Highlighted Top: CSTM – Constellium SE, GT – The Goodyear Tire & Rubber Company, URI – United Rentals, Inc....
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November 20, 2019
Costco Wholesale Corporation (COST:USA) currently trades near historical highs relative to UAFRS-based (Uniform) Earnings, with a 34.5x Uniform P/E, implying bullish expectations for the firm. However, management...
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November 19, 2019
Each week, the Valens Research team highlights our most interesting insights from across our tools and our analysis, including individual company, industry, and macro insights. Top Highlight: LVS – Las Vegas Sands Corp. Other Highlights: EL, RBC, WM...
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November 19, 2019
Tesla, Inc. (TSLA:USA) currently trades near historical averages relative to UAFRS-based (Uniform) Assets, with a 3.8x Uniform P/B. At these levels, the market...
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November 18, 2019
This week the Valens Research team highlights our most interesting equity insight from across our tools and our analysis. The market is worried about PINC’s legacy business being sick, and is not capturing the strong momentum in their execution into a stickier higher value add business...
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November 18, 2019
Waste Management, Inc. (WM:USA) currently trades above recent averages relative to UAFRS-based (Uniform) Earnings, with a 34.3x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management...
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November 15, 2019
Regal Beloit Corporation (RBC:USA) trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 14.5x Uniform P/E. At these levels, the market has bearish expectations for the firm...
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November 15, 2019
This week the Valens Research team highlights our most interesting equity insight from across our tools and our analysis. COF is set to cash in with accelerating fundamentals, strong management alignment, and a robust business strategy…...
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November 15, 2019
Tuesday, December 10, 2019
12:00 PM to 2:00 PM PHT
AmCham Hall
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2/F Corinthian Plaza Building
121 Paseo de Roxas cor. Gamboa St., Legazpi Village
Makati City, Philippines... -
November 15, 2019
Saturday, December 7, 2019
1:00 PM to 5:00 PM PHT
Astoria Plaza Hotel
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Ortigas, Pasig City, Philippines... -
November 14, 2019
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.
Company Specific Highlights & Insights...
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November 14, 2019
The Estée Lauder Companies Inc. (EL:USA) currently trades near historical highs relative to UAFRS-based (Uniform) Earnings, with a 30.6x Uniform P/E, implying bullish expectations for the firm. However, management may...
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November 13, 2019
Highlighted Top: AL – Air Lease Corporation, LEN – Lennar Corporation, RAD – Rite Aid Corporation...
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