This article is a sample report on Owens Corning (OC) from our latest Quarterly Focus List, which highlights 5-7 buy ideas that we find compelling for the near term future. OC currently has an attractive valuation and a clearly identified short term catalyst for outperformance. […]
We published an article to our clients earlier today breaking down Microsoft’s acquisition of LinkedIn to better understand the performance expectations that would be priced-in to the combined company to justify current trading levels. This explanation put together by Derek Bergen, The Applied Finance Group, LTD. provides insight into the potential value of the combined firm and whether or not Microsoft overpaid for LinkedIn. […]
Today’s article will highlight some of the reasons we think Total System Services, Inc. (TSYS) is an attractive investment opportunity and discuss the short term catalyst for outperformance. TSYS is a company from our latest Quarterly Focus List, which highlights 5-7 buy ideas that our analyst team find compelling each quarter. […]
The stocks in this article all rate well within AFG’s model in Valuation, Quality and Momentum factors to be graded as “A” Investment Grade. This list can serve as a solid starting point when looking for new investment ideas in the Large-Cap space. […]
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 […]
Today’s article contains 10 companies that are currently identified by our valuation model as undervalued (A Valuation Grade) within the S&P 500 index. This list can serve as a solid starting point for investors looking to add large cap positions to their client portfolios. […]
Are the expectations for revenue growth for the S&P 500 realistic or lofty? Understanding the embedded expectations for an individual company, sector, index or country can be helpful for money managers for allocation purposes as well as making individual investment decisions. […]
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