Mosaic Company (MOS) Entry: UnlockPrice target: 43.00-45.00Second PT: Unlock Finding attractive valuations is getting harder in a market where virtually everything is trading at extreme ratios, but there are still hidden gems for those willing to look outside the popular names and into the “boring” ones. Mosaic Company appears to be one of those hidden gems, operating in a field often overlooked by investors, especially retail buyers. Mosaic Company is a producer of concentrated phosphate and potash crop nutrients. Their key operations include mining and processing phosphate rock and potash to supply global farming needs, focused on supporting crop nutrition worldwide. Besides fertilizers, they produce phosphate based additives for animal feed. Sales volumes for the company’s two primary products are...
Oceaneering International (OII) Entry: Unlock Price target: 29.00-31.00 Second PT: Unlock Oceaneering International is showing solid traction across its subsea, offshore, and robotics operations, while steadily diversifying into aerospace, defense, and renewable energy. Oil and gas remain its largest revenue driver, but the company’s strategy to expand into less cyclical, higher margin industries is beginning to gain momentum. Its business mix now spans Subsea Robotics, Offshore Projects, Manufactured Products, Integrity Management & Digital Solutions, and Aerospace & Defense Technologies, creating multiple growth levers. Recent results highlight this progress. Oceaneering secured over $200 million in subsea contracts in the Gulf of Mexico and Black Sea, extending visibility through 2026, alongside a record aerospace and defense contract that strengthens its long-term backlog....
Circle Internet Group (CRCL) Entry: UnlockPrice target: 164.00-166.00Second PT: Unlock The Trump administration is pushing to ease regulatory hurdles on cryptocurrency, which has encouraged financial giants and businesses to start viewing stablecoins as a real payment option. This trend directly benefits Circle Internet Group, the company behind USDC. USDC is designed to always hold a 1:1 value with the U.S. dollar. In practice, that means if you have 100 USDC, you can exchange it for $100 at any time. This stability gives confidence to banks, fintechs, and global businesses to use USDC for things like instant cross-border payments, settling invoices, moving money between trading platforms, or even holding cash reserves on the blockchain. This beats traditional methods because money moves...
Prologis (PLD) Entry: UnlockPrice target: 130.00-135.00Second PT: Unlock Prologis is not just another real estate investment trust (REIT), it is the global leader in logistics real estate, the company is finding creative ways to tap into the data center boom, a secular trend fueled by cloud computing, AI, and digital infrastructure demand. With one of the largest global warehouse footprints, the company is well positioned to repurpose and develop assets that meet the rising need for high-power, high-capacity facilities. Since it is a real estate investment trust, an important metric to measure is their occupancy. The company’s average occupancy of 94.75%-95.25% is highly impressive, especially considering the broader industrial slowdown. Also, as a REIT, investors pay close attention to the...
Innodata (INOD)Entry: UnlockPrice target: 54.00-56.00Second PT: UnlockIn an era where data is king, Innodata is attempting to rise in the ranks as a leader in data management, particularly focusing on artificial intelligence. The company provides data engineering, annotation, and AI training services that help organizations structure and leverage data for machine learning and digital transformation. This is highly important in the age of digital transformation because AI models depend on high quality data. Large language models can’t function without massive amounts of structured data, that’s where Innodata comes to organize it. Beyond data labeling, Innodata has also launched a Generative AI Test & Evaluation Platform using Nvidia technology. This serves as a scalable performance benchmark tool for LLMs, opening new...
