Liberty 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...
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Featured Top Idea
TWTR – Twitter, Inc.
Action: Trade: Buy 2027 3.875% Bonds, CUSIP: 90184LAG7 (4.947% YTW, 3.397% iYTW)...
Generac Holdings Inc. (GNRC) has a dominant and growing market position for backup power generation and storage, a trend that is likely to grow for years...
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Featured Top Idea
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)...
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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PDCE – PDC Energy, Inc.
Action: Buy 2026 5.750% Bonds, CUSIP:69327RAJ0 (5.494% YTW, 3.934% iYTW)...
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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TRIP – Tripadvisor, Inc.
Action: Buy 2025 7.000% Bonds, CUSIP: 896945AA0 (6.175% YTW, 3.365% iYTW)...
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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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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