tags | stocks to watch for next month, companies I came across ==== 2024-04-17 ==== * WU - Western Union * Per https://finviz.com/quote.ashx?t=WU&p=d * 7.42% dividend; 7.64 P/E; 7.21 Forward P/E; 55.83% payout ratio * \$12.85 * \$4.40 B market cap ==== 2024-03-21 ==== * WU - Western Union * Per https://finviz.com/quote.ashx?t=WU&p=d * 6.86% dividend; 8.15 P/E; 7.70 Forward P/E; 55.83% payout ratio * \$13.70 * \$4.69 B market cap ==== 2024-02-26 ==== * WU - Western Union * Per https://finviz.com/quote.ashx?t=WU&p=d * 7.44% dividend; 7.61 P/E; 7.19 Forward P/E; 55.83% payout ratio * \$12.80 * \$4.38 B market cap ==== 2024-01-23 ==== * BABA - Alibaba Group Holding Ltd ADR * Came across it in https://www.barrons.com/amp/articles/alibaba-stock-buybacks-d7bf7edb * Per https://finviz.com/quote.ashx?t=BABA&ty=c&ta=1&p=d * price = $73.95 * P/E = 10.24; Forward P/E = 8.01 * EPS (ttm) = 7.22; EPS next Y = 9.23; * EPS this Y = 17.36%, EPS next Y = 3.68%; EPS next 5Y = 11.26%; EPS past 5Y = 1.29% * Profit Margin = 14.45%; Debt/Eq = 0.16; LT Debt/Eq = 0.15 * Dividend % = 0.04%, Payout = 24.30%, beta = 0.47 ==== 2024-01-05 ==== * BURL - Burlington Stores * Per https://finviz.com/quote.ashx?t=BURL&p=d * LT Debt/Eq = 5.15 * Decision: Avoid it. Too much debt. * UHAL - U-Haul Holding Company * Per https://finviz.com/quote.ashx?t=UHAL&ty=c&ta=1&p=d * price = $67.16 * P/E = 17.82; Forward P/E = 17.63 * EPS (ttm) = 3.77; EPS next Y = 3.81; * EPS this Y = -23.82%, EPS next Y = -9.72%; EPS next 5Y = 15.00%; EPS past 5Y = -35.41% * Profit Margin = 12.84%; Debt/Eq = 0.92; LT Debt/Eq = 0.82 * Dividend % = 0%, Payout = 0%, beta = 1.10 * Featured in https://www.barrons.com/amp/articles/uhaul-stock-uhal-30476fc4 * BABA - Alibaba Group Holding Ltd ADR * Came across it in https://www.barrons.com/amp/articles/alibaba-stock-buybacks-d7bf7edb * Per https://finviz.com/quote.ashx?t=BABA&ty=c&ta=1&p=d * price = $73.01 * P/E = 10.11; Forward P/E = 7.60 * EPS (ttm) = 7.22; EPS next Y = 9.61; * EPS this Y = 17.42%, EPS next Y = 6.76%; EPS next 5Y = 11.84%; EPS past 5Y = 1.29% * Profit Margin = 14.45%; Debt/Eq = 0.16; LT Debt/Eq = 0.15 * Dividend % = 1.37%, Payout = 24.30%, beta = 0.48 ==== 2024-01-02 ==== * Yield on 3 month treasury bills = 5.4% * Virtu Financial - VIRT * Per https://finviz.com/quote.ashx?t=VIRT&p=d * price = $20.38 * P/E = 12.54; Forward P/E = 8.68 * EPS (ttm) = 1.62; EPS next Y = 2.34; * EPS this Y = -31.91%, EPS next Y = 14.74%; EPS next 5Y = -2.30%; EPS past 5Y = 141.10% * Profit Margin = 7.68%; Debt/Eq = 4.34; LT Debt/Eq = 1.57 * Dividend % = 4.72%, Payout = 39.28%, beta = 0.36 * Pros: High dividend yield; high payout ratio. * Medium profit margin; high debt to equity. * Per https://www.macrotrends.net/stocks/charts/VIRT/virtu-financial/debt-equity-ratio, the debt to equity ratio does not look very bad. ==== 2023-12-20 ==== * CVS * On 2023-12-20, market went down by 1.86% but CVS was up by 1.43% * Per https://finviz.com/quote.ashx?t=CVS&ty=c&ta=1&p=d * P/E = 11.74; Forward P/E = 9.13 * EPS (ttm) = 6.63; EPS next Y = 8.52; * EPS this Y = -1.21%, EPS next Y = -0.79%; EPS next 5Y = 2.35%; EPS past 5Y = -13.40% * Profit Margin = 2.47%; Debt/Eq = 1.08 * Low profit margins, not much eps growth over next 5 years, high debt * Decision: do not buy ==== 2023-12-04 ==== * HP (HPQ) * Came across it in https://www.barrons.com/visual-stories/stock-pick-bank-ai-pc-hp-chevron-266c6905?mod=article_inline&mod=hp_LEADSUPP_3 - Barron’s Stock Picks of the Month * Per https://finviz.com/quote.ashx?t=HPQ&ty=c&ta=1&p=w * P/E = 8.88; Forward P/E = 7.92 * EPS (ttm) = 3.29; EPS next Y = 3.69; * EPS this Y = 4.96%, EPS next Y = 7.21%; EPS next 5Y = 7.73%; EPS past 5Y = 0.00% * Profit Margin = 6.15%; Debt/Eq = - ==== 2023-12-01 ==== * Fedex (FDX) * When I called true innvoations to order soft shell casters for my computer chair, they said they can only ship it through Fedex. * Per https://finviz.com/quote.ashx?t=FDX&p=w * P/E = 16.12; Forward P/E = 11.87 * EPS (ttm) = 16.40; EPS next Y = 22.27; * EPS this Y = 21.42%, EPS next Y = 22.63%; EPS next 5Y = 22.50%; EPS past 5Y = -1.59% * Profit Margin = 4.71%; Debt/Eq = 1.44 Update on 2023-12-20: * Per