Reiterating 'Buy' On These Picks

Delek US Holdings, Mitek Systems and Nomad Foods

Highlights

• The sum of the parts case for DK still looks attractive even with weakness in the company’s key asset.

• External risks have been mitigated for MITK, but slowing first-half growth has sparked investor concern.

• NOMD is cheaper than it was when we recommended it last year — yet earnings are higher. At less than 10x free cash flow, the company simpl…