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- 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
- CBS: Our Insights Before Earnings
- Value Expectations submits: CBS Corporation CBS, one of the big 3 American broadcast networks, is set to report earnings later this week, and with that in mind, we decided to take a closer look. Over the past year, CBS has traded as high as $18.05 and as...
- External links 2009-08-03
- 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
- Sprint - Our Insights Before Earnings
- Value Expectations submits: In the U.S. Sprint Nextel S is the third largest wireless telecommunications network with 49-million customers. It operates the largest wireless broadband network and is the third-largest long-distance provider. Also, aside from Verizon Wireless VZ, Sprint Nextel is the only telecommunications company in the U.S. to...
- External links 2009-07-28
- GE - Bad Management Strategy or Bad Luck?
- Value Expectations submits: It is very important to understand a company’s management strategy and management’s ability to create wealth for its shareholders. By using The Applied Finance Group’s (AFG’s) Management Quality score you have the ability to grade management’s ability to make wealth creating decisions and eliminate wealth destroying...
- External links 2009-07-20
- Survive the Recession: Colgate-Palmolive
- Value Expectations submits: The recession has hit a lot of businesses pretty hard over the past year, but through AFG’s Economic Margin Framework, we are starting to see that Colgate CL looks able to overcome most market conditions and is extremely recession resistant. With most people cutting down on...
- External links 2009-07-16
- Our Google Insights Before Earnings
- Value Expectations submits: Last week, Google GOOG announced that they will be releasing a new operating system set to debut in the second half of 2010. The Google Chrome OS will be a web-based operating system that would allow users to store and access their files online from any...
- External links 2009-07-14
- American States Water: Climbing the Ladder Toward 0% Economic Margin
- Value Expectations submits: Earlier in the week we highlighted a company from our list of 10 Stocks to buy on Monday (10 STBOM - Large Cap) from AFG’s annual client conference. The 2 groups of 10 STBOM (10 Large and 10 Small) are some of the more anticipated pieces...
- External links 2009-07-10
- Japan's Most Undervalued Stocks
- Value Expectations submits: Since 1996, The Applied Finance Group has excelled at identifying mispriced securities and helping our clients take advantage of such mispricings within the US markets. Over the last few years, AFG has been working on expanding our framework internationally to help our clients identify solid...
- External links 2009-06-30
- 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
- Bally Technologies: Our Insights Before Earnings
- Value Expectations submits: Bally Technologies BYI, a Las Vegas based manufacturer of slot and pinball machines, is set to report earnings this week, and with that in mind, we decided to take a closer look. Over the past year, BYI has traded as low as $13.33 and...
- External links 2009-08-09
- 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
- Why Apple Is Worth $80
- Value Expectations submits: By Kai Petainen Jim Cramer thinks AAPL AAPL is worth $300 and I think AAPL is worth less than $100. To borrow Jim Cramer's line, 'Where do I get this stuff?' I'll point it back at him and ask, 'Where does he get that...
- External links 2009-10-25
- AFG 50 Model Portfolio: Murphy Oil
- Value Expectations submits: The AFG 50 is an actively managed model portfolio of 50 stocks created by The Applied Finance Group, designed to outperform its benchmark, the S&P 500.Launched on June 10, 2004 at AFG's inaugural client conference, the AFG 50 was created with the goal in mind of...
- External links 2009-09-30
- What Dell Paid for Perot - Understanding Embedded Expectations in Security Prices
- Value Expectations submits: Much like earnings results, when a company delivers 20% revenue growth, how does one determine whether that is good or bad? It really depends on what expectations are priced into the stock that allows an investor to determine whether or not the company has delivered. But...
- External links 2009-09-23
- Why Dell Should Reboot Perot Acquisition
- Value Expectations submits: Dell (NASDAQ:DELL) announced that it would acquire Perot Systems (NYSE:PER) for $30 a share, a 68% premium over where PER closed on Friday. What input did Dell’s Board of Directors offer on this deal? While the equity dollar amount of the deal is only “$32.5 Billion”,...
- External links 2009-09-21
- Cadbury Bid: Kraft Should Either Lower Bid or Walk Away
- Value Expectations submits: KFT & CBY - Good Thing Kraft Mac N Cheese Does Not Taste This Bad. Kraft Foods Inc KFT, the world’s second largest food company and the largest in North America, unveiled a surprising bid for Cadbury Plc CBY over the Labor Day weekend....
- External links 2009-09-10
- Valeant's Six New Value Aligned Pay Practices
- Value Expectations submits: By David Lee Berkowitz Valeant CEO's Pay Package Draws Praise as a Model - WSJ.com. In the above article in Wednesday's WSJ, G Mason Morfit, chairman of Valeant's VRX board compensation committee and a partner at ValueAct, an activist hedge...
- External links 2009-09-03
- Why We Still Like ITT Corp.
- Value Expectations submits: ITT reported an 11% decline in Q2 09 adjusted earnings from continuing operations of $196 million, or $1.06 per share, and 9% lower sales of $2.78 billion. The results exceeded analysts’ estimates of $0.80 EPS and $2.7 billion in sales. The earnings outperformance was mostly due...
- External links 2009-08-20
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