The potential
upside to earnings from operational improvements is large — the operating margin would double if it achieves margins in line -LSB-...]
The potential
upside to earnings from operational improvements is large — the operating margin would double if it achieves margins in line with peers.
Taking the high levels of demand and the deep cyclicality of the industry and their stock prices, it is hard to see enough
upside to earnings to justify buying.
You could have a view they'll cut costs, put another turn of debt on the balance sheet and buy back some stock to get 20 - 25 %
upside to earnings.
«We expect reversing cyclical trends to drive
upside to earnings per share and the multiple for this value play,» he writes.
Not exact matches
«Obviously things move on
earnings, I'm going
to bet that [Apple's move] is going
to be
to the
upside,» Carter Worth of Cornerstone Macro said Monday on CNBC's «Fast Money.»
«We just want
to identify situations where individual stocks in varied oversold states (RSI below 50) could see a catalyst in the form of
upside earnings surprises,» Strugger said, noting fundamentals or tax reform benefits didn't play a direct role in selecting the stocks.
As a result, he said, «the chances for
earnings upside are very, very high and I think the stock will probably continue
to work.»
That equates
to an
upside surprise for
earnings.
Our 12 - month forward target for year - end 2015 is 2275, offering about 10 %
upside to today's price, based on 7 %
earnings growth in 2015 and 2016 and modest further multiple expansion
to near 17x forward
earnings... Multiple higher?
«Our 12 - month forward target for year - end 2015 is 2275, offering about 10 %
upside to today's price, based on 7 %
earnings growth in 2015 and 2016 and modest further multiple expansion
to near 17x forward
earnings.»
The good news from credit conditions, hiring intentions and capital spending plans on the economy and likely
earnings growth can provide
upside appreciation potential while sentiment, intra-stock correlation and even valuation suggest concern... Overall, we can get
to a 1,975 kind of outcome, but we may also see choppier markets and early indicators on volatility also intimate reasons
to be worried.
«We believe the bias for stock prices in general remains
to the
upside, underpinned by a growing economy, low interest rates and increasingly, cheaper oil... With operating margins at elevated levels, top line growth is poised
to more quickly bleed through
to the bottom line, thus supporting
earnings.»
The reality is the market doesn't tend
to offer a lot of room for
upside,» said Keon, noting the market is expensive on an
earnings basis.
Shares were up more than 2 % midday Wednesday, extending gains that have been in place since the company surprised
to the
upside with its Q1
earnings despite the data security headwinds that previously shaved approximately one - fifth of the value from the share price.
Jim Cramer maps out what investors need
to find a way back
to the
upside, including the Fed, interest rates and
earnings.
The analyst said his view on Boeing remains intact despite the M&A discussion, as he projects little
upside to production rates, deliveries,
earnings or cash flow expectations.
On the
upside, some of the exporters that are experiencing higher margins on their U.S. - dollar - denominated sales reported that they plan
to use the additional
earnings to increase their investment.
The bottom line here is that the nominal growth impulse for the USA has been surprising
to the
upside, and it comes at a time when
earnings revisions momentum is running hot.
Coupling that lower valuation on the company's
earnings with the much higher current yield leads
to a lot of
upside, along with what could be more near - term and long - term income from the stock.
However, we at Morgan Stanley Wealth Management think there is more
upside potential as investors begin
to appreciate the rate of change improvement in the economy, and importantly, corporate
earnings.
Besides
earnings, the other variable
to consider is valuation and here, too, I am feeling a bit better about the potential
upside for equities than just a few months ago.
Tax cuts, improving global economic growth and a weaker U.S. dollar have all helped drive corporate
earnings results
to the
upside....
Banks, consumer staples, apparel, retail, leisure and supermarkets seem
to show
upside potential
to their
earnings from the tax cuts due
to their sensitivity
to the tax bill4.
Very quickly, I personally believe breakouts
to the
upside, if they occur, could be signaling something other than a new secular bull mostly because for now we just do not have the type
earnings growth normally associated with secular bull awakenings.
