AFG Client Q&A – Howard B. Aschwald, CFA, Quantum Capital Management
A Q&A session with a long time AFG client, Howard Aschwald of Quantum Capital Management, discussing how he utilizes AFG’s research and tools. […]
Quality Matters – High Quality Companies from Every Sector (Russell1000)
While you can find 100 different ways to value a firm there isn’t much info out there on measuring the Quality aspects of a firm. AFG has developed some unique metrics that provide an unbiased approach to measuring Management and Earnings Quality. […]
Mastercard – Focus Intrinsic Value Buy Idea
Intrinsic Value: $123.35 Overview: MasterCard’s (MA) is one of the largest payment technology company in the world. The company generates revenue by offering various services to various entities such as financial institutions, governments, corporations, etc. […]
Dow 36,000…And the Grumbling Hive
There is a lot that continues to be distinctly weird as it relates to today’s financial world, with weird being continually re-defined by elected—and un-elected—officials around the world. This bizarreness in the political realm is […]
10 Ways to Beat the S&P 500
The Efficient Market Hypothesis (EMH) and Random Walk Theory (RW) suggest that the most successful investment strategy should be a passive index, and that any performance above market returns are attributed merely to luck. The […]
A Case to Buy Delphi – AFG Instrinsic Value Analysis
This company analysis article will provide insight on why we like Delphi Automotive and some of the adjustments made to our default model to come to a more refined Intrinsic Value. We believe DLPH has nearly 62% upside based on their 8/15/2016 closing price. […]
Allergan – Focus Intrinsic Value Buy Idea
Intrinsic Value: $330.89 Overview: Allergan is a global specialty pharmaceutical company which manufacturers branded pharmaceuticals, medical aesthetics, biosimilar and over-the-counter products. AGN’s most well-known product is Botox, which contributed about 17% of the company’s total […]