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October 31, 2018
NXP Semiconductors N.V. (NXPI:USA)currently trades well below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 10.7x Uniform P/E, implying bearish expectations for the firm. However, management is confident in the strength of their automotive and microcontroller businesses, their strong sales performance, and the potential market size for Kinetis...
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October 31, 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: UnitedHealth Group Incorporated Other Highlights: AMT, MMC, NKE Other Recent Analyses: 2914:JPN, 700:HKG, AL, BDX, CCL, COST, DE, EBAY, ETN, GD, HUM, JCP, MAR, SQ, STZ...
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October 29, 2018
eBay Inc. (EBAY:USA)is currently trading well below corporate averages relative to UAFRS-based (Uniform) Earnings, with an 11.0x Uniform P/E, implying bearish expectations for the firm. However, management is confident in their recent initiatives and expanding product lines...
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October 29, 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 Winnebago Industries, Inc. (WGO), Abbott Laboratories (ABT), Caterpillar Inc. (CAT)...
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October 26, 2018
UnitedHealth Group Incorporated (UNH:USA)currently trades near corporate averages relative to UAFRS-based (Uniform) Earnings, with a 20.4x Uniform P/E. At these levels, the market has bearish expectations for the firm, but management is confident about their growth in South America, Medicare Advantage offerings, and reduction of costs...
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October 26, 2018
This week the Valens Research team highlights our most interesting equity insight from across our tools and our analysis. WGO likely to drive strong returns, as current low market expectations do not recognize age-wave and company strategy factors, strong management alignment, and growing management confidence that are likely to justify upside...
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