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January 9, 2015


The ValuEngine Weekly is an Investor Education newsletter focused on the quantitative approach to investing and the tools available from ValuEngine.com. In today's fast-moving and globalized financial markets, it is easy to get overloaded with information. The winners will adopt an objective, scientific, independent and unemotional approach to investing. If you are not yet a member of ValuEngine's stock analysis service, sign up now for a free trial at www.valuengine.com!

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Valuation Watch: Overvalued stocks now make up 50.04% of our stocks assigned a valuation and 15.32% of those equities are calculated to be overvalued by 20% or more.  Eleven sectors are calculated to be overvalued--with one sector at double digits.

ValuEngine Index Overview

Index
Week Open
Friday PM
Change
% Change
YTD
DJIA
17821.3
17728.8
-92.5
-0.52%
6.95%
NASDAQ
4700.34
4695.54
-4.8
-0.10%
12.43%
RUSSELL 2000
1192.36
1183.71
-8.65
-0.73%
1.73%
S&P 500
2054.44
2043.19
-11.25
-0.55%
10.54%

ValuEngine Market Overview

Summary of VE Stock Universe
Stocks Undervalued
49.96%
Stocks Overvalued
50.04%
Stocks Undervalued by 20%
20.7%
Stocks Overvalued by 20%
15.32%

 

ValuEngine Sector Overview

Sector
Change
MTD
YTD
Valuation
Last 12-MReturn
P/E Ratio
0.94%
-1.25%
-1.25%
11.13% overvalued
-1.54%
20.45
1.31%
0.30%
0.30%
7.86% overvalued
0.73%
26.82
1.52%
1.93%
1.93%
7.32% overvalued
7.98%
29.95
1.27%
-0.30%
-0.30%
5.30% overvalued
2.81%
24.84
1.11%
-1.66%
-1.66%
2.70% overvalued
7.18%
20.98
1.06%
-1.05%
-1.05%
2.35% overvalued
1.10%
20.46
1.48%
-0.40%
0.89%
2.00% overvalued
-2.62%
30.65
1.02%
-1.08%
-1.08%
1.48% overvalued
-3.88%
27.07
0.65%
-0.42%
-0.42%
0.10% overvalued
2.28%
17.69
1.23%
-1.05%
-1.05%
0.96% undervalued
0.83%
24.74
1.58%
-1.16%
-1.16%
5.21% undervalued
2.65%
19.46
1.27%
-0.89%
-0.89%
7.35% undervalued
-4.90%
15.40
1.17%
-1.64%
-1.64%
7.76% undervalued
-8.86%
19.63
1.26%
-1.01%
-1.01%
8.33% undervalued
-2.33%
25.94
0.78%
0.30%
0.28%
12.13% undervalued
-12.60%
22.94
1.54%
-3.75%
-3.75%
26.44% undervalued
-29.76%
19.03

 

ValuEngine Newsletters Latest Results

VE Newsletter
Current Results
Benchmark*
Last Month Total
Benchmark*
Since Inception
Benchmark*
2.93
2.69
-9.59
-1.14
65.71
23.24
-2.85
-3.09
-1.11
1.11
19.44
34.67
-1.60
-2.53
-3.90
1.31
-7.32
6.79
1.42
0.65
-5.22
-1.75
113.35
77.75

*NOTE: Benchmark for Forecast MNS for last month and inception is the MLSAX Long/Short Fund. Benchmark for Small Cap for last month and inception is the Russell 2000 Small Cap Index (RUT). Benchmark for current month Forecast MNS and all other portfolios for all timeframes is the S&P500.

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Free Download for Readers

As a bonus to our Free Weekly Newsletter subscribers,
we are offering a FREE DOWNLOAD of one of our Stock Reports

Apple Inc. is engaged in designing, manufacturing and marketing mobile communication and media devices, personal computers, and portable digital music players. The Company's products and services include iPhone, iPad, Mac, iPod, Apple TV, a portfolio of consumer and professional software applications, the iOS and Mac OS X operating systems, iCloud, and a range of accessory, service and support offerings. It sells its products worldwide through its online stores, its retail stores, its direct sales force, third-party wholesalers, and resellers. Apple Inc. is headquartered in Cupertino, California.

ValuEngine continues its BUY recommendation on APPLE INC for 2015-01-08. Based on the information we have gathered and our resulting research, we feel that APPLE INC has the probability to OUTPERFORM average market performance for the next year. The company exhibits ATTRACTIVE Company Size and Sharpe Ratio.

Below is today's data on Apple:


ValuEngine Forecast
 
Target
Price*
Expected
Return
1-Month
112.34 0.40%
3-Month
113.00 0.99%
6-Month
113.94 1.83%
1-Year
117.30 4.83%
2-Year
139.22 24.43%
3-Year
67.20 -39.94%

Valuation & Rankings
Valuation
13.15% overvalued Valuation Rank(?)
25
1-M Forecast Return
0.40% 1-M Forecast Return Rank
80
12-M Return
44.12% Momentum Rank(?)
92
Sharpe Ratio
1.04 Sharpe Ratio Rank(?)
96
5-Y Avg Annual Return
25.98% 5-Y Avg Annual Rtn Rank
93
Volatility
25.02% Volatility Rank(?)
72
Expected EPS Growth
17.92% EPS Growth Rank(?)
51
Market Cap (billions)
656.22 Size Rank
100
Trailing P/E Ratio
16.17 Trailing P/E Rank(?)
72
Forward P/E Ratio
13.71 Forward P/E Ratio Rank
63
PEG Ratio
0.90 PEG Ratio Rank
46
Price/Sales
3.59 Price/Sales Rank(?)
27
Market/Book
6.38 Market/Book Rank(?)
20
Beta
0.89 Beta Rank
58
Alpha
0.22 Alpha Rank
88

As a bonus to our Newsletter readers,
we are offering a FREE DOWNLOAD of one of our Stock Reports

Read our Complete Detailed Valuation Report on Apple HERE.


