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Long term price target of $34 Originally published on 3/31/25 in The Millegan Memo https://www.woodworth.fund/news/the-millegan-memo-march-2025 KOHL’S HARD CASH: DIGGING UP VALUE IN $KSS Kohl’s continues to drop despite a relatively rosy reported earnings and balance sheet. In what appears to be an overreaction to broader uncertainties in the US economy, consumer sentiment, and possibly disappointing performance of certain internal segments, Kohl’s has declined over 30% since it reported earnings earlier this month.

Long term price target of $25 Originally published on 3/31/25 in The Millegan Memo https://www.woodworth.fund/news/the-millegan-memo-march-2025 ALL ABOARD THE VALUE TRAIN: WHY $RAIL MIGHT BE HEADED NORTH - FREIGHTCAR AMERICA Freightcar America continues to deliver on operational results. Freightcar America, which despite the name has no actual manufacturing operations in the US, reported its four quarter and full year 2024 earnings results earlier this March.

Phillips 66 (PSX) is often considered undervalued for several reasons. Investment analysis typically looks at various factors to determine if a company's stock might be undervalued and whether it has the potential to achieve higher profit margins.

Bull Vontier has inherited a proven business system of disciplined capital allocation and continuous improvement from its former parent companies, Danaher and Fortive. u The spinoff from Fortive will allow Vontier to redeploy capital to its business, as its former parent invested less than 5% of its total M&A capital in Vontier.

Catalysts Industry Tailwinds: Continued global demand for wastewater treatment driven by urbanisation, water scarcity, and stricter environmental regulations. A rising focus on circular economies that value resource recovery from organic waste.

Bull BBW is set to renegotiate leases over time. Favorably updated rent agreements, new off-mall locations, and productivity gains from the White Barn format conversion could help boost profits.

Key Takeaways Coca-Cola is the leading global brand, and it has endured numerous market downturns with its tested business model. The firm's stability, which includes over six decades of raising its dividend and a share price that is half as volatile as the average market, appeals to a certain investor population.

Key Takeaways A strong presence in stable regions puts Barrick Gold in a good position to benefit from the next commodity super-cycle. Barrick's investment in human capital should ensure qualified personnel are available for developing markets.

Sampath Bank PLC, one of Sri Lanka’s leading commercial banks, appears to be significantly undervalued based on intrinsic valuation models. Our analysis, incorporating the Dividend Discount Model (DDM), Excess Capital Model, and Adjusted Book Value + ROE Growth, suggests a weighted intrinsic value of Rs. 176.35 per share compared to its current market price of Rs. 121.5. This indicates a 31.1% margin of safety , signaling a compelling investment opportunity.