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October 1, 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 Medifast, Inc. (MED), GameStop Corp. (GME), Mednax, Inc. (MDP)...
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September 28, 2018
This week the Valens Research team highlights our most interesting equity insight from across our tools and our analysis. While markets have grown impatient with LRCX, strong corporate execution, and long-term macro tailwinds spell opportunity coming even with near-term potential volatility...
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September 28, 2018
CNX Resources Corporation (CNX:USA) currently trades near historical lows relative to UAFRS-based (Uniform) Assets, with a 0.8x Uniform P/B. At these levels, the market has relatively muted expectations for the firm, while management is confident about the development of the Richhill well, and turning their fourth rig online...
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September 27, 2018
Highlighted Top Ideas GM – General Motors Company MEG:CAN – MEG Energy Corp. TMUS – T-Mobile US, Inc. Other Recent Analyses EXPE – Expedia Group, Inc. PKD – Parker Drilling Company...
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September 26, 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: Royal Caribbean Cruises Ltd. Other Highlights: AIV, AVGO, PINC Other Recent Analyses: BABA, CPT, CRM, CVX, DLR, GDDY, HES, HTA, LOW, NDAQ, NESN:CHE, ROG:CHE, RY:CAN, VNO, VOW3:DEU...
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September 26, 2018
CSX Corporation (CSX:USA) currently trades above recent averages relative to UAFRS-based (Uniform) Earnings, with a 22.8x Uniform P/E, implying bullish expectations for the firm. Moreover, management is confident about their outlook and monetization strategies...
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September 24, 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 Activision Blizzard, Inc. (ATVI), salesforce.com, Inc. (CRM), Meredith Corporation (MDP)...
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September 24, 2018
salesforce.com, inc. (CRM:USA) currently trades near historical highs relative to UAFRS-based (Uniform) Earnings, with a 50.8x Uniform P/E, implying bullish expectations for the firm. However, management has concerns about MuleSoft, guidance, and utilization of AI...
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