Sentences with phrase «cheap valuation»

More generally, my only real defense on asset managers is to look for great story, great stock and great valuation — as per my article — a cheap valuation is not enough to save you if things start going badly.»

the Macro Funds, and ignoring $ 9 billion of «dry powder») for 1.0 % of AUM, ex-net cash & investments — even when you factor in $ 33 billion of Logan Circle fixed income AUM (which investors may be under - estimating as a potential natural hedge in the current environment), that's an incredibly cheap valuation for an alternative asset manager.

These stocks are trading at a cheap valuation because the company has either lost its fire or else its fire is fading away.

The reason for their cheap valuation may be either temporary factors or because the market has not yet realized their true potential.

Thus, the business risks you assume are big ones, although most investors think a cheap valuation makes up for it.

I think I singled out Argo Group above more to highlight their large dividend, the high dividend coverage, and the ridiculously cheap valuation..!

Alternatively, it would be interesting to revisit this finding when U.S. equities return to a cheap valuation in the future.

For a company which operates near break - even & has a relatively low - risk / un - levered / hedged balance sheet, that's a dirt - cheap valuation.

Two other markets in the region that better mirror Russia's cheap valuation and heavy concentration in natural resource stocks are Kazakhstan & Mongolia:

Note how the big momentum jumps happen in the cheap valuation quintile.

It would be nice to acquire a great company at a very cheap valuation, but that's not likely.

KeyBanc On Comcast: Uncertainty, Cheap Valuation Makes This A Buying Opportunity May 17 - Benzinga.com

None - the-less, the conclusion that Sabra has been selling at a cheap valuation still holds.

«This brings me to my conclusion: stock splits are a momentum effect, but it is larger when companies are still have a cheap valuation.»

In addition to potentially sizable appreciation from present levels fueled by both impending catalysts and growing cash flows, at current prices, RDI has an enormous «margin of safety» both from the value of Reading's huge landholdings in Australia, New Zealand and the United States, as well as an imputed compelling cheap valuation of its cinema segment, by taking out any conservative value for real estate.

An obscure illiquid stock on a weird exchange sounds like the rights ingredients for a cheap valuation, and on the surface that seems to be the case for TABS Holland as well.

By focusing on finding attractive businesses trading at cheap valuation levels, the VIIR (Value Investing India Report) portfolio massively outperformed the Nifty.

Cheap valuation, particularly low price - to - book (though I like cheap price - to - everything... book, earnings, sales, dividends, EBITDA)

I was mesmerized by the seemingly cheap valuation and actuarial studies that indicated that mortality experience was a little better than expected.

In addition, it has great fundamental and cheap valuation.

That involves a good balance sheet, cheap valuation, and growth potential.

Investors needing exposure to the sector should take advantage of this comparatively cheap valuation.

Certain franchises in the telecom sector where we find a combination of cheap valuation and strong free cash flow also appear attractive to us.

We see many of the same characteristics in Aetna that we saw in Cigna: consistent profit growth, a healthy return on invested capital (ROIC), and a cheap valuation.

And like all my Very Attractive - rated stocks, it has a cheap valuation.

It would be nice to acquire a great company at a very cheap valuation, but that's not likely.

With the strong fundamentals, a cheap valuation, and growth opportunities from the Affordable Care Act and an aging population, we made CI one of our two stocks to own in 2015.

Hence why they trade at a cheap valuation.

Despite the strong fundamentals and cheap valuation, SPB underperformed, falling 23 % while the S&P rose 16 % during the subsequent 288 - day holding period.

At such a cheap valuation, VIAB can use its $ 3 billion in annual free cash flow to buyback stock, retiring shares at a undervalued price, thereby increasing the overall value for remaining shareholders.

Strong profit growth and a cheap valuation earn Oclaro (OCLR: $ 7 / share) a spot in January's Most Attractive Stocks List and make it this week's Long Idea.

OCLR's cheap valuation helps minimize the risk for investors while creating significant potential upside with modest growth expectations.

With its cheap valuation and strong fundamentals, Skechers could be set for another short squeeze this year to create significant gains for shareholders.

The stock has dropped over 50 % in the past eight months, and even if the firm's growth slows dramatically and margins shrink, the stock's cheap valuation makes it a safe stock with high potential upside.

What's more, its cheap valuation and recent changes to executive compensation position the stock to outperform in the long term.

With a track record of profit growth, and a cheap valuation, this week's Long Idea is also new to December's Most Attractive Stocks Model Portfolio.

With a track record of high profitability, significant growth opportunities, and a cheap valuation, this stock could offer significant upside for investors.

Add in a cheap valuation, and it's clear why this firm is this week's Long Idea.

Add in a cheap valuation, and this stock not only finds itself on October's Exec Comp Aligned with ROIC Model Portfolio but John B. Sanfilippo & Son (JBSS: $ 59 / share) is also this week's Long Idea.

And a cheap valuation compared to rival Treasury makes it a buyout worth toasting.

Both trade at cheaper valuations than Amazon.

Credit Suisse recommends investing in global small and mid capitalisation European companies, saying that cheap valuations support a bullish outlook despite the headwind of regional outlook concerns.

While it may no longer be the only innovative company out there, with cheap valuations and a still dedicated consumer base, there's a good chance this stock will rebound.

Putting the recent market indigestion into context, the positively sloped yield curve offers some comfort by suggesting the selloff may be short - lived and could be an opportunity to take advantage of cheaper valuations.

Broadly, we still prefer equities over credit due to strong earnings growth, modestly cheaper valuations following last month's swoon and market's pricing in expectations of Fed rate increases.

Cheap valuations make the case even stronger.

We view the present environment as an opportunity to add quality equity holdings at this level or at cheaper valuations.

Also, European equities appear to trade at relatively cheaper valuations than U.S. equities and offer a higher dividend yield.

I ended up investing $ 510,000 in RealtyShares, a real estate crowdfunding platform to take advantage of cheaper valuations and higher rents in non-coastal cities like in the Midwest.

Aflac also announced a 5.4 % increase in their quarterly dividend to $ 0.39 a share and increased the size of their buyback plan from $ 1 billion to $ 1.2 billion which I like since it shows management is being smart when it comes to buying back stock on cheap valuations.