Ecolab Inc. (ECL:USA)currently trades near recent highs relative to UAFRS-based (Uniform) Earnings, with a 25.2x Uniform P/E, implying bullish expectations for the firm. However, management has concerns about margins, costs, and competition...
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June 14, 2018
Highlighted Top Ideas CCO – Clear Channel Outdoor Holdings, Inc. MTOR – Meritor, Inc. SVU – SUPERVALU Inc. Other Recent Analyses CNX – CNX Resources Corporation HL – Hecla Mining Company...
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June 13, 2018
Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: Ensco plc Other Highlights: GD, UNP, WMT Other Recent Analyses: AMT, BIIB, CAR, DIS, DLX, HD, KO, MTOR, NOC, R, RTN, TMO, TSLA, V, WU, X...
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June 13, 2018
T-Mobile US, Inc. (TMUS:USA)currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 23.3x Uniform P/E. At these levels, the market has somewhat bullish expectations for the firm, and management is confident in their adjusted EBITDA, 5G opportunity, and proposed merger with Sprint...
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June 12, 2018
Deere & Company (DE:USA)currently trades near historical averages relative to UAFRS-based (Uniform) Earnings, with a 16.3x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management has concerns about margins, Wirtgen, and costs...
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June 11, 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 HEICO Corporation (HEI), HealthStream, Inc. (HSTM), Perficient, Inc. (PRFT)....
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June 8, 2018
Ensco plc (ESV:USA)currently trades near historical lows, and well below asset values, relative to UAFRS-based (Uniform) Assets, with a 0.5x Uniform P/B, implying bearish expectations for the firm. However, management is confident in their new drillship, customer activity, and Brazilian operations...
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June 8, 2018
This week the Valens Research team highlights our most interesting equity insight from across our tools and our analysis. Pessimistic market outlook for growth and ROA’, with favorable management alignment, strong strategic positioning and accelerating operational execution points to equity upside...
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June 7, 2018
General Dynamics Corporation (GD:USA)currently trades at historical highs relative to UAFRS-based (Uniform) Earnings, with a 27.3x Uniform P/E, implying bullish expectations for the firm. However, management has concerns about their backlog, Marine Systems segment, and the G650...
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June 7, 2018
Highlighted Top Ideas
CCI – Crown Castle International Corp.
DAL – Delta Air Lines, Inc.
URI – United Rentals, Inc.Other Recent Analyses
NAV – Navistar International Corporation...
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June 6, 2018
Wal-Mart Stores, Inc. (WMT:USA)currently trades near recent averages relative to UAFRS-based (Uniform) Earnings with a 21.3x Uniform P/E. At these levels, the market has muted expectations for the firm, but management is confident in their initiatives, private brands, and partnerships...
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June 6, 2018
Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: Sanofi Other Highlights: A, AMZN, BA Other Recent Analyses: AI:FRA, AKS, AMD, AVGO, BMY, LMT, MSFT, MTW, NEE, SVU, UTX, V...
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