Earnings continue
to surprise on the
upside, especially in emerging markets, and
to some degree in Europe now, too.
ADP's dividend would increase about 35 percent, pushing up the dividend yield from 2 percent
to 3 percent, if all the
earnings per share
upside is used for dividend payouts, according
to BofA.
There is still further
upside for valuations in 2018 due
to low interest rates, strong corporate balance sheets and high quality
earnings.
They're looking for financial sound firms whose
earnings have been growing lately and whose «reasonable company valuation indicat [es] a strong
upside potential in the stock price over the next 9
to 12 months.»
I like
to think of any
earnings growth as
upside or free growth.
She is now a single mother with two children, living in a house with an
upside down mortgage, unable
to refinance, owes back taxes
to theIRS and FTB, and as a public school teacher, is extremely limited in her
earnings.
Looking at my charts, an
earnings yield 100E10 / P of 6 % defines when the
upside from stocks has consistently overcome the downside risk (when compared
to dollar cost averaging into a 100 % TIPS portfolio).
Very quickly, I personally believe breakouts
to the
upside, if they occur, could be signaling something other than a new secular bull mostly because for now we just do not have the type
earnings growth normally associated with secular bull awakenings.
Our investment approach is
to apply our bottom - up, intensive research process
to expose client portfolios
to skewed potential outcomes, where deep undervaluation, an identifiable path
to earnings normalization, and downside protection provide the opportunity for significant
upside with limited downside.
In somewhat similar vein, you can obviously equate
earnings yield
to RoME, but that would perhaps miss the point — with an analysis, how you get there is often just as important as the end - result... If you re-read that section of my post, the important point is
to force myself (or readers)
to stop focusing on book value, or intrinsic value, or even the potential
upside — and
to re-focus more specifically on what kind of return may be on offer, based on the current market cap & ignoring any revaluation potential.
After all, they haven't come this far
to suddenly give up now — in for a penny, in for a few trillion more, I say... And any
upside surprise in growth (leaving aside how ersatz it might be, or not) is likely
to be greeted with delight by investors ultimately, and could well prompt a potential step - change in corporate
earnings expectations & valuations.
It appears
to be significantly undervalued based (mostly) on current metrics, and could potentially offer exponential
upside based on its prior share price history and a possible return
to peak revenues /
earnings.
And if the business can be built back up
to 2007
earnings levels, $ 1.42 per share (yes, that included the coal and minerals operations which have since been sold) and we ascribed a 10x multiple we might be looking at over $ 14.00 a share in market value, not a bad potential
upside.
To contemplate the
upside, if you said that the company would be trading at 13 times trailing
earnings by the end of the 12 months beginning in July, the
upside would be nearly 75 % with no growth in
earnings and taking into consideration the management incentives mentioned below.
If
earnings return
to consistent growth, behind steady emerging market growth, recovery in the global economy, and internal initiates at Joy, the stock has
upside.
These are typical mid-cycle valuations for the stock but with
earnings closer
to trough levels, there is
upside to the shares.
To maximize upside potential and manage downside risk, the firm focuses on rapidly growing companies that also sell at what the firm believes are reasonable share prices relative to earning
To maximize
upside potential and manage downside risk, the firm focuses on rapidly growing companies that also sell at what the firm believes are reasonable share prices relative
to earning
to earnings.
You simply purchase gas at participating gas stations with your credit or debit card, snap a picture of your receipt, and
Upside will send your
earnings to your PayPal account or by check.
Of course, it may arguably offer greater
upside potential — that is presuming it continues
to clock up the same kind of revenue &
earnings growth in the next year.
Look at all the variables you used when you bought the stock — discounted cash flow, price -
to -
earnings, price -
to - cash - flow, net asset value, price -
to - book — and use that information
to decide what the
upside is if the stock rises and what you stand
to lose if it drops.
At the end of year seven (so that's merged
earnings for the salesman for FOURTEEN years worth of policy commission), my life turned
upside - down and I had
to call my marriage
to an end, after twenty - eight years.