Conagra Brands, Inc. (CAG:USA) currently trades above corporate average relative to UAFRS-based (Uniform) earnings, with a 26.3x Uniform P/E. At these levels, markets have bullish expectations for the firm...
Read MoreThe Latest from
-
May 12, 2020
A lot of investors forget this rule when investing, especially in times like these.
After the market fell 30% in February and March, and some names fell 50% or more, investors that have been searching for value have scooped them up, sometimes indiscriminately.
...
Read More -
May 11, 2020
Waste Management, Inc. (WM:USA) currently trades above historical averages relative to UAFRS-based (Uniform) earnings, with a 35.7x Uniform P/E. At these levels, the market has bullish expectations for the firm...
Read More -
May 8, 2020
Albemarle Corporation (ALB:USA) currently trades near recent averages relative to UAFRS-based (Uniform) earnings, with a 24.5x Uniform P/E. At these levels, the market has bearish expectations for the firm...
Read More -
May 7, 2020
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...
Read More -
May 7, 2020
Ecolab Inc. (ECL:USA) currently trades near historical highs relative to UAFRS-based (Uniform) earnings, with a 37.4x Uniform P/E, implying bullish expectations for the firm...
Read More -
May 6, 2020
Highlighted Top Ideas: DISH – DISH Network Corporation, GPS – The Gap, Inc., GTT – GTT Communications, Inc....
Read More -
May 6, 2020
salesforce.com, inc. (CRM:USA) currently trades near recent highs relative to UAFRS-based (Uniform) earnings, with a 47.2x Uniform P/E. At these levels, the market has bullish expectations for the firm...
Read More -
May 5, 2020
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: IPG – The Interpublic Group of Companies, Inc. Other Highlights: ACN, NSC, ZEN...
Read More -
May 5, 2020
GTT Communications, Inc. (GTT:USA) currently 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...
Read More -
May 4, 2020
The Interpublic Group of Companies, Inc. (IPG:USA) currently trades below historical averages relative to UAFRS-based (Uniform) earnings, with a 12.9x Uniform P/E, implying bearish expectations for the firm...
Read More -
April 21, 2020
In mid-1998, Coca-Cola’s (KO:USA) stock price traded at a high of about $88 per share. Almost eight years later, the firm’s stock price stood at half that mark: $44. Did the company lose their incredible competitive advantages?
Around the same time, an incredible stock price run was taking shape. A major discount retailer watched as its stock price soared more than tenfold from 1996 to 2000. It wasn’t Wal-Mart, Best Buy, or some other popular store. It was AMES Department Store, which was bankrupt by 2002....
Read More