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Jim Cramer Says “Burlington’s Latest Guidance Was Fairly Tepid”

Burlington Stores, Inc. (NYSE:BURL) is one of the stocks Jim Cramer put under the microscope. Cramer noted that the company had a strong quarter. He commented:

“Second on the list is Burlington Stores, which saw roughly 2.5% comparable sales growth in the first half because… I… have come to expect more than that, but they have flat growth in the first quarter, but 5% growth in the second, well ahead of the 1.5% number that Wall Street was looking for. Burlington also had a strong quarter. Despite softer trends in May, they were able to beat expectations as business got back to normal in June and July. We care about that cadence. Overall, it was a solid quarter… although management struck a more conservative tone with their full-year guidance, not as optimistic as TJX.

Because Burlington’s got more exposure to outerwear than others, their numbers are more sensitive to variations in the weather. We got a warm winter and their sales got hit hard. That’s why they were more concerned about the second half. Although Wall Street mostly chalked up that to management being cautious and the stock still rallied more than 5% in response to the quarter. I thought that was a gift…

Now that we know how all three off-price apparel companies are doing, what about paying for numbers?… Alright, in terms of cheapness, Ross Stores leads the way, trading just 22 times next year’s earnings estimates. That is very cheap, much cheaper than Burlington at 25 and then TJX at roughly 28 times next year’s numbers… Burlington has a PEG ratio of 1.4… Burlington repurchased just $26 million worth of stock last quarter. In the previous quarter, they did buy back over a hundred million dollars.

Management doesn’t guide to a full-year repurchase target, but if you just assume that the second half will match the first, that comes out to be about $250 million for the buybacks, that’s roughly 1.7% of the company’s market capitalization… As for Burlington, it’s really hard to put any of these companies in last place, as they all have a lot going for them in this environment. But Burlington’s latest guidance was fairly tepid, so if anyone comes in last, it’s got to be Burlington.”

Stock market charts. Photo by Kaboompics.com on Pexels

Burlington Stores, Inc. (NYSE:BURL) is a retailer that provides branded merchandise across apparel, footwear, accessories, home goods, baby products, beauty items, and more.

While we acknowledge the risk and potential of BURL as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BURL and that has 10,000% upside potential, check out our report about this cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. This article is originally published at Insider Monkey.

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

  • It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
  • It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
  • It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

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As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

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This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

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The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

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And that’s for a business tied to:

  • The AI infrastructure supercycle
  • The onshoring boom driven by Trump-era tariffs
  • A surge in U.S. LNG exports
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A New Dawn is Coming to U.S. Stocks

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Should I put my money in Artificial Intelligence?

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And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…