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- Has General Motors Earned a Bailout?
- Value Expectations submits: Recently John Tamny wrote an article, Pull the Plug on General Motors GM, in which he discusses the various reasons why it is essential to let GM fail. So we thought we would give you a graphical representation of GM's historical ability to create shareholder value,...
- External links 2008-11-26
- Obama's Un-Stimulus Package
- Value Expectations submits: In January 2009, the S&P500 index lost 8.6%, the worst January in its history. In February 2009, the S&P500 index lost 11%, the second-worst on record following the 18.4% decline in 1933. On March 1, 2009, the S&P500 lost 4.66%, the worst first day of March...
- External links 2009-03-08
- President Obama's Effect on the Market
- Value Expectations submits: There has been a lot said about the new direction this administration is taking and how it may affect different sectors, industries, or the market as a whole. With the new health care platform, the change in energy initiatives, and the ever-changing situation with our financial...
- External links 2009-03-10
- S&P 500 Sector Expectations: March 2009 Edition
- Value Expectations submits: After solving for the implied sales growth every company within the S&P 500 needs to generate over the next 5 years to justify their current price, we found that the average is -3.52%, making the entire index look undervalued. Measuring the spread between a company’s VE...
- External links 2009-03-12
- Our Market Review and Sector Analysis
- Value Expectations submits: This year, April showers brought happy portfolios along with May flowers. Despite a few nay-believers stressing their belief that this is a bear market rally and February was A Bottom not The Bottom, the US equity market continued the momentum started in March, sending the S&P500...
- External links 2009-05-13
- Global Equity Valuation and Corporate Performance Insights
- Value Expectations submits: The Applied Finance Group (AFG) has been providing institutional equity research for over 13 years to some of the largest institutional investment, consulting, and corporate firms globally. Our success has been a direct result of our track record, as seen below. As the demand...
- External links 2009-05-13
- Berkshire Hathaway Holdings: Performance Ranked by Valuation Attractiveness
- Value Expectations submits: With Berkshire Hathaway’s (BRK.A) annual meeting just behind us, we thought it would be interesting to provide an analysis of the Oracle of Omaha’s companies (ex. Financials) to give you a better idea of their valuation attractiveness. The companies that rank highest on valuation should be...
- External links 2009-05-14
- Russell 1000 - What's Working
- Value Expectations submits: Have you been wondering what’s working in the current market? This data from our latest Monthly Market Review highlights a select list of variables and their performance over the past 12 months. click to enlarge by Value Expectations
- External links 2009-05-19
- May Market Review and Sector Analysis
- Value Expectations submits: We just read our June 2008 newsletter, and are amazed at how the world has changed. A year ago, our country was fully engaged in an unprecedented presidential campaign between Senators Barack Obama and John McCain, who were preaching very different values and priorities that their...
- External links 2009-06-09
- S&P 500 - What's Priced In?
- Value Expectations submits: The Applied Finance Group's Value Expectations interface sets out to understand the imbedded sales growth a company or index needs to earn over the next 5 years to justify an index or company's current price. The chart below gives a look into the Implied Sales Growth...
- External links 2009-06-12
- Our AFG 50 Performance Review
- Value Expectations submits: The AFG 50 is an actively managed portfolio of 50 stocks, designed to outperform its benchmark (S&P 500) while remaining sector-neutral. The AFG 50 Portfolio serves as an outsourced research team, as our analysts monitor each major economic sector to provide our clients with actionable buy...
- External links 2009-06-23
- Russell 1000 - What's Working
- Value Expectations submits: Have you been wondering what’s working in the current market? This data from our latest Monthly Market Review highlights a select list of variables and their performance over the past 12 months. click to enlarge by Value Expectations
- External links 2009-07-30
- What Are Investors Willing to Pay for Average S&P 500 Company?
- Value Expectations submits: The Applied Finance Group's Value Expectations interface sets out to understand the imbedded sales growth a company or index needs to earn over the next 5 years to justify an index or company's current price. The chart below gives a look into the Implied Sales Growth...
- External links 2009-08-06
- What Drives Market Prices? Valuation vs. Momentum
- Value Expectations submits: Professional investors attempt to find a cognizant understanding of why stocks move, whether they develop this through years of a professional career, or rely on the findings of trusted quantitative or fundamental analysis to help hone their skills. Either way, having the resources to identify...
- External links 2009-08-20
- October 2009 Market Review
- Value Expectations submits: By Oct 30, according to Dow Jones news, of the 344 companies in the S&P 500 that have posted Q3 results, 80% reported earnings above analysts' expectations, 6% matched and 13% below. In a typical quarter, 61% of companies beat estimates, 18% match and 21% miss....
- External links 2009-11-11
- U.S. Economy: Where We've Been, Lessons Learned and Now What?
- Value Expectations submits: By David Lee Berkowitz Guest Contributor As I write this letter, the third quarter has ended, in what continues to be an incredible year for the stock markets, the economy and the country. Unfortunately, the “regime uncertainty” I wrote about last quarter has not...
- External links 2009-11-15
- John Tamny on the U.S. Dollar and Economy
- Value Expectations submits: On November 18, senior economic advisor to Toreador Research & Trading John Tamny discussed why the declining dollar has been hurting the growth of the US economy. Tamny’s discussion focuses on the importance of the US Dollar worldwide while making note that: by Value...
- External links 2009-12-01
Additional Resources
- Precision Drilling Trust Q3 2007 Earnings Call Transcript
- Question-and-Answer Session Operator Thank you. We will now take questions from the telephone lines. [Operator Instructions]. The first question is from John Tasdemir from TRISTONE Capital. Please go ahead. John Tasdemir - TRISTONE Capital Hi. Good afternoon, guys. Kevin, welcome back to Alberta. Hope they...
- Earnings calls 2007-10-25
- Virtualisation and Automation | BTalk Australia
- (16min 16) BMC Software is one of a number of businesses offering Business Service Management software. The company has been beating the recession in the US, with strong growth in 2008 and an optimistic outlook for 2009. What’s the secret? The answer might be how the company...
- Blog posts 2009-02-12
- Lexmark: Solid Value Play Under $18
- H.J. Huney submits: I’ll admit that I’m a sucker for deep value stocks. When I spot a stock that appears to be selling well below its intrinsic value and seems to offer extremely favorable risk-reward prospects, I get giddy. Is that wrong? I hope not, because it feels so right....
- External links 2009-06-12
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