since the Pick: A Record Quarter, Still HOLD
Demand held up. Fuel and fleet spending cut my target from $36 to $31, while the rating remains HOLD.
Sep 30
•
George Atuan, CFA
3
Weekly #101: Synchrony Financial, Sold After +56.6%
Portfolio +46.2% YTD, 3.1x the S&P since inception. Plus, SYF rerated, and dividends lifted the total return to 56.6%. I’ve lowered my SYF target to…
Sep 27
•
George Atuan, CFA
4
5
+62% Since May 2025: Record Sales, Still A BUY
$67 target unchanged. AI wins strengthen the thesis, but margins need to recover.
Sep 18
•
George Atuan, CFA
7
2
+127% Since The Pick: A Record Quarter, A Violent Markdown, And Still A BUY
A 7th straight quarter of triple-digit growth, a raised full-year guide, and Mr. Market the stock back at a steep discount anyway. I kept the target…
Sep 8
•
George Atuan, CFA
6
4
+72% In Five Months: Records In A War Zone, And Still A BUY
Records on every line, a first-ever dividend, and a target raised from $41.50 to $47. The stock stays a BUY.
Sep 2
•
George Atuan, CFA
4
3
Strattec at +75.7%: What I Got Right, What I Got Wrong, and Why I Sold
The margin thesis delivered, the growth leg never arrived. Fair value goes from $125 to $95, the downside now outweighs the upside, and the capital…
Aug 20
•
George Atuan, CFA
9
1
Q2 2026 Update: The Hidden Infrastructure Winner, +60.8% In 11 Months
Records everywhere, the target rises to $124, BUY becomes HOLD, and the position enters the trim list
Aug 19
•
George Atuan, CFA
4
Record Profits, Falling Stock, And A Target I Cut
Record trailing profit, a multiple down by nearly a third, and a position underwater. One of those three is wrong.
Aug 10
•
George Atuan, CFA
10
STRL Q2 2026 Update: Record Quarter, And 40% Cheaper Than When I Last Wrote It Up
Third straight beat-and-raise, and the stock is 40% below where I wrote the last update. My DCF goes to $1,030, bear $400, risk reward 1 to 3.5…
Aug 5
•
George Atuan, CFA
4
9
It Hit Its 2028 Targets Two Years Early. The Stock Fell.
Two weeks after I bought it, this company printed an all-time record, raised guidance for the second time this year, and hit its 2028 targets two years…
Aug 4
•
George Atuan, CFA
3
5
Celestica (CLS) Q2 2026: The Fundamentals Got Better. The Market Got Scared.
Revenue +62%, EPS +83%, the third outlook raise this year, and a 2027 that management says grows faster than 65%. Keeping BUY, target $575.
Jul 29
•
George Atuan, CFA
5
1
10
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