...Read More
The Latest from
-
-
April 23, 2018
Taylor Wimpey plc. (TW.:GBR)is currently trading below recent average valuations relative to UAFRS-based (Uniform) Earnings, with a 9.1x Uniform P/E. At these levels, the market is expecting Uniform ROA to decline from 20% in 2017 to 9% through 2022, representing levels not seen since 2012...
Read More -
April 23, 2018
Each week, Valens focuses on several companies that were analyzed in the prior week, where material distortions caused by as-reported GAAP accounting need to be corrected to understand a company’s economic fundamentals. This week, we focus on NIC Inc. (EGOV), Bio-Techne Corporation (TECH), The Ultimate Software Group, Inc. (ULTI)...
Read More -
-
April 20, 2018
This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis. Cirrus has strong management alignment, favorable fundamentals and is making smart strategic decisions, even with near-term potential headwinds, overly pessimistic market valuations signal opportunity for equity upside...
Read More -
April 20, 2018
China Mobile Limited (0941:HKG)is currently trading below historically average valuations relative to UAFRS-based (Uniform) Earnings and Assets, with a 11.6x Uniform P/E and a 0.9x Uniform P/B. At these levels, the market is expecting Uniform ROA to decline from 8% in 2016 to 4% through 2021, representing trough levels never before seen by the company...
Read More -
-
April 19, 2018
Cardinal Health, Inc. (CAH:USA)currently trades below historical averages relative to UAFRS-based (Uniform) Earnings, with a 13.9x Uniform P/E, implying bearish expectations for the firm. Moreover, management has concerns about their performance and industry trends...
Read More -
-
April 19, 2018
Management teams are voting with their wallets, investors are likely to follow
In general, management teams tend to be value buyers, buying when their stocks dip and withdrawing when their equity rallies. If they don’t, it can be a sign of their concern about fundamentals. Watching this statistic can be helpful in confirming other signals about the fundamental outlook....
Read More -
April 19, 2018
Highlighted Top Ideas AN – AutoNation, Inc. AVP – Avon Products, Inc. UIS – Unisys Corporation Other Recent Analyses SUM – Summit Materials, Inc. AMKR – Amkor Technology, Inc....
Read More -
April 18, 2018
Friday, April 20, 2018
11:00 am to 12:30 pm PHT
Valens Research Education & Training Center,
Read More
Pasig, Metro Manila... -
April 18, 2018
Thursday, April 26, 2018
11:00 am to 12:30 pm PHT
Valens Research Education & Training Center,
Read More
Pasig, Metro Manila...