• 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

• 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

• 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

• 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

• 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

• 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.

• 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

• 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 = -

• 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

• 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

• 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

• 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

• 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

• CPRT - Copart

• 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.

• 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

• 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;

• WU - Western Union
  • https://www.barrons.com/market-data/stocks/wu

• WSM - Williams-Sonoma
  • https://www.barrons.com/market-data/stocks/wsm
• WAL - Western Alliance Bancorp
  • https://www.barrons.com/market-data/stocks/wal

• 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

• ISRG - Intuitive Surgical

• 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

• Bristol Myers Squibb - BMY
• Johnson & Johnson - JNJ
• Keurig Dr Pepper - KDP
• J.M. Smucker - SJM

• UnitedHealth Group (UNH)
• Conagra Brands (CAG)

• 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