All feedback and comments very welcome
Value Stocks Good article in Seeking Alpha this week on New York & Co (NWY - New York & Company Is Worth $4 Per Share). The stock is trading on a EV/EBITDA ratio of 5. Not bad for a company that just reported 3% comp growth and guided for 23% EBITDA growth in H1 2018.
In Fool.com on Tuesday there was a write up about the three top retail stocks. The first company covered was The Michaels Companies (MIK). As an arts & craft retailer it faces less competition than most from Amazon and is growing rapidly with Q4 samestore sales increasing 2.5%, net sales 8% and adjusted EPS up 16%. The 5 year consensus is for EPS growth of 11% but thats done little for the stock which trades on a trailing twelve month PE of just 9.1
Insider Buying On Thursday Nasdaq.com reported Whitehorse Financial (WHF) Chairman John Bolduc bought $90k of stock April 2nd in his fifth purchase in two years. It’s a vote of confidence in Whitehorse which makes private loans to companies and has seen earnings rise 50% in three years yet trades on a PE of 7.1 and yields 11%.(Beware this is a microcap with high risk)
Special Situations On Wednesday Marcello Pinto wrote in Seeking Alpha that Monsanto (MON) looks cheap whether the planned Bayer acquisition goes ahead or not. Completion of the acquisition yields a 9% return while downside appears minimal given stock is trading on 22 times trailing earnings compared to a historic average of 25. Restoring the multiple of 25 times 2018 estimates would increase the stock price by about 20%
Dividend Umpqua Bank (UMPQ) believes it is the best bank in the world. Apparently they say so when they answer the phone. There's no doubt its a well run bank with excellent credit quality and an outstanding service level that yields a significant competitive advantage. But best of all it has a 4% dividend. Seeking Alpha article by Herding Value on Tuesday
Growth Stock Cypress Semiconductor (CY) looks like growth at a reasonable price as market leader in IoT, SRAM memory chips, USB-C controllers, and other USB solutions. Analysts expect 37% earnings growth this year while the trailing PE is a reasonable 20. Fool article on Monday “3 Top Value Stocks to Buy in April”.
For the record, I have no known connection to any of these articles, the author or website. I don’t own the stock. I am not being paid to write this. I am not a bot. I just found the articles interesting.
This post is not a recommendation to buy or sell any security or derivative. Stocks are not suitable for all investors. Please do your own research.
Submitted April 08, 2018 at 09:22AM by InterestingNews1 https://ift.tt/2GL0SXC
