stocks_to_research_for_next_month
Table of Contents
tags | stocks to watch for next month, companies I came across
2024-07-08
- CROX - Crocs Inc
- They make slippers
- Price = \$143.76
- Market Cap = \$8.73 B; Sales = \$4.02 B; P/S = 2.17
- P/E = 11.13; Forward P/E = 10.38
- EPS (ttm) = 12.92; EPS next Y = 13.85
- EPS this Y = 5.58%, EPS next Y = 9.03%, EPS next 5Y = 7.75%
- LT Debt / EQ = 1.25
- Dividend TTM = 0.00, Payout = 0.00%
2024-06-18
- CROX - Crocs Inc
- They make slippers
- Price = \$159.42
- Market Cap = \$9.68 B; Sales = \$4.02 B; P/S = 2.41
- P/E = 12.34; Forward P/E = 11.51
- EPS (ttm) = 12.92; EPS next Y = 13.85
- EPS this Y = 5.58%, EPS next Y = 9.03%, EPS next 5Y = 7.70%
- LT Debt / EQ = 1.25
- Dividend TTM = 0.00, Payout = 0.00%
2024-05-28
- MCK - Mckesson Corporation
- It is a distributor
- Came across it in one of the FDG weekly meetings
- Market Cap = \$71.27 B; Sales = \$308.95 B; P/S = 0.23
- P/E = 24.51; Forward P/E = 15.33
- EPS (ttm) = 22.37; EPS next Y = 35.77
- EPS this Y = 15.30%, EPS next Y = 13.06%, EPS next 5Y = 11.76%
- LT Debt / EQ = 0.0
- Dividend TTM = 2.40, Payout = 10.72%
2024-05-01
- L - Loews Corp
- It is a conglomerate.
- Looks somewhat similar to Berkshire.
- Seems to maintain a very low profile.
- I came across it in https://www.barrons.com/amp/articles/joe-rosenberg-dies-loews-strategist-9d033987 where the author, Andrew Bary was talking about Joe Rosenberg, who was a CIO at Loews.
- Market Cap = \$16.90 B; Sales = \$15.86 B; P/E = 12.10; EPS (ttm) = 6.29
- LT Debt / EQ = 0.53
2024-04-17
- WU - Western Union
- 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
- 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
- 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
- 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
- LT Debt/Eq = 5.15
- Decision: Avoid it. Too much debt.
- UHAL - U-Haul Holding Company
- 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
- BABA - Alibaba Group Holding Ltd ADR
- Came across it in https://www.barrons.com/amp/articles/alibaba-stock-buybacks-d7bf7edb
- 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
- 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%
- 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
- 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.
- 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:
- 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
- good dividend yield; 6.88%
- quarterly dividends have been rising over time
- dividend yield is consistently rising over time
Update: 2023-12-06
- Avoid this. Too much debt. Debt / Eq = 2.68
2023-11-09
- Copart
- earnings are going up and future looks bright
- 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:
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
2023-06-04
- WSM - Williams-Sonoma
- WAL - Western Alliance Bancorp
2023-05-14
- CVS
- price = $69, P/E = 22.59, Dividend yield = 3.53%, beta = 0.73
- market cap = $88 B
- -26% ytd
- 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%
- price = $166, P/E = 9.15, Dividend yield = 3.62%, beta = 1.04
- Raised dividend
- rose 53% in 2022
- -5% ytd
- 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
stocks_to_research_for_next_month.txt · Last modified: 2024/07/08 15:25 by raju