Sector Talk--Oils/Energy

  Below, we present the latest data on Oils/Energy stocks from our Institutional software package (VEI).    Top five lists are provided for each category.  We applied some basic liquidity criteria--share price greater than $3 and average daily volume in excess of 100k shares. 

Please Click Here to Download a FREE Demo of ValuEngine's Professional VEI Software Package.

Top-Five Oils/Energy Stocks--Short-Term Forecast Returns

Ticker
Name
Mkt Price
Valuation(%)
Last 12-M Retn(%)
PEIX
PAC ETHANOL INC
9
N/A
63.64
PTR
PETROCHINA ADR
114.23
-20.34
9.85
ARLP
ALLIANCE RES
41.75
-12.41
8.99
EMES
EMERGE ENRG SVC
51.27
N/A
15.73
SNP
CHINA PETRO&CHM
81.52
-7.91
6.94

Top-Five Oils/Energy Stocks--Long-Term Forecast Returns

Ticker
Name
Mkt Price
Valuation(%)
Last 12-M Retn(%)
PEIX
PAC ETHANOL INC
9
N/A
63.64
PTR
PETROCHINA ADR
114.23
-20.34
9.85
ARLP
ALLIANCE RES
41.75
-12.41
8.99
EMES
EMERGE ENRG SVC
51.27
N/A
15.73
SNP
CHINA PETRO&CHM
81.52
-7.91
6.94

Top-Five Oils/Energy Stocks--Composite Score

Ticker
Name
Mkt Price
Valuation(%)
Last 12-M Retn(%)
PTR
PETROCHINA ADR
114.23
-20.34
9.85
SNP
CHINA PETRO&CHM
81.52
-7.91
6.94
ARLP
ALLIANCE RES
41.75
-12.41
8.99
CNQ
CDN NTRL RSRCS
27.94
-31.51
-14.45
RDS.A
ROYAL DTCH SH-A
65.04
-13.12
-7.63

Top-Five Oils/Energy Stocks--Most Overvalued

Ticker
Name
Mkt Price
Valuation(%)
Last 12-M Retn(%)
WLL
WHITING PETROLM
30.95
190.61
-47.62
MUR
MURPHY OIL
48.57
61.99
-22.77
POWR
POWERSECURE INT
10.97
50.4
-41.93
CVI
CVR ENERGY INC
39.55
47.45
-4.93
FF
FUTUREFUEL CORP
12.34
40.82
-22.63

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Want To Know More About Our ValuEngine View Newsletter?

Looking for a monthly portfolio of stock picks which are objective and based on cutting-edge academic theory and Wall St.practice? Then subscribe to The ValuEngine View Newsletter.The ValuEngine View Portfolio is based on our highly-refined and tested ValuEngine Portfolio Strategies along with our proprietary quant-based composite scoring system. The ValuEngine View Newsletter is the product of sophisticated stock valuation and forecast models first developed by Yale Professor of Finance Zhiwu Chen.

The ValuEngine View Newsletter is the product of a sophisticated stock valuation model that was first developed by ValuEngine's academic research team. It utilizes a three factor approach: fundamental variables such as a company's trailing 12-month Earnings-Per-Share (EPS), the analyst consensus estimate of the company's future 12-month EPS, and the 30-year Treasury yield are all used to create a more accurate reflection of a company's fair value. A total of eleven additional firm specific variables are also used. In addition, the portoflio uses top picks from our Forecast Model. In essence, the portfolio is constructed with the best picks from our main propiretary models

Each month you will receive an electronic copy of our newsletter highlighting 15 potential long positions along with five alternate picks. Our investment strategies focus on dozens of fundamental and technical factors for over 8000 individual stocks, synthesize the data, and then come up with a portfolio. Each newsletter portfolio focuses on maximum potential returns so there are no diversity requirements. Each portfolio pick includes critical ValuEngine valuation and forecast data. These 20 total picks represent the most up-to-date equity assessments of our proprietary models.

Please click HERE to subscribe. You may download a sample copy HERE. After your subscription is approved, you will immediately receive access to download the current issue of newsletter as well as the previous issues, which are all available as PDF files. Each month when the latest issue of the newsletter is released, we will send you an email, informing you to download it from the site. The newsletter is released near the middle of each month.

 

  VE View vs. S&P 500 Index Past Five Years
VE View
S&P 500
Ann Return
24.78% 14.56%
Ann Volatility
22.28% 12.35%
Sharpe Ratio
1.11 1.18
Sortino Ratio
1.88 1.53
Max Drawdown
-34.94% -11.14%

  The ValuEngine View Newsletter is derived from the ValuEngine Aggressive and Diversified Growth BenchmarkPortfolio Strategies. These strategies are the product of ValuEngine's academic research team and combine cutting-edge financial analysis and portfolio construction techniques with real-world Wall St. know how. 

CLICK HERE to Subscribe to the ValuEngine View

The ValuEngine View Newsletter portfolio has 15 primary stock picks and five alternates and is re-balanced once each month. The ValuEngine View Newsletter is published near the middle of each calendar month. An equal amount of capital is allocated to each stock. The monthly returns are calculated from the closing prices on date of publication. The performance calculation does not include any transaction costs.

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