November 21, 2014
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!
If the tables, charts, or other content in this email version of the newsletter do not display properly, please download the HTML version from
ValuEngine.com HERE or the PDF version from SCRIBD.com HERE
If you no longer wish to receive this free newsletter,
CLICK HERE to unsubscribe |
Valuation WATCH: Overvalued stocks now make up 61.31% of our stocks assigned a valuation and 22.17% of those equities are calculated to be overvalued by 20% or more. Fourteen sectors are calculated to be overvalued--with six sectors at or near double digits.
ValuEngine Index Overview
|
|
|
|
|
|
DJIA |
17,631.85 |
17,824.00 |
192.15 |
1.09% |
5.88% |
NASDAQ |
4,678.44 |
4,722.52 |
44.08 |
0.94% |
10.76% |
RUSSELL 2000 |
1,171.86 |
1,178.53 |
6.67 |
0.57% |
0.63% |
S&P 500 |
2,038.29 |
2,063.89 |
25.6 |
1.26% |
9.94% |
ValuEngine Market Overview
Summary of VE Stock Universe |
Stocks Undervalued |
38.69% |
Stocks Overvalued |
61.31% |
Stocks Undervalued by 20% |
14.51% |
Stocks Overvalued by 20% |
22.17% |
ValuEngine Sector Overview
ValuEngine Newsletters Latest Results
VE Newsletter |
Current Results |
S&P 500 |
Last Month Total |
S&P 500 |
Since Inception |
S&P 500 |
|
1.29 |
0.36 |
-2.80 |
8.71 |
83.29 |
123.45 |
|
-0.48 |
5.02 |
2.32 |
-2.18 |
22.73 |
25.67 |
|
2.30 |
6.31 |
-5.93 |
-4.19 |
21.99 |
38.95 |
|
4.81 |
5.53 |
-6.26 |
-2.89 |
125.10 |
80.91 |
ValuEngine's Newsletters Beat the Market
With our Investment Newsletters, Subscribers Harness the Power of all of ValuEngine.com's Extensively Tracked and Tested Portfolio Strategies in an Easy to Follow Format.
Let ValuEngine Optimize your Portfolio and Provide Rational Advice for Smarter Investing
Click HERE to Check Out ValuEngine's Investment Newsletters
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
General Motors Company (GM) is engaged in the designing, manufacturing and retailing of vehicles globally including passenger cars, crossover vehicles, and light trucks, sport utility vehicles, vans and other vehicles. Its business is organized into three geographically-based segments- General Motors North America (GMNA), General Motors International Operations (GMIO) and General Motors Europe (GME). General Motors Company is headquartered in Detroit, Michigan, the United States of America.
ValuEngine continues its BUY recommendation on GENERAL MOTORS for 2014-11-20. Based on the information we have gathered and our resulting research, we feel that GENERAL MOTORS has the probability to OUTPERFORM average market performance for the next year. The company exhibits ATTRACTIVE Company Size and Price Sales Ratio.
Below is today's data on GM:
ValuEngine Forecast |
|
Target
Price* |
Expected
Return |
1-Month |
32.44 |
0.95% |
3-Month |
32.98 |
2.63% |
6-Month |
33.15 |
3.17% |
1-Year |
35.80 |
11.43% |
2-Year |
30.50 |
-5.06% |
3-Year |
34.85 |
8.47% |
Valuation & Rankings |
Valuation |
21.56% undervalued |
Valuation Rank(?) |
87 |
1-M Forecast Return |
0.95% |
1-M Forecast Return Rank |
97 |
12-M Return |
-14.75% |
Momentum Rank(?) |
28 |
Sharpe Ratio |
-0.07 |
Sharpe Ratio Rank(?) |
39 |
5-Y Avg Annual Return |
-2.18% |
5-Y Avg Annual Rtn Rank |
40 |
Volatility |
30.36% |
Volatility Rank(?) |
62 |
Expected EPS Growth |
69.43% |
EPS Growth Rank(?) |
79 |
Market Cap (billions) |
51.62 |
Size Rank |
98 |
Trailing P/E Ratio |
12.49 |
Trailing P/E Rank(?) |
87 |
Forward P/E Ratio |
7.37 |
Forward P/E Ratio Rank |
95 |
PEG Ratio |
0.18 |
PEG Ratio Rank |
79 |
Price/Sales |
0.33 |
Price/Sales Rank(?) |
90 |
Market/Book |
1.40 |
Market/Book Rank(?) |
67 |
Beta |
1.70 |
Beta Rank |
20 |
Alpha |
-0.40 |
Alpha Rank |
19 |
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 GM HERE.
