Michael Enrile, Equity Analyst of Manulife Asset Management and Trust Corporation Metro Manila, Philippines ...
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July 31, 2018
Lee Enterprises, Inc. (LEE:USA)currently trades near historical lows relative to UAFRS-based (Uniform) Earnings with an 8.9x Uniform P/E, implying bearish expectations for the firm. Additionally, management may have concerns about slowing sales in their core business channels, and slowing growth rates within TownNews...
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July 30, 2018
Johnson Controls International plc (JCI:USA)currently trades near historical lows relative to UAFRS-based (Uniform) Earnings, with a 15.7x Uniform P/E. However, even at these levels, the market is pricing in expectations for Uniform ROA to grow from 13% in 2017 to 16% through 2022, representing levels never achieved before, driven by positive macro trends and favorable market repositioning...
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July 30, 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 DISH Network Corporation (DISH), The Ultimate Software Group, Inc. (ULTI), Johnson & Johnson (JNJ)...
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July 27, 2018
UnitedHealth Group Incorporated (UNH:USA)currently trades above recent averages relative to UAFRS-based (Uniform) Earnings, with a 20.8x Uniform P/E. However, even at these levels, the market has bearish expectations for the firm, while management is confident about their capacity for growth, progress in their initiatives, and capability to deliver differentiated value...
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July 27, 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’, controlling market position with huge addressable market opportunities, strong management alignment and a favorable outlook point to upside...
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July 26, 2018
Wednesday, September 19, 2018
7:00 pm to 8:30 pm
Room1-2, FINE TOKYO, 5th Floor, South Tower,
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Chiyoda-ku, Tokyo... -
July 26, 2018
Highlighted Top Ideas DF – Dean Foods Company SUM – Summit Materials, Inc. YRCW – YRC Worldwide Inc. Other Recent Analyses BZH – Beazer Homes USA, Inc. MNI – The McClatchy Company...
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July 26, 2018
Alexion Pharmaceuticals Inc. (ALXN:USA)currently trades near historical lows relative to UAFRS-based (Uniform) Earnings, with a 21.1x Uniform P/E, implying bearish expectations for the firm. However, management is confident in the release of their replacement for Soliris, as well as increases in their operating margin and EPS...
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July 25, 2018
Yum! Brands, Inc. (YUM:USA)currently trades near historical averages relative to UAFRS-based (Uniform) Earnings, with a 21.2x Uniform P/E, implying fairly bullish expectations for the firm. Also, management is excited about bold restaurant developments and confident about their franchising and delivery business strategies...
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July 25, 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: Avalon Bay Communities, Inc. Other Highlights: ADM, CAR, JCP Other Recent Analyses: AL, CHK, CP:CAN, DOOR, FIS, HPE, MCK, PAYX, PINC, SWK, UHS, UIS, VFC, WY...
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