Citigroup (C) looks to finally be rounding the corner of its transformational reconstruction. Uniform Accounting shows both the company’s significant operational improvements, and that the market isn’t pricing them in sustainably. That makes Citi a compelling buy...
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HTLF (HTLF) has been expanding its scale, helping to improve ROE and drive significant equity growth. Uniform Accounting highlights the company’s operational improvements that the market is missing, indicating equity upside....
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Ichor Holdings, Ltd. (ICHR) is the dominant player in a critical memory chip subindustry, and it is improving profitability coming out of a difficult two-year period for the industry. Uniform Accounting highlights that the market is missing the company’s improving fundamentals, creating an opportunity for equity upside...
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Featured Top Idea
HES – Hess Corporation
Buy 2027 4.300% Bonds CUSIP: 42809HAG2 (3.089% YTW, 2.328% iYTW)...
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: FOUR – Shift4 Payments Other Highlights: ADSK, MSCI, MSFT...
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Featured Top Idea
CNC – Centene Corporation
Trade: Buy 2027 4.250% Bonds CUSIP: 15135BAR2 (3.549% YTW, 2.569% iYTW)...
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: CVS – CVS Health Corporation Other Highlights: MRVI, PG, WDAY...
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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: AYI – Acuity Brands Other Highlights: AAL, BKNG, CME...
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Featured Top Idea
CPB – Campbell Soup Company
Avoid 2023 3.650% Bonds CUSIP: 134429BE8 (1.193% YTW, 2.763% iYTW)
Avoid 2025 3.950% Bonds CUSIP: 134429BF5 (1.760% YTW, 3.100% iYTW)
Avoid 2025 3.300% Bonds CUSIP: 134429BA6 (1.765% YTW, 3.075% iYTW)...
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: HLLY – Holley Other Highlights: MRNA, TTD, VRSK...
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Featured Top Idea
REGI – Renewable Energy Group, Inc.
Trade: Buy 2028 5.875% Bonds CUSIP: U7600QAA6 (5.142% YTW, 2.642% iYTW)...
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: GNRC – Generac. Other Highlights: ATKR, CMCS.A, CPNG...
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Featured Top Idea
PDCE – PDC Energy, Inc.
Trade: Buy 2026 5.750% Bonds, CUSIP:69327RAJ0 (4.854% YTW, 2.174% iYTW)...
Featured Top Idea
SITC – SITE Centers Corp.
Avoid 2025 3.625% Bonds CUSIP: 23317HAD4 (5.236% YTW, 3.986% iYTW)
Avoid 2026 4.250% Bonds CUSIP: 23317HAE2 (2.257% YTW, 3.717% iYTW)
Avoid 2027 4.700% Bonds CUSIP: 23317HAF9 (2.491% YTW, 3.831% iYTW)...
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: EPR – EPR Properties, Other Highlights: AMZN, BERY, GILD...
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Featured Top Idea
VREX – Varex Imaging Corporation
Action: Trade: Buy 2027 7.875% Bonds, CUSIP: 92214XAC0 (5.236% YTW, 3.986% iYTW)...
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: EXLS – ExlService Holdings Other Highlights: BSX, MO, TXN...
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Featured Top Idea
SKT – Tanger Factory Outlet Centers, Inc.
Trade: Sell 2026 3.125% Bonds CUSIP: 875484AH0 (2.287% YTW, 4.117% iYTW)
Trade: Sell 2027 3.875% Bonds CUSIP: 875484AK3 (2.458% YTW, 3.468% iYTW)...
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