December 2, 2016
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 |
VALUATION WATCH: Overvalued
stocks now make up 61.63% of our stocks assigned a valuation and 29.42% of
those equities are calculated to be overvalued by 20% or more.
Fifteen sectors are calculated to be overvalued.
ValuEngine Index Overview
|
|
|
|
|
|
DJIA |
19122.14 |
19184.84 |
62.7 |
0.33% |
10.10% |
NASDAQ |
5387.92 |
5258.32 |
-129.6 |
-2.41% |
5.01% |
RUSSELL 2000 |
1346.88 |
1314.1 |
-32.78 |
-2.43% |
15.69% |
S&P 500 |
2210.21 |
2193.53 |
-16.68 |
-0.75% |
7.32% |
ValuEngine Market Overview
Summary of VE Stock Universe |
Stocks Undervalued |
38.37% |
Stocks Overvalued |
61.63% |
Stocks Undervalued by 20% |
17.14% |
Stocks Overvalued by 20% |
29.42% |
ValuEngine Sector Overview
Sector Talk--Transportation
Below, we present the latest data on Transportation stocks from our Professional Stock Analysis Service. 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.
Top-Five Transportation Stocks--Short-Term Forecast Returns
Ticker |
Name |
Mkt Price |
Valuation (%) |
Last 12-M Return (%) |
| HA |
HAWAIIAN HLDGS |
50.4 |
-0.23% |
37.22% |
| AVH |
AVIANCA HOLDNGS |
6.97 |
N/A |
56.63% |
| DLNG |
DYNAGAS LNG PTR |
15.07 |
2.69% |
21.63% |
| ANW |
AEGEAN MARINE |
11.6 |
2.86% |
22.75% |
| GLOP |
GASLOG PARTNERS |
20.65 |
N/A |
15.82% |
Top-Five Transportation Stocks--Long-Term Forecast Returns
Ticker |
Name |
Mkt Price |
Valuation (%) |
Last 12-M Return (%) |
| HA |
HAWAIIAN HLDGS |
50.4 |
-0.23% |
37.22% |
| AVH |
AVIANCA HOLDNGS |
6.97 |
N/A |
56.63% |
| DLNG |
DYNAGAS LNG PTR |
15.07 |
2.69% |
21.63% |
| ANW |
AEGEAN MARINE |
11.6 |
2.86% |
22.75% |
| GLOP |
GASLOG PARTNERS |
20.65 |
N/A |
15.82% |
Top-Five Transportation Stocks--Composite Score
Ticker |
Name |
Mkt Price |
Valuation (%) |
Last 12-M Return (%) |
| HA |
HAWAIIAN HLDGS |
50.4 |
-0.23% |
37.22% |
| RYAAY |
RYANAIR HLDGS |
80.26 |
-18.99% |
4.19% |
| AL |
AIR LEASE CORP |
35.87 |
-0.80% |
5.50% |
| SAVE |
SPIRIT AIRLINES |
55.21 |
16.67% |
43.78% |
| CPA |
COPA HLDGS SA-A |
88.09 |
6.34% |
67.82% |
Top-Five Transportation Stocks--Most Overvalued
Ticker |
Name |
Mkt Price |
Valuation (%) |
Last 12-M Return (%) |
| BRS |
BRISTOW GROUP |
16.01 |
300.00% |
-48.47% |
| LPG |
DORIAN LPG LTD |
7.21 |
201.56% |
-44.50% |
| TGH |
TEXTAINER GROUP |
9.9 |
166.87% |
-35.34% |
| ASC |
ARDMORE SHIPPIN |
6.65 |
102.14% |
-46.84% |
| NVGS |
NAVIGATOR HLDGS |
9.2 |
95.15% |
-31.80% |
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
United Technologies Corporation (UTX) provides a broad range of high technology products and services to the building systems and aerospace industries. Those products include Pratt & Whitney aircraft engines, space propulsion systems and industrial gas turbines; Carrier heating, air conditioning and refrigeration; Otis elevator, escalator and people movers; Hamilton Sundstrand aerospace and industrial products; Sikorsky helicopters and International Fuel Cells power systems.
