YB new stock pitches (Fri, Mar 13)

Author

Connor Van Ooyen
March 13, 2026

Hello!

I added 64 new stock write-ups to the website (joinyellowbrick.com).

2 new Elite Investor Pitches were added today, which I shared with Premium subs in the Elite Investor Pitches section.

I also highlighted a few other interesting pitches in the Interesting Pitches section for Yellowbrick Premium subs.

Thanks for reading!

Connor (founder of Yellowbrick and CEO Watcher)

P.S. - if you want a condensed, links-only view of the stock pitches for faster browsing, you can find it at https://www.joinyellowbrick.com/links

HIGHLIGHTED PITCHES (FREE)

YB PREMIUM SUBSCRIBERS ONLY

Author Returns

The below stock pitch is from Guasty Winds.

Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.

BLOG POST - Guasty Winds

Civeo Corp (CVEO-US)

Civeo Corporation engages in hospitality services to the natural resource industry in Canada, Australia, and internationally.

Ticker: CVEO | Price: $28.44 | Price Target: $75 (+163%)
Market Cap: $327M | Timeframe: 1-2 years

🏘️ Workforce Accomodations | 💰 3.6% Dividend | 📈 Bullish Idea

CVEO (new position): Workforce accommodations for remote resource regions (Canada Oil Sands, Australia Bowen Basin). Australian business owns 80% of non-captive beds in premier met coal region, operating at capacity, generating $115M EBITDA potential FY27. Canadian business stabilizing at $22-25M EBITDA after restructuring; 2,500 idle mobile camp rooms could add $30-60M EBITDA if redeployed to pipeline/LNG/data center projects (FIDs expected 2026). FY26 guide $85-90M EBITDA, est $95M with FX tailwind, $43M FCF (7x). FY27 potential $160M EBITDA/$100M FCF (<3x) if mobile camps deploy. Mgmt committed 75%+ cash to buybacks. 2-3x upside over 1-2 years if execution delivers.

Read the full article here. Read time: 9 min

Share this stock pitch:

https://www.joinyellowbrick.com/sp/132451/?ref=PLACEHOLDER

YB PREMIUM SUBSCRIBERS ONLY

Author Returns

The below stock pitch is from blmsvalue.

Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.

VALUE INVESTORS CLUB - blmsvalue

Halyk Bank of Kazakhstan - $HSBK.L

Halyk Bank of Kazakhstan Joint Stock Company, together with its subsidiaries, provides corporate and retail banking services primarily in the Republic of Kazakhstan, Kyrgyzstan, Georgia, and Uzbekistan.

Ticker: HSBK | Price: KZT 395 | Price Target: N/A
Market Cap: KZT 4.26T | Timeframe: N/A

🏦 Bank | 🇰🇿 Kazakhstan | 📈 Bullish Idea

HSBK.L: Dominant Kazakh bank at 3.6x P/E, 1.2x BV w/ 25-30% ROE, 13%+ div yield. 2026 net income guide 1.1T KZT vs 1T in 2025. 16.9% cost-to-income (vs 60% US banks), 17.5% CET-1. ~33% mkt share across segments, superapp duopoly w/ Kaspi. Majority holder ALMEX sold 7.6% stake for liquidity improvement, 365-day lockup. Near-term headwinds: corp tax 20→25%, VAT 12→16%, higher reserve requirements (-20-30bps NIM). Risks: governance, FX, NPLs rising to 6.9%, regulatory. Catalysts: buybacks, re-rating on better float.

Read the full article here. Read time: 11 min

Share this stock pitch:

https://www.joinyellowbrick.com/sp/132418/?ref=PLACEHOLDER

YB PREMIUM SUBSCRIBERS ONLY

Author Returns

The below stock pitch is from devo791.

Upgrade to Yellowbrick Road Premium to unlock the historic returns for all authors.

VALUE INVESTORS CLUB - devo791

DATA Communications Management Corp. - $DCM.TO

DATA Communications Management Corp. provides print and digital solution to simplify complex marketing communication and operations workflows in the United States and Canada.

Ticker: DCM.TO | Price: CAD 1.47 | Price Target: CAD 5.50 (+274%)
Market Cap: CAD 81M | Timeframe: N/A

🪧 Print/Workflow Solutions | 📈 Bullish Idea

DCM.TO: Canada's leading tech-enabled print/workflow provider (70 of top 100 corps, 3 of 5 fed agencies) at 2.8x EBITDA, 3.5x FCF vs $5.50 PT (5.9x EBITDA, 10.3x FCF, ~3x upside). MCC acquisition +65-70% rev/EBITDA, $30M+ synergies, margins 10.8%→13.8%. Revenue declines misleading: $60M attrition from integration (zero/neg margin biz), tariffs, Canada Post strike. LTT: 5%+ organic growth, 30%+ gross margin, 14%+ EBITDA (15-17% possible). Strong M&A potential ($1B rev target, $250M from deals). Mgmt owns 760k shares+2.5M options, aggressive buybacks+divs. Risks: macro, client loss, pipeline conversion.

Read the full article here. Read time: 10 min

Share this stock pitch:

https://www.joinyellowbrick.com/sp/132419/?ref=PLACEHOLDER

ELITE INVESTOR PITCHES (PREMIUM)

YB PREMIUM SUBSCRIBERS ONLY

Less than 5% of the 3,000+ investors we track qualify as an Elite Investor (based on the track record of their previous pitches).

See all of their stock pitches in one place at joinyellowbrick.com/feeds.

THE REST OF THE PITCHES

YB PREMIUM SUBSCRIBERS ONLY

To access all of the stock pitches, upgrade to Yellowbrick Premium.

YB PORTFOLIO

The YB Tracking Portfolio holds 30-40 stocks that are owned by Yellowbrick Elite Investors. Fewer than 5% of the 3,000+ investors we track qualify as an Elite Investor. You can see the current holdings here.

Started May 2024

🎁 REFERRAL PROGRAM 🎁

Use your unique URL below or the share URL for any of the stock pitches to unlock insanely valuable awards.

Premium members have access to these awards here.

THAT’S ALL FOLKS

Thank you so much for reading today’s email!

If you ever have any feedback, questions, or suggestions, just reply to this email or email me anytime at [email protected].

Connor

*Follow Yellowbrick on Twitter at @joinyellowbrick

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