Not exact matches
In a note, analyst Michael Senno wrote that «as an owner of sports cable networks and teams, we believe that MSG is well positioned to capitalize
on the increasing value of premium sports content, which should result in AOCF and
free cash flow growth above its peers and, combined with incremental leverage, lead to solid shareholder returns.»
«For the remainder of 2014 we will focus
on our multi-layered
growth strategy, which incorporates same - store sales
growth, leverage from higher sales, deployment of
free cash flow, increasing royalty revenues and new drive - in development to build shareholder value,» Sonic CEO Cliff Hudson said in a statement.
He has an outperform rating
on the stock because of «its attractive earnings and
free cash flow growth profile, driven by existing operations and contributions from recent acquisitions.»
Similarly, looking at it from an enterprise value basis, assuming a
free cash flow margin of 25 % for FY18 (consensus estimates are at 24 %)
on sales
growth of 12 % (in - line with consensus) along with a EV / FCF multiple of 11x (in - line with the peak multiple leading up to the iPhone 6 cycle), we come up with a stock value in the mid $ 160s as well.
The materials and energy sectors also scored notably well
on earnings
growth, while energy's
free -
cash -
flow yield and return
on equity remain challenged.
It's a claim
on free cash flows that can actually be delivered to shareholders after all other claims have been discharged, such as debt service and investment to replace depreciation and provide for
growth.
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Unlike most of our typical investment reports which focus
on free cash flow utilization, net asset value investing, mean reversion of margins or special situations, this report will look at the investment merits of a company that generates little
free cash flow at the moment and is somewhat of a
growth investment if company management is successful in achieving its objectives.
They focus
on identifying good companies characterized by accelerating revenue and earnings
growth, high recurring revenues, strong balance sheets and
free cash flow generation.
We believe that
free cash flow growth, especially
on a per - share basis, is most important to maximizing shareholder value in the long term.
That said, T - Mobile should continue
on its path to producing
free cash flow and EBITDA
growth that far exceeds the rest of the industry even as the competition eats into its
growth in subscribers.
Since the industry consolidated and management incentives changed to being based
on returns
on capital rather than
growth, capacity (supply)
growth has tracked GDP (demand)
growth closely,
free cash flow generation has been significant and consistent, and the companies have consistently paid down debt, bought back stock and paid dividends.
They focus
on identifying good companies characterized by accelerating revenue and earnings
growth, high recurring revenues, strong balance sheets and
free cash flow generation.
Some of these factors include above average earnings per - share
growth rates, above average return
on equity, excess
free cash flow, low debt - to - equity ratios, and shareholder friendly management.
Some of these factors include above - average earnings per - share
growth rates, above - average return
on equity, excess -
free cash flow, low debt - to - equity ratios, and shareholder - friendly management.
The fund utilizes fundamental, bottom - up research, screening securities
on normalized
free cash flow per share, market opportunity, sales
growth, margin outlook and capital deployment to value ideas.
GE's continued dividend
growth is now based solely
on its industrial divisions growing, improving operating margins, and increasing
free cash flow.
The team ranks the stocks in this universe based
on a series of
growth factors, such as the change in consensus earnings estimates over time, the company's history of meeting earnings targets, earnings quality and improvements
on return
on equity, as well as a series of value criteria, such as price - to - earnings ratio and
free cash flow relative to enterprise value.
The key criteria for a stock to figure in bellwether indices are its
free float, market capitalisation and impact costs, not the company's return
on equity,
cash flows or earnings
growth.
However, MSFT's prodigious
free cash flow generation puts them in a fortunate position where they can shift and adapt as they see fit, which gives them additional flexibility and potential
growth opportunities
on top of organic
growth and any developments their internal research & development can provide (they spent $ 11.4 billion
on R&D last fiscal year).
CM: We must focus
on the risk - adjusted
growth of
free cash flow.
We exploit this weakness by focusing
on quality: businesses that generate high and consistent ROIC / ROE, are run by skilled capital allocators, and produce enough
free cash flow to self - fund
growth without excessive leverage or dilution.
If the return
on equity is higher than the
growth rate, the company is probably generating
free cash flow.
The begrudgers will have you believe Zamano's a value trap... If so, it's a bloody impressive one, offering attractive exposure to the UK & Irish consumer, revenue (now at $ 23.3 million)
growth of 24 % in 2014 & a likely repeat for 2015, an annual $ 2.7 million of
free cash flow, and net
cash of $ 5.4 million... all priced
on a 3.1 EV / EBITDA multiple.
While the company's
free cash flow will remain restricted the next few years to fund its $ 37 billion of
growth investments over 2017 - 2021, forcing it to lean even more
on debt and equity markets, Duke Energy still appears to be a very healthy business.