DXPE
DXP Enterprises Inc
stock NASDAQ

* $AMKR - Everybody is focusing on TSM...but forget semis need packaging...they're producing the main packaging facility in Arizona (right next to TSM's new wafer fab plant) which should produce a ton of American chips (for NVIDA, Apple, AMD, etc...). Their main packaging competitor ASE is focusing on Taiwan capacity...but IMO that is a mistake and the big dogs will want local production.
* $BAND - CPaaS is an up and coming tech. Twilio gets all the fanfare, but $BAND is cheaper and could pass them.
* $CDLR - Danish company that produces wind turbines...huge backlog and growth potential.
* $CLS - Specialize in electronics manufacturing...I think they will keep riding the AI boom much higher.
* $FN - They do optical packing and make industrial lasers and sensors...tons of demand for their stuff. Bit dependent on the AI bubble though.
* $CVGW - They sell avocados...but the real growth is in oils and guac. IMO the stock is currently criminally undervalued. Global avocado consumption is expected to spike by 2030.
* $DOCN - Cloud provider known for its easy Linux image setups...popular and growing fast.
* $SFM - Crazy undervalued...this is a popular natural food stores with very strong growth plans.
* $SN - Really innovative products and great growth plan...absurd the stock has dropped so much recently.
* $OKE - But only if oil prices don't collapse like predicted. This is a midstream company that has really built up their capacity for strong growth.
* $ZVIA - But basically this is a natural/no-sugar soda company that is way better than Pepsi/Coke. They're technically losing money now, but 2026 should be there first breakeven year.
* $LWAY - They produce drinkable keifer...great products and super tasty. They've been growing fast and are increasing capacity.
* $BBWI - They make smelly stuff that females like. Very low PE, yet their growth prospects and debt aren't that bad.
* $BJ - Basically a Costco for the East Coast...but half the PE. They will likely grow faster than Costco in the future years.
* $COLD - REIT specializing in cold storage. Growth is bright as they partner with Canadian Pacific to create a fridge rail transport system (cool concept).
* $DHR - They produce biotech tools and have good financial growth prospects.
* $DXPE - Service company for factories...I expect 2026 to be a good rebound year.
* $EMN - Company with innovative ideas for plastic recycling.
* $EXP - Cement/wallboard company with good growth prospects. Getting dinged a bit now because of the housing slowdown.
* $FAF - Duopoly title insurance provider.
* $FTV - Make test and measurement tools.
* $GFL - All the focus is on WM, but IMO this company might grow faster. High depreciation covers up their strong cash flows.
* $GLDD - Dredging company that recently released a bullish outlook for 2026.
* $HLF - Supplement supplier with a lot of debt, but recently reported a good quarter with stronger US sales. Just a forward PE of 4...if they pay down their debt (as planned) they could double their PE ratio fairly quickly.
* $HRI - Equipment rental with a ton of debt, but decent cash flows. Again if they can get their finances in order next year they could rebound higher.
* $LIMAF - Canadian company that produces car parts and aerial lifts. Recently did well and have crazy good cash flows.
* $MATV - Chemical and fabric company...debt is a bit high but I think their growth prospects are great.
* $PAHC - Getting pricey but IMO still a buy. They produce medicine for animals.
* $RAL - They produce electrical sensors
* $RVTY - Produce medical tools for biotech (picks and shovels company like TMO).
* $TGT - Very misunderstood company. People think they're collapsing, but they're growing strong and have a fantastic balance sheet.
* $VITL - Natural egg producer. Their eggs are more expensive than regular eggs, but they command a premium because of how they treat their chickens.
* $WTTR - Water supplier for oil companies in west Texas...just signed a big expansion deal.
* $WWW - Shoe company that was unfairly hammered after management revealed they would spend more on research and advertising. Basically Saucony and Merrell...both of which IMO are amazing brands.
These are all companies I own...if anybody sees issues I overlooked, definitely let me know.