VALUENGINE RECOMMENDATION:
ValuEngine continues its HOLD recommendation on United Technologies Corporation for 2016-12-01. Based on the information we have gathered and our resulting research, we feel that United Technologies Corporation has the probability to ROUGHLY MATCH average market performance for the next year. The company exhibits ATTRACTIVE Company Size but UNATTRACTIVE Earnings Growth Rate.
You can download a free copy of detailed report on United Technologies Corporation (UTX) from the link below.
Read our Complete Detailed Valuation Report on United Technologies (UTX) HERE.
ValuEngine Forecast |
| |
Target
Price* |
Expected
Return |
1-Month |
107.96 |
0.45% |
3-Month |
109.75 |
2.11% |
6-Month |
111.59 |
3.83% |
1-Year |
113.26 |
5.37% |
2-Year |
123.60 |
15.00% |
3-Year |
128.27 |
19.34% |
Valuation & Rankings |
Valuation |
17.96% overvalued |
Valuation Rank(?) |
 32 |
1-M Forecast Return |
0.45% |
1-M Forecast Return Rank |
82 |
12-M Return |
11.15% |
Momentum Rank(?) |
64 |
Sharpe Ratio |
0.40 |
Sharpe Ratio Rank(?) |
74 |
5-Y Avg Annual Return |
6.82% |
5-Y Avg Annual Rtn Rank |
67 |
Volatility |
17.26% |
Volatility Rank(?) |
77 |
Expected EPS Growth |
-0.66% |
EPS Growth Rank(?) |
20 |
Market Cap (billions) |
97.99 |
Size Rank |
100 |
Trailing P/E Ratio |
16.25 |
Trailing P/E Rank(?) |
74 |
Forward P/E Ratio |
16.36 |
Forward P/E Ratio Rank |
51 |
PEG Ratio |
n/a |
PEG Ratio Rank |
n/a |
Price/Sales |
1.81 |
Price/Sales Rank(?) |
50 |
Market/Book |
3.19 |
Market/Book Rank(?) |
37 |
Beta |
1.11 |
Beta Rank |
35 |
Alpha |
0.05 |
Alpha Rank |
64 |
ValuEngineCapital Money Management Services
We are pleased to announce
that ValuEngine Capital has begun trading for our clients. ValuEngine
Capital, a registered investment advisory firm, offers our clients
investment-management services based on industry-leading ValuEngine
research. ValuEngine Capital melds the cutting-edge financial theory of
ValuEngine's award-winning quantitative independent research with the
best real-world Wall St. practices. ValuEngine Capital offers refined
investment portfolios for investors of all risk-reward profiles.
ValuEngine Capital is offering several investment strategies to clients, including the the
ValuEngine View Strategy and the ValuEngine Diversified Strategy
Professional Portfolio Management Services
ValuEngine View Strategy: The
ValuEngine View Strategy 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. The ValuEngine View portfolio is
constructed by integrating both our Aggressive Growth—based on the
Valuation Model--and Diversified Growth—based on the Forecast
Model-- Portfolio Strategies.
- The ValuEngine View Strategy is
constructed by integrating this model along with some basic rules for
market capitalization and industry diversification. The portfolio has 15
stocks and is rebalanced once each month.
Strategies To Suit All Investor Types
The
ValuEngine Diversified Strategy: The ValuEngine Diversified Strategy
invests in a variety of asset classes in order to provide
investors with stable returns and a high- dividend yield
coupled with significantly lower risk than single-asset
products.
- The ValuEngine Diversified
Strategy may include ETFs focused on commodities, stock
indices, REITS, bonds, emerging markets, and other suitable
products.
- By reaping the benefits of
diversification, the ValuEngine Diversified Strategy seeks to
remain resilient during times of market volatility.
- The ValuEngine Diversified
Strategy is designed for investors seeking management for
their IRA and other retirement funds as well as those whose
risk-profile is not suitable for our other strategies.
For more information, please contact us by email at info@ValuEngineCapital.com
or by phone at (407) 308-5686.
Or, sign up online with our easy-to-use portal HERE:
ValuEngine.com is an independent research provider, producing buy/hold/sell recommendations, target price, and valuations on over 7,000 US and Canadian equities every trading day.
Visit www.ValuEngine.com for more information
If you no longer wish to receive this free newsletter, CLICK HERE to unsubscribe
|
