Applied Materials (AMAT) currently trades below corporate but near historical averages relative to Uniform earnings, with a 13.9x Uniform P/E (Fwd. V/E’)....
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April 13, 2022
Featured Top Idea
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MTCH – Match Group, Inc.
Action: Trade: Buy 2027 5.000% Bonds CUSIP: 57665RAG1 (5.101% YTW, 3.807% iYTW)
Trade: Buy 2028 4.625% Bonds CUSIP: 57665RAN6 (5.315% YTW, 3.755% iYTW)... -
April 13, 2022
Accenture (ACN) currently trades near corporate yet above historical averages relative to Uniform earnings, with a 23.0x Uniform P/E (Fwd. V/E’)....
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April 12, 2022
Seagate Technology Holdings plc (STX) currently trades below corporate but around historical averages relative to Uniform earnings, with a 15.5x Uniform P/E (Fwd. V/E’)....
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April 12, 2022
LPL Financial (LPLA) has created a powerful platform to empower independent and smaller scale wealth advisors to compete with the big players like Merrill Lynch and Morgan Stanley...
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April 8, 2022
MTCH – CDS 187bps, Base Case iCDS 126bps
Negative Case iCDS 203bps, 2027 5.000% Bond YTW of 5.101%
iYTW of 3.807%, Ba2 Rating from Moody’s, IG3 (equivalent to A2) Rating from Valens
Low Refinancing Need...
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April 8, 2022
Cognex Corporation (CGNX) currently trades above corporate and historical averages relative to Uniform earnings, with a 33.4x Uniform P/E (Fwd. V/E’)...
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April 6, 2022
Ross Stores (ROST) currently trades below corporate but near historical averages relative to Uniform earnings, with an 18.0x Uniform P/E (Fwd. V/E’)....
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April 6, 2022
Featured Top Idea
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PDCE – PDC Energy, Inc.
Action: Buy 2026 5.750% Bonds, CUSIP:69327RAJ0 (5.494% YTW, 3.934% iYTW)... -
April 6, 2022
MUR – Base Case iCDS 128bps, Negative Case iCDS 185bps
2027 5.875% Bond YTW of 5.401%, iYTW of 3.541%
Ba3 Rating from Moody’s, IG4+ (equivalent to Baa1) Rating from Valens
Low Refinancing Need...
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April 5, 2022
United Rentals (URI) has consolidated its way to the top spot in the equipment rental industry about to benefit from strong macro tailwinds. Uniform Accounting shows how profitable the business is, and it shows that the market’s expectations are far too bearish. That makes United Rentals a compelling buy...
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