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January 31, 2019
Highlighted Top Ideas DF – Dean Foods Company SUM – Summit Materials, Inc. TCG:GBR – Thomas Cook Group plc Other Recent Analyses RAD – Rite Aid Corporation DNR – Denbury Resources Inc....
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January 31, 2019
Boston Scientific Corporation (BSX:USA) currently trades above recent averages relative to UAFRS-based (Uniform) Earnings, with a 23.0x Uniform P/E, implying bullish expectations for the firm. However, management has concerns about revenue growth, product launches, clinical studies and outcomes, and core business momentum...
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January 30, 2019
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: Cardinal Health, Inc. Other Highlights: COST, DISC.A, SBAC Other Recent Analyses: ABC, AVGO, AZO, BMRN, CTRP, CXO, FLS, LHA:DEU, MCK, STZ, ULTA, XRAY...
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January 30, 2019
Winnebago Industries (WGO:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 9.2x Uniform P/E. At these levels, markets have overly bearish expectations for the firm, and given management’s confidence in organic revenue growth, travel trailer launches, their ability to meet sales targets, and portfolio construction, further upside is warranted...
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January 29, 2019
Mettler-Toledo International Inc. (MTD:USA) currently trades near historical highs relative to UAFRS-based (Uniform) Earnings, with a 28.4x Uniform P/E, implying bullish expectations for the firm. Moreover, management is confident about service contract growth, earnings guidance, and data-driven sales opportunities...
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