* $AMKR - Everybody is focusing on TSM...but forget semis need packaging...they're producing the main packaging facility in Arizona (right next to TSM's new wafer fab plant) which should produce a ton of American chips (for NVIDA, Apple, AMD, etc...). Their main packaging competitor ASE is focusing on Taiwan capacity...but IMO that is a mistake and the big dogs will want local production.
* $BAND - CPaaS is an up and coming tech. Twilio gets all the fanfare, but $BAND is cheaper and could pass them.
* $CDLR - Danish company that produces wind turbines...huge backlog and growth potential.
* $CLS - Specialize in electronics manufacturing...I think they will keep riding the AI boom much higher.
* $FN - They do optical packing and make industrial lasers and sensors...tons of demand for their stuff. Bit dependent on the AI bubble though.
* $CVGW - They sell avocados...but the real growth is in oils and guac. IMO the stock is currently criminally undervalued. Global avocado consumption is expected to spike by 2030.
* $DOCN - Cloud provider known for its easy Linux image setups...popular and growing fast.
* $SFM - Crazy undervalued...this is a popular natural food stores with very strong growth plans.
* $SN - Really innovative products and great growth plan...absurd the stock has dropped so much recently.
* $OKE - But only if oil prices don't collapse like predicted. This is a midstream company that has really built up their capacity for strong growth.
* $ZVIA - But basically this is a natural/no-sugar soda company that is way better than Pepsi/Coke. They're technically losing money now, but 2026 should be there first breakeven year.
* $LWAY - They produce drinkable keifer...great products and super tasty. They've been growing fast and are increasing capacity.
* $BBWI - They make smelly stuff that females like. Very low PE, yet their growth prospects and debt aren't that bad.
* $BJ - Basically a Costco for the East Coast...but half the PE. They will likely grow faster than Costco in the future years.
* $COLD - REIT specializing in cold storage. Growth is bright as they partner with Canadian Pacific to create a fridge rail transport system (cool concept).
* $DHR - They produce biotech tools and have good financial growth prospects.
* $DXPE - Service company for factories...I expect 2026 to be a good rebound year.
* $EMN - Company with innovative ideas for plastic recycling.
* $EXP - Cement/wallboard company with good growth prospects. Getting dinged a bit now because of the housing slowdown.
* $FAF - Duopoly title insurance provider.
* $FTV - Make test and measurement tools.
* $GFL - All the focus is on WM, but IMO this company might grow faster. High depreciation covers up their strong cash flows.
* $GLDD - Dredging company that recently released a bullish outlook for 2026.
* $HLF - Supplement supplier with a lot of debt, but recently reported a good quarter with stronger US sales. Just a forward PE of 4...if they pay down their debt (as planned) they could double their PE ratio fairly quickly.
* $HRI - Equipment rental with a ton of debt, but decent cash flows. Again if they can get their finances in order next year they could rebound higher.
* $LIMAF - Canadian company that produces car parts and aerial lifts. Recently did well and have crazy good cash flows.
* $MATV - Chemical and fabric company...debt is a bit high but I think their growth prospects are great.
* $PAHC - Getting pricey but IMO still a buy. They produce medicine for animals.
* $RAL - They produce electrical sensors
* $RVTY - Produce medical tools for biotech (picks and shovels company like TMO).
* $TGT - Very misunderstood company. People think they're collapsing, but they're growing strong and have a fantastic balance sheet.
* $VITL - Natural egg producer. Their eggs are more expensive than regular eggs, but they command a premium because of how they treat their chickens.
* $WTTR - Water supplier for oil companies in west Texas...just signed a big expansion deal.
* $WWW - Shoe company that was unfairly hammered after management revealed they would spend more on research and advertising. Basically Saucony and Merrell...both of which IMO are amazing brands.
These are all companies I own...if anybody sees issues I overlooked, definitely let me know.