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The Latest from
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February 10, 2021
Highlighted Top Ideas: MAT – Mattel, Inc., KTOS – Kratos Defense & Security Solutions, Inc., VREX – Varex Imaging Corporation...
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February 10, 2021
Chegg, Inc. (CHGG:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with an 81.3x Uniform P/E. At these levels, the market has bullish expectations for the firm...
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February 9, 2021
Amazon.com, Inc. (AMZN:USA) currently trades at recent highs relative to UAFRS-based (Uniform) earnings, with a 44.3x Uniform P/E. Even at these levels, the market has bearish expectations for the firm...
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February 9, 2021
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: WGO – Winnebago Industries, Inc. Other Highlights: BLKB, FRT, MCD...
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February 8, 2021
VMware, Inc. (VMW:USA) currently trades near corporate averages relative to UAFRS-based (Uniform) earnings, with a 22.8x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm...
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February 5, 2021
McDonald’s Corporation (MCD:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 28.2x Uniform P/E. At these levels, the market has bullish expectations for the firm. However, management may be concerned about their delivery and drive-thru sales, the pace of the market recovery, and the launch of their orders platform...
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February 4, 2021
Blackbaud, Inc. (BLKB:USA) currently trades above corporate averages relative to UAFRS-based (Uniform) earnings, with a 25.6x Uniform P/E. At these levels, the market has somewhat bullish expectations for the firm, but management may have concerns about their retention rates, meeting profitable growth targets, and their partnerships with Salesforce and Microsoft...
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February 3, 2021
Highlighted Top Ideas: DISH – DISH Network Corporation, HCC – Warrior Met Coal, Inc., THS – TreeHouse Foods, Inc....
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February 3, 2021
Federal Realty Investment Trust (FRT:USA) currently trades near historical highs relative to UAFRS-based (Uniform) earnings, with a 65.5x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about adjusted EPS growth, first-ring suburb property demand, and occupancy rate declines...
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February 2, 2021
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: F – Ford Motor Company Other Highlights: HAS, LCII, TWTR...
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February 2, 2021
TEGNA Inc. (TGNA:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 12.7x Uniform P/E. At these levels, the market has bearish expectations for the firm, but management is confident about revenue growth, video engagement growth, and the auto and retail market recovery...
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