Highlighted Top Ideas: GM – General Motor Company, MTOR – Meritor, Inc., TWTR – Twitter, Inc....
Read MoreThe Latest from Weeklies News
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December 29, 2020
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: MTCH, PLD, WTRH...
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December 23, 2020
Highlighted Top Ideas: MAR – Marriott International, Inc., MDP – Meredith Corporation, SKT – Lennar Corporation...
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December 22, 2020
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: CBRL – Cracker Barrel Old Country Store, Inc. Other Highlights: KSS, MPWR, RAD...
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December 16, 2020
Highlighted Top Ideas: NFLX – Netflix, Inc., R – Ryder System, Inc., WYND – Wyndham Destinations, Inc....
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December 15, 2020
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: COF – Capital One Financial Corporation Other Highlights: APH, CLF, LULU...
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December 9, 2020
Highlighted Top Ideas: AN – AutoNation, Inc., DBD – Diebold Nixdorf, Incorporated, URI – United Rentals, Inc....
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December 8, 2020
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: DLTR – Dollar Tree, Inc. Other Highlights: ABT, AMD, AMKR...
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December 2, 2020
Highlighted Top Ideas: CYH – Community Health Systems, Inc., HCA – HCA Healthcare, Inc., OC – Owens Corning...
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December 1, 2020
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: CTSH – Cognizant Technology Solutions Corporation Other Highlights: CHWY, CTAS, TCOM...
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November 25, 2020
Highlighted Top Ideas: AMKR – Amkor Technology, Inc., DAL – Delta Air Lines, Inc., KIM – Kimco Realty Corporation...
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November 24, 2020
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: WDAY – Workday, Inc. Other Highlights: KMX, NKE, WHR...
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November 19, 2020
Each week, Valens focuses on several companies that were analyzed in the prior week, where material distortions caused by as-reported GAAP accounting need to be corrected to understand a company’s economic fundamentals. Company Specific Highlights & Insights...
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November 18, 2020
Highlighted Top Ideas: GME – GameStop Corp., LEN – Lennar Corporation, RAD – Rite Aid Corporation...
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November 17, 2020
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: NFLX – Netflix, Inc. Other Highlights: INTU, JBL, ZTS...
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November 13, 2020
Lam Research Corporation (LRCX:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 15.9x Uniform P/E, implying bearish expectations for the firm. Although management appears concerned about CSBG growth, China demand, and DRAM customer spend, market expectations are overly bearish, suggesting longer-term upside remains warranted...
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November 12, 2020
Intuit Inc. (EXPE:USA) currently trades at a historical high relative to UAFRS-based (Uniform) earnings, with a 42.4x Uniform P/E. At these levels, the market has bullish expectations for the firm, but management may be concerned about their QuickBooks Cash account, operating margins, and new customer growth...
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November 12, 2020
Each week, Valens focuses on several companies that were analyzed in the prior week, where material distortions caused by as-reported GAAP accounting need to be corrected to understand a company’s economic fundamentals. Company Specific Highlights & Insights...
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November 11, 2020
Highlighted Top Ideas: DRI – Darden Restaurants, Inc., ENR – Energizer Holdings, Inc., GPS – The Gap, Inc....
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November 10, 2020
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: ENS –EnerSys. Other Highlights: AMGN, AVGO, CCI, CF...
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