Highlighted Top Ideas: LB – L Brands, Inc., TDG – TransDigm Group Incorporated, WYND – Wyndham Destinations, Inc....
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July 15, 2020
Western Digital Corporation (WDC:USA) currently trades below recent averages relative to UAFRS-based (Uniform) earnings, with a 13.6x Uniform P/E. At these levels, the market has bearish expectations for the firm...
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July 14, 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: BKNG – Booking Holdings Inc. Other Highlights: EGP, JCOM, VRSK...
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July 14, 2020
Square, Inc. (SQ:USA) is currently trading at a historical high relative to UAFRS-based (Uniform) earnings, with a 194.9x Uniform P/E. At these levels, the market has bullish expectations for the firm...
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July 10, 2020
J2 Global, Inc. (JCOM:USA) currently trades well below corporate averages relative to UAFRS-based (Uniform) earnings, with a 9.8x Uniform P/E. At these levels, the market has bearish expectations for the firm...
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July 9, 2020
Verisk Analytics, Inc. (VRSK:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 35.9x Uniform P/E. At these levels, the market has bullish expectations for the firm...
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July 9, 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...
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July 8, 2020
EastGroup Properties, Inc. (EGP:USA) currently trades well above corporate averages relative to UAFRS-based (Uniform) earnings, with a 53.5x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm...
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July 8, 2020
Highlighted Top Ideas: ADNT – Adient plc, IRM – Iron Mountain Incorporated, MTW – The Manitowoc Company, Inc....
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July 7, 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: K – Kellogg Company Other Highlights: AAP, CAT, ODFL...
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July 7, 2020
Cree, Inc. (CREE:USA) currently trades above historical averages relative to UAFRS-based (Uniform) assets, with a 2.7x Uniform P/B. At these levels, the market has bullish expectations for the firm...
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