May 6, 2022, Friday
8:30 AM – 10:00 AM EDT...
Read MoreMicron Technology, Inc. (MU) currently trades well below corporate and recent averages relative to Uniform earnings, with a 7.2x Uniform P/E (Fwd. V/E’)....
Read MoreLamb Weston Holdings, Inc. (LW) currently trades above corporate and historical averages relative to Uniform earnings, with a 31.1x Uniform P/E (Fwd. V/E’)....
Read MoreBright Horizons Family Solutions (BFAM) currently trades above corporate and historical averages relative to Uniform earnings, with a 38.0x Uniform P/E (Fwd. V/E’)....
Read MoreFeatured Top Idea
SQ – Block, Inc.
Action: Buy 2026 2.750% Bonds CUSIP: 852234AL7 (4.921% YTW, 3.421% iYTW)...
MU – Base Case CDS 90bps, Base Case iCDS 28bps
Negative Case iCDS 53bps, 2027 4.185% Bond YTW of 3.984%
iYTW of 3.042%, Baa3 Rating from Moody’s, IG3+ (equivalent to A1) Rating from Valens
Low Refinancing Need...
Read MoreService Corporation International (SCI) currently trades above corporate and historical averages relative to Uniform earnings, with a 40.3x Uniform P/E (Fwd. V/E’)....
Read MoreLiberty Oilfield Services (LBRT) is a well-positioned vertically integrated, pure play U.S. shale E&S company. Uniform Accounting highlights the company’s profitability potential during a strong shale cycle that the market is missing, indicating equity upside is warranted...
Read MoreAGCO Corporation (AGCO) currently trades below corporate and historical averages relative to Uniform earnings, with a 16.4x Uniform P/E (Fwd. V/E’)....
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