This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis. Cirrus has strong management alignment, favorable fundamentals and is making smart strategic decisions, even with near-term potential headwinds, overly pessimistic market valuations signal opportunity for equity upside...
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Highlighted Top Ideas DLX – Deluxe Corporation LB – L Brands, Inc. NFX – Newfield Exploration Company Other Ideas BBY – Best Buy Co., Inc. AER – AerCap Holdings N.V....
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Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: Marriott International, Inc. (MAR) Other highlights: ADBE, AR, COF, CSTM, CTSH, HTZ, HUM, JCP, LIN:DEU, MMC, MPC, NTES, RIG, SII:CAN, TAX, THC, WHR, ZTS...
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This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis. Overblown concerns about Valeant’s credit risk and operational risk mask a recovering business, liquidity to navigate issues, improved management alignment and a management team that has control of perceived issues...
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Highlighted Top Ideas AL – Air Lease Corporation WYN – Wyndham Worldwide Corporation X – United States Steel Corporation Other Ideas AN – AutoNation, Inc. CNX – CONSOL Energy Inc....
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Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: CSX Corporation (CSX) Other highlights: AKS, AMKR, AXL, BBY, BLDR, CAR, CCO, CLR, EBAY, ECL, GPOR, HUN, MDR, MRO, PSX, R, TSLA, WMT...
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Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: Intuit, Inc. (INTU) Other highlights: AI:FRA, BP.:GBR, CNX, CON:DEU, D, DLX, EL, EQGP, KFY, LULU, MCK, NAV, NYT, PLNT, RDSA:NLD, SUM, TSS...
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This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis. Market’s lack of respect for the upside of PLNT’s franchising strategy, combined with strong management execution and overstated credit concerns for the business point to substantial equity upside...
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Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: Cisco Systems, Inc. (CSCO) Other Highlights: BDX, LOW, PX Other Recent Analyses: 2914:JPN, AET, AMT, CAT, CRM, FOXA, KO, NEE, NVEE, PANW, RTN, RY:CAN, SCI, TDG, TJX...
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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. This week, we focus on FedEx Corporation (FDX), Danaher Corporation (DHR), F5 Networks, Inc. (FFIV)...
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This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis. Management’s success in operating their core business, intelligent acquisitions to drive growth, low market expectations and growing management confidence in their outlook are a diagnosis for equity upside...
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Highlighted Top Ideas CVI – CVR Energy, Inc. EXPE – Expedia, Inc. GME – GameStop Corp. Other Ideas RCL – Royal Caribbean Cruises Ltd. CVS – CVS Health Corporation...
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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. This week, we focus on Finisar Corporation (FNSR), Alibaba Group Holding Limited (BABA), Accenture plc (ACN)...
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This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis. Management’s smart strategic decisions, low market expectations, and growing confidence about the business builds the case for equity upside...
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Highlighted Top Ideas AMD – Advanced Micro Devices, Inc. GM – General Motors Company MGM – MGM Resorts International Other Ideas UHS – Universal Health Services, Inc. DAL – Delta Air Lines, Inc....
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Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: Gilead Sciences, Inc. (GILD) Other Highlights: GPS, HD, TXN,AGN, AVGO, BABA, BAS:DEU, BAYN:DEU, CMCM, CVS, DIS, GILD, PCLN, RCL, RDSA:NLD, SAN:FRA, TMO, WYN, X...
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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. This week, we focus on Semtech Corporation (SMTC), Citrix Systems, Inc. (CTXS), Big Lots, Inc. (BIG)....
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This week the Valens Securities team highlights our most interesting equity insight from across our tools and our analysis. Market expectations for a negative inflection in returns and growth appears too pessimistic, considering management’s successful pivot and growing confidence...
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Highlighted Top Ideas GT – The Goodyear Tire & Rubber Company TMUS – T-Mobile US, Inc. TWTR – Twitter, Inc. Other Recent Analyses LH – Laboratory Corporation of America Holdings CCI – Crown Castle International Corp....
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Each week the Valens Securities team highlights our most interesting insights from across our tools and our analysis, including individual company industry and macro insights Top Highlight: LGI Homes, Inc. (LGIH) Other Highlights: FCX, GRMN, MGM, ABT, CRUS, CTXS, FOXF, MYL, NESN:CHE, NOVO B:DNK, ROG:CHE, UNH, VRX, ZG...
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