One way to begin to identify attractive companies to consider as investment opportunities is to drill down within the S&P 500 to the sector level and then determine which sectors have the lowest expectations for revenue growth priced in. […]
Earnings season is upon us once again and money managers must navigate through a tornado of financials in order to identify undervalued securities and make economic sense from all of the accounting noise. […]
When you compile the Implied Sales Growth expectations for all of the industrial companies in the S&P 500, we can then develop a “hurdle rate” for the entire index. […]
With the onslaught of earnings releases, and dramatic short term price fluctuations, it’s difficult to cut through the noise to identify real long term value. Earnings releases can, at times, provide a catalyst for undervalued […]
Often, investors seem to be wearing blinders when making investment decisions. They get caught up in the “story” of a stock or focus too much on short term performance. What is frequently forgotten is that when buying a stock […]
Today, we will focus on the sales growth expectations embedded in stock prices for individual companies within the S&P 500 to identify those that have low expectations as well as a few with lofty expectations. […]
Understanding Future Implied Sales Growth Expectations: AFG has a process in which our model “reverse engineers” what a company needs to deliver in sales growth over the next 5 years (assuming 5 Year Median Margins […]
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