1. Mirion Technologies is recommended as a buy due to strong nuclear power demand and a recurring revenue model; 2. The Paragon acquisition expands its exposure to small modular reactors (SMRs) and enhances its nuclear technology portfolio; 3. The company aims for 30% EBITDA margins by 2028 through operational improvements and restructuring, with valuation indicating ~20% upside potential.

1. Global Payments is rated a Strong Buy due to strong fundamentals and plans for significant capital returns, regardless of the Worldpay deal outcome; 2. The Worldpay acquisition and Issuer Solutions divestiture are advancing, with expected synergies and a projected $1.5 billion free cash flow boost post-2026; 3. Aggressive buybacks ($7.5 billion through 2027), upcoming rate cuts, and undervalued stock price suggest substantial upside potential.

1. Broadcom demonstrates AI leadership through ASICs and datacenter networking equipment; 2. The VMware acquisition enhances recurring software revenue and enables full-stack AI integration; 3. CEO Hock Tan's operational strategies drive high margins and successful mergers.

1. Core Natural Resources (CNR) was created in 2025 via the merger of Arch Resources and CONSOL Energy, integrating coal assets and logistics for market diversification; 2. Despite operational disruptions, Q1 2025 showed revenue growth and improved EBITDA, signaling integration progress; 3. The company maintains strong liquidity and capital returns (buybacks/dividends) but faces net losses from merger costs and coal price/regulatory risks.

1. The strain of building the US semiconductor-FAB network is causing Intel to spend more on CAPEX than cash from operations. 2. Intel still trades at around 1 X book value even after the run up. 3. If Taiwan Semiconductor and Broadcom can acquire Intel's FAB and design business, it could be beneficial for current investors.

1. Investors have been investing in stocks expected to benefit from the incoming U.S. administration, such as Tesla and regional banks. 2. Brookfield, which has not been mentioned in discussions about Trump trades, benefits from Trump's regulatory approach. 3. Industry experts largely agree that Trump will allow more M&A than Biden. 4. As a leading dealmaker, Brookfield should benefit from the new administration's deal-friendly stance.

1. Veolia offers a 15% annualized RoR, focusing on stable, government-oriented sectors like waste, water, and energy. 2. The company has shown impressive 1H24 results, confirming its 2024-2027E perspectives. 3. Veolia is undervalued with a 15.22x P/E and a 4.1% yield, offering potential for significant upside through multiple expansions and strategic M&As.

1. Alimentation Couche-Tard has shown impressive growth with a CAGR of ~24% over 28 years. 2. The company's stock has a CAGR of 18% in CAD and 16% in USD over the last 10 years, with dividends growing at a CAGR of ~26%. 3. ACT trades at a trailing P/E ratio of ~20, making it an attractive investment despite its premium valuation.