Analysis

This construction equipment hegemon is going to win from an infrastructure boom, as-reported metrics wrongly say investors shouldn’t care

August 4, 2020
Today’s firm is the most recognized construction equipment company in the country.
Recent Newsletters
August 3, 2020
Investors are concerned about a tax plan come November, here is what it would do to a portfolio if it comes
Last week, we discussed the possibility of inflation impacting stock market valuations.
July 31, 2020
This timetable investment offers the ability to own world-beating firms without hassle, Uniform Accounting highlights why it’s so dominant
For some investors looking to retire, they do not have the time or the capital required to create a tailor-made portfolio of stock ideas
July 30, 2020
This company is benefitting from how the At-Home Revolution is fueling home improvement, contrary to what as-reported metrics say
As a supplier of all-things home improvement, today’s company is well positioned to be a winner of the “At-Home Revolution.”
July 29, 2020
Not all companies have the same standards for taking on leverage, with today’s firm being a special case
Using a leverage ratio is an easy way to measure the credit profile of a firm. Firms with levels too high deserve higher bond yields since they are riskier. Better ratios warrant lower yields
July 28, 2020
Investors are pricing this company like its spinoff has unlocked significant value, when Uniform Accounting shows a very different story
This timeshare company has recently followed the footsteps of its competitors in separating from its hotel counterpart
July 27, 2020
Some economists’ concern for the economy extends past the release of a vaccine
Some economists are concerned about the possibility of inflation after the lifting of stay-at-home orders
July 24, 2020
Institutional investors are unable to plumb the depths of this illiquid market, making it ripe for individual investors
Large asset managers are forced to ignore firms under a certain market cap due to liquidity issues.
July 23, 2020
The market’s appreciation of this chocolatier’s decision to roll-up healthier brands looks idiotic until Uniform Accounting data is reviewed
This company continues to be known as the most recognizable chocolate brand, seen at every grocery and convenience store.
July 22, 2020
The liquidity surge in March and April has saved today’s company, Uniform Accounting shows the bond market still hasn’t caught on
In the beginning of the pandemic, many credit investors feared firms would be unable to pay their bills and be forced into bankruptcy.
July 21, 2020
Headlines and incorrect data are turning investor opinion wrongly against this pickaxe seller
Today’s company is a pickaxe seller in the travel industry, a sector which is currently under significant pressure due to coronavirus.
July 20, 2020
Capacity Utilization is a key metric to measure economic health—normally, current low levels would imply a long slog, not this time though
Over the past 30 years, total capacity utilization has been a vital metric in gauging economic health.
July 17, 2020
While investors may be focused on FAANG, this investor shows there’s a far superior place where the largest returns live
Investors love to look at and think about large-cap stocks because they are a proven force in their respective market
July 16, 2020
Uniform Accounting shows that not all franchising businesses are created equal, and this one is having more issues than investors may realize
Planet Fitness, Yum Brands, and Hilton Worldwide Holdings are great examples of franchise businesses
July 15, 2020
Start-up firms are normally a no-go for credit investors, Uniform Accounting analysis highlights why this negative-earnings business is different
Start-up companies are often avoided by equity investors due to their inherent risk and high valuations.
July 14, 2020
As-reported financials give this educational institution a passing grade, Uniform Accounting shows it’s actually failing badly
Higher education is a highly competitive industry, with over 4,000 institutions competing in the US.
July 13, 2020
This indicator is a powerful tool that helps investors gain crucial insights into individual sector movements through the eyes of management teams
When talking about macro trends, people often think of the market as one uniform entity.
July 10, 2020
The desire to pay attention to wild predictions has led to this fund flying under the radar, Uniform Accounting shows investors should pay attention
Even the biggest companies start small. Excluding banks and insurance companies, there are a little over 100 companies in the US with market capitalization greater than $50 billion
July 9, 2020
As-reported metrics make this company’s content data look like a commodity, UAFRS shows the unbiased truth just like the company’s ratings
Today’s company has helped an entire sub-industry monetize their assets. When it publishes its data, everyone pays attention. Bad results could mean the cancellation of your favorite TV show
July 8, 2020
Commoditized businesses fail major strategy tenets, but UAFRS highlights that alone doesn’t make this one a bad credit investment
Commoditized businesses often get a bad reputation, and rightfully so. These companies have limited power over suppliers and offer nothing to customers that a competitor couldn’t also offer