https://finviz.com/quote.ashx?t=FDX&p=w * P/E = 14.64; Forward P/E = 11.35 * EPS (ttm) = 16.88; EPS next Y = 21.78; * EPS this Y = 18.76%, EPS next Y = 22.59%; EPS next 5Y = 22.50%; EPS past 5Y = -1.59% * Profit Margin = 4.87%; Debt/Eq = 1.43 ==== 2023-12-01 ==== * ASML * It is a monopoly as per comments in https://news.ycombinator.com/item?id=38486075 * Seems like a high quality company. Per https://finviz.com/quote.ashx?t=ASML&p=w * P/E = 33.61; Forward P/E = 33.15 * EPS (ttm) = 20.60; EPS next Y = 20.89; * EPS this Y = 34.95%, EPS next Y = 0.40%; EPS next 5Y = 21.67%; EPS past 5Y = 22.34% * Profit Margin = 28.44%; Debt/Eq = 0.38 ==== 2023-11-30 ==== * Boston properties (BXP) * came across it in an article written by Andrew Bary - https://www.barrons.com/amp/articles/walgreens-altria-verizon-dividend-yields-best-payouts-1fb8bf77?mod=ampMP * https://www.nasdaq.com/market-activity/stocks/bxp/dividend-history * good dividend yield; 6.88% * quarterly dividends have been rising over time * https://ycharts.com/companies/BXP/dividend_yield * dividend yield is consistently rising over time Update: 2023-12-06 * Avoid this. Too much debt. Debt / Eq = 2.68 * per https://finviz.com/quote.ashx?t=BXP&p=d ==== 2023-11-09 ==== * Copart * earnings are going up and future looks bright * per https://finviz.com/quote.ashx?t=CPRT&p=w * eps this year = 13.58%, eps next year = 12.76%, eps next 5 years = 22.30%, eps past 5 years = 24.28% * Teresa Rivas makes a good case for buying this stock in https://www.barrons.com/amp/articles/buy-copart-stock-price-pick-80df9a46 ==== 2023-10-24 ==== * GE * Pros * Sharpe ratio on a rolling 3 year window = 1.00 * after Q2 2024 GE will be split into two pieces - (GE Aerospace, GE Vernova) * GE’s renewable power and gas power generation will be spun off into GE Vernova * Remaining GE will be called GE Aerospace * Operating profit margins: {aerospace: 20.4%, gas power generation: 6%, renewable power: -7.6%} Ref: * https://www.barrons.com/articles/ge-earnings-stock-price-ea3f077f?siteid=yhoof2 ==== 2023-10-14 ==== * CPRT - Copart ==== 2023-08-28 ==== * URI - United Rentals * Per https://www.portfoliovisualizer.com/backtest-portfolio#analysisResults this has beaten COST, AJG over 2021-Jan through 2023-Jul. But AJG has better sharpe ratio out of the three. ==== 2023-07-27 ==== * COST - Costco * Recommended in https://www.barrons.com/articles/costco-stock-price-buy-8fc9f7c0?mod=hp_columnists by Teresa Rivas * Watch out her future recommendations ==== 2023-07-24 ==== * AJG - Arthur J. Gallagher & Co * Recommended in https://www.barrons.com/articles/buy-arthur-j-gallagher-stock-price-pick-50e3d4c6?mod=hp_StockPicks by Teresa Rivas * Seems to be doing better than Costco. $47 bln market cap * P/E = 40.59; Forward P/E = 21.94; ==== 2023-07-12 ==== * WU - Western Union * https://www.barrons.com/market-data/stocks/wu ==== 2023-06-04 ==== * WSM - Williams-Sonoma * https://www.barrons.com/market-data/stocks/wsm * WAL - Western Alliance Bancorp * https://www.barrons.com/market-data/stocks/wal ==== 2023-05-14 ==== * CVS * from https://www.barrons.com/market-data/stocks/cvs * price = $69, P/E = 22.59, Dividend yield = 3.53%, beta = 0.73 * market cap = $88 B * -26% ytd * from https://finviz.com/quote.ashx?t=CVS&p=d * Forward P/E = 7.67 ==== 2023-05-05 ==== * ISRG - Intuitive Surgical ==== 2023-05-04 ==== * Yield on 3 Month treasuries ~ 5.3% * Virtu Financial - VIRT - https://www.barrons.com/market-data/stocks/virt?mod=article_chiclet * price = $16.78, P/E = 8.47, Dividedn yield = 5.72%, beta = 0.22 * -18% ytd ==== 2023-05-03 ==== * Bristol Myers Squibb - BMY * Johnson & Johnson - JNJ * Keurig Dr Pepper - KDP * J.M. Smucker - SJM * UnitedHealth Group (UNH) * Conagra Brands (CAG) ==== 2023-04-28 ==== * Yield on 3 Month treasuries ~ 5.2% * Chevron - CVX - https://www.barrons.com/market-data/stocks/cvx?mod=article_chiclet * price = $166, P/E = 9.15, Dividend yield = 3.62%, beta = 1.04 * Raised dividend * rose 53% in 2022 * -5% ytd * Exxon - XOM - https://www.barrons.com/market-data/stocks/xom?mod=article_chiclet * price = $118, P/E = 8.93, Dividend yield = 3.07%, beta = 0.91 * the biggest U.S. oil company * rose 80% in 2022 * 8% ytd