Highlighted Top Ideas: DRI – Darden Restaurants, Inc., ENR – Energizer Holdings, Inc., GPS – The Gap, Inc....
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November 11, 2020
Netflix, Inc. (NFLX:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 47.3x Uniform P/E, implying bullish expectations for the firm. However, management may have concerns about membership growth, free cash flow, and their ability to deliver value...
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November 10, 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: ENS –EnerSys. Other Highlights: AMGN, AVGO, CCI, CF...
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November 10, 2020
Zoetis Inc. (ZTS:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 39.3x Uniform P/E, implying bullish expectations for the firm. Also, management is confident about their livestock business, virtual productivity, and Pumpkin’s performance...
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November 9, 2020
Zoom Video Communications, Inc. (ZM:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 210.7x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may have concerns about organic and revenue growth, Zoom Phone’s capabilities, and Zoom For Home...
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November 6, 2020
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November 5, 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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November 4, 2020
Highlighted Top Ideas: DISH – DISH Network Corporation, DOOR – Masonite International Corporation, WK – Workiva Inc....
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November 4, 2020
Lyft, Inc. (LYFT:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 23.4x Uniform P/E....
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November 3, 2020
EnerSys (ENS:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 16.9x Uniform P/E....
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November 3, 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: MCO – Moody’s Corporation Other Highlights: HUBB, IPGP, PETQ...
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November 2, 2020
PetIQ, Inc. (PETQ:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 31.7x Uniform P/E....
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