Sector Talk--Utilities
Below, we present the latest data on Utilities 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 Utilities Stocks--Short-Term Forecast Returns
Ticker |
Name |
Mkt Price |
Valuation(%) |
Last 12-M Retn(%) |
SBS |
SABESP -ADR |
7.81 |
-24.3 |
-29.58 |
BT |
BT GRP PLC-ADR |
58.99 |
-8.78 |
-2.27 |
BIP |
BROOKFIELD INFR |
41.97 |
-1.46 |
4.53 |
SCG |
SCANA CORP |
56.31 |
1.79 |
20.01 |
TI |
TELECOM ITA-ADR |
11.21 |
N/A |
24.42 |
Top-Five Utilities Stocks--Long-Term Forecast Returns
Ticker |
Name |
Mkt Price |
Valuation(%) |
Last 12-M Retn(%) |
SBS |
SABESP -ADR |
7.81 |
-24.3 |
-29.58 |
BT |
BT GRP PLC-ADR |
58.99 |
-8.78 |
-2.27 |
BIP |
BROOKFIELD INFR |
41.97 |
-1.46 |
4.53 |
SCG |
SCANA CORP |
56.31 |
1.79 |
20.01 |
TI |
TELECOM ITA-ADR |
11.21 |
N/A |
24.42 |
Top-Five Utilities Stocks--Composite Score
Ticker |
Name |
Mkt Price |
Valuation(%) |
Last 12-M Retn(%) |
BT |
BT GRP PLC-ADR |
58.99 |
-8.78 |
-2.27 |
SCG |
SCANA CORP |
56.31 |
1.79 |
20.01 |
SBS |
SABESP -ADR |
7.81 |
-24.3 |
-29.58 |
BIP |
BROOKFIELD INFR |
41.97 |
-1.46 |
4.53 |
T |
AT&T INC |
35.28 |
-3.36 |
-0.34 |
Top-Five Utilities Stocks--Most Overvalued
Ticker |
Name |
Mkt Price |
Valuation(%) |
Last 12-M Retn(%) |
TWTC |
TW TELECOM INC |
42.78 |
67.79 |
52.62 |
SRE |
SEMPRA ENERGY |
110.26 |
40.46 |
23.44 |
CNSL |
CONSOL COMM IL |
26.38 |
33.15 |
39.43 |
TEG |
INTEGRYS ENERGY |
73.13 |
30.15 |
29.89 |
FTR |
FRONTIER COMMUN |
7 |
28.89 |
44.63 |
Find out what Wall Street Investment and Media Professionals already know,
ValuEngine offers sophisticated stock valuation and forecast research as well as a variety of portfolio screening and creation tools.
What's Hot--
-- VE View Finishes Strong Again
We have seen fears of Ebola, ISIS, and other issues fade “magically” with the latest election. We find that the environment for equities remains positive and economic data continues to improve. Clearly, much of the doom and gloom back in mid-October had more to do with political arguments and electoral concerns than raw data.
For October/November, the stock market returned to its winning ways and once more set or flirted with all-time highs. Our long-only ValuEngine View posted a gain of 4.81% vs the S&P500 gain of 5.53%. We trailed the index, but still consider this a great month as our newsletter shook off the recent market hiccup and powered up once again. The trailing 12 month gain of the VE View is 18.51% versus the S&P 500 return of 14.59%. The return since inception of the View is 125.1% versus the S&P's gain of 80.91%.
Here are the latest VE View Newsletter Portfolio Results:
Ticker |
Company Name |
Entry Price 10/22/14 |
Exit Price |
Change |
%Change |
AER |
AERCAP HOLDINGS |
40.38 |
43.38 |
3 |
7.43 |
AFSI |
AMTRUST FINANCIAL SERVICES |
49.95 |
51.3 |
1.35 |
2.7 |
ATK |
ALLIANT TECHSYSTEMS |
130.06 |
113.49 |
-16.19 |
-12.48 |
AUO |
AU OPTRONICS-ADR |
4 |
4.69 |
0.69 |
17.25 |
BT |
BT GROUP PLC-ADR |
59.92 |
59.89 |
-0.03 |
-0.05 |
GMT |
GATX CORP |
58.32 |
63.97 |
5.65 |
9.69 |
GPRE |
GREEN PLAINS |
31.91 |
34.15 |
2.24 |
7.02 |
HII |
HUNTINGTON INGALLS |
96.84 |
109.08 |
12.24 |
12.64 |
LCI |
LANNETT INC |
44.96 |
46.84 |
1.88 |
4.18 |
LYB |
LYONDELLBASEL-A |
95.19 |
89.35 |
-5.84 |
-6.14 |
MU |
MICRON TECHNOLOGY |
31.19 |
32.96 |
1.77 |
5.67 |
ONNN |
ON SEMICONDUCTOR CORP |
7.79 |
8.46 |
0.67 |
8.6 |
PJC |
PIPER JAFFRAY |
48.78 |
56.22 |
7.44 |
15.25 |
SAFM |
SANDERSON FARMS |
80.89 |
89.11 |
8.22 |
10.16 |
WLK |
WESTLAKE CHEMICAL |
76.79 |
69.32 |
-7.47 |
-9.73 |
|
VE VIEW PORTFOLIO |
|
|
|
4.81 |
GSPC |
S&P500 |
1941.28 |
2048.72 |
107.44 |
5.53 |
Want To Know More About Our VE View Newsletter?
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.
If you no longer wish to receive this free newsletter, CLICK HERE to unsubscribe
|