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Executive Summary

Strong Q2 Results Sow the Seeds of Second Half Gains

By Roger S. Conrad on Aug. 9, 2021

“Unpacking” earnings for key details became a popular catch phrase for analysts during Q2 reporting season. And that’s exactly what I do in this August issue of CUI: Utility Report Card highlights vital signs for the 90 percent or so of coverage universe companies that have turned in numbers and updated guidance, while the Portfolio section focuses on my top recommendations.

I dig deep into results to answer two critical questions. First, are companies still moving in the right direction with strategic plans and balance sheet health? And second, are business developments adequately reflected in share prices, meaning are there opportunities for upside or should we be moving on?

I’m happy to say that with no real exceptions, the underlying businesses of companies reporting so far have measured up. And while some currently trade above their highest recommended entry points, no portfolio stocks are at levels of valuation that would preclude more upside this year.

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