An excerpt from our latest Quarterly Focus Buy List, a list of 5-7 compelling buy ideas that are delivered to investment firms, that have significantly outpaced the Russell 1000 since inception in 2011. […]
There are many ways to skin a cat, especially true in the business of picking securities and identifying the most attractive segments of the market. One approach to identifying stocks likely to outperform is to […]
One unique set of insights that we provide to our clients is understanding the expectations that are baked-in to the current price of a stock. One particularly important set of data to understand is imbedded […]
AFG’s Economic Margin (EM) methodology and Investment Grade model can provide investment firms with a significant advantage when coming to meaningful valuation conclusions on these high-profile names or any stocks for that matter. […]
Our thoughts on the largest Internet retailer in the world and our near-term outlook for the stock’s valuation. We will discuss AMZN’s online retail dominance, digital devices, grocery market and Amazon Prime membership growth. […]
While most of the efforts we put forth tend to focus on attractive/undervalued stocks likely to outperform, we believe it is just as vital to identify stocks that exhibit traits of companies likely to underperform. […]
Firms that can maintain the highest EM levels in a sector or index for a substantial amount of time tend to generate a significant amount of wealth for shareholders. […]
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