stocks_to_research_for_next_month []

2024-11-24

GOOG - Alphabet Inc
- https://finviz.com/quote.ashx?t=GOOG&ty=c&ta=1&p=d
  - Price = \$166.57
  - Market Cap = \$1994.87 B; Sales = \$339.52 B; P/S = 5.88
  - P/E = 22.10; Forward P/E = 18.53
  - EPS (ttm) = 7.54; EPS next Y = 8.99
  - EPS this Y = 38.06%, EPS next Y = 12.23%, EPS next 5Y = 15.85%
  - LT Debt / EQ = 0.08
  - Dividend TTM = 0.40, Payout = 0.00%
  - Target Price = \$209.56

ETN - Eaton Corporation plc
- https://finviz.com/quote.ashx?t=ETN&p=d
  - Price = \$377.41
  - Market Cap = \$151.75 B; Sales = \$24.61 B; P/S = 6.17
  - P/E = 40.14; Forward P/E = 31.25
  - EPS (ttm) = 9.40; EPS next Y = 12.08
  - EPS this Y = 18.17%, EPS next Y = 12.08%, EPS next 5Y = 12.79%
  - LT Debt / EQ = 0.49
  - Dividend TTM = 3.76, Payout = 42.88%
  - Target Price = \$378.19

2024-11-21

GNK - Genco Shipping & Trading Limited
- https://finviz.com/quote.ashx?t=GNK&p=d
  - Price = \$16.73
  - Market Cap = \$715.34 M; Sales = \$439.33 M; P/S = 1.63
  - P/E = 10.63; Forward P/E = 9.18
  - EPS (ttm) = 1.57; EPS next Y = 1.82
  - EPS this Y = 157.13%, EPS next Y = 5.79%, EPS next 5Y = 36.21%
  - LT Debt / EQ = 0.08
  - Dividend TTM = 1.57, Payout = 0.00%
  - Target Price = \$23.37
- Further research revealed that this used to be a O(\$200) stock back in 2015 ¹⁾. They had a massive loss in Sep 2014 ²⁾. They issued lot of shares in Mar 2017 ³⁾.
- Decision: stay away from it.

¹⁾ https://finviz.com/quote.ashx?t=GNK&p=m

²⁾ https://www.macrotrends.net/stocks/charts/GNK/genco-shipping-trading/net-income

³⁾ https://www.macrotrends.net/stocks/charts/GNK/genco-shipping-trading/shares-outstanding

2024-07-08

CROX - Crocs Inc
- They make slippers
- https://finviz.com/quote.ashx?t=CROX&ty=c&ta=1&p=d
  - Price = \$143.76
  - Market Cap = \$8.73 B; Sales = \$4.02 B; P/S = 2.17
  - P/E = 11.13; Forward P/E = 10.38
  - EPS (ttm) = 12.92; EPS next Y = 13.85
  - EPS this Y = 5.58%, EPS next Y = 9.03%, EPS next 5Y = 7.75%
  - LT Debt / EQ = 1.25
  - Dividend TTM = 0.00, Payout = 0.00%

2024-06-18

CROX - Crocs Inc
- They make slippers
- https://finviz.com/quote.ashx?t=CROX&ty=c&ta=1&p=d
  - Price = \$159.42
  - Market Cap = \$9.68 B; Sales = \$4.02 B; P/S = 2.41
  - P/E = 12.34; Forward P/E = 11.51
  - EPS (ttm) = 12.92; EPS next Y = 13.85
  - EPS this Y = 5.58%, EPS next Y = 9.03%, EPS next 5Y = 7.70%
  - LT Debt / EQ = 1.25
  - Dividend TTM = 0.00, Payout = 0.00%

2024-05-28

MCK - Mckesson Corporation
- It is a distributor
- Came across it in one of the FDG weekly meetings
- Per https://finviz.com/quote.ashx?t=MCK&ty=c&ta=1&p=d
  - Market Cap = \$71.27 B; Sales = \$308.95 B; P/S = 0.23
  - P/E = 24.51; Forward P/E = 15.33
  - EPS (ttm) = 22.37; EPS next Y = 35.77
  - EPS this Y = 15.30%, EPS next Y = 13.06%, EPS next 5Y = 11.76%
  - LT Debt / EQ = 0.0
  - Dividend TTM = 2.40, Payout = 10.72%

2024-05-01

L - Loews Corp
- It is a conglomerate.
- Looks somewhat similar to Berkshire.
- Seems to maintain a very low profile.
- I came across it in https://www.barrons.com/amp/articles/joe-rosenberg-dies-loews-strategist-9d033987 where the author, Andrew Bary was talking about Joe Rosenberg, who was a CIO at Loews.
- Per https://finviz.com/quote.ashx?t=L&p=d
  - Market Cap = \$16.90 B; Sales = \$15.86 B; P/E = 12.10; EPS (ttm) = 6.29
  - LT Debt / EQ = 0.53

2024-04-17

WU - Western Union
- Per https://finviz.com/quote.ashx?t=WU&p=d
  - 7.42% dividend; 7.64 P/E; 7.21 Forward P/E; 55.83% payout ratio
  - \$12.85
  - \$4.40 B market cap

2024-03-21

WU - Western Union
- Per https://finviz.com/quote.ashx?t=WU&p=d
  - 6.86% dividend; 8.15 P/E; 7.70 Forward P/E; 55.83% payout ratio
  - \$13.70
  - \$4.69 B market cap

2024-02-26

WU - Western Union
- Per https://finviz.com/quote.ashx?t=WU&p=d
  - 7.44% dividend; 7.61 P/E; 7.19 Forward P/E; 55.83% payout ratio
  - \$12.80
  - \$4.38 B market cap

2024-01-23

BABA - Alibaba Group Holding Ltd ADR
- Came across it in https://www.barrons.com/amp/articles/alibaba-stock-buybacks-d7bf7edb
- Per https://finviz.com/quote.ashx?t=BABA&ty=c&ta=1&p=d
  - price = $73.95
  - P/E = 10.24; Forward P/E = 8.01
  - EPS (ttm) = 7.22; EPS next Y = 9.23;
  - EPS this Y = 17.36%, EPS next Y = 3.68%; EPS next 5Y = 11.26%; EPS past 5Y = 1.29%
  - Profit Margin = 14.45%; Debt/Eq = 0.16; LT Debt/Eq = 0.15
  - Dividend % = 0.04%, Payout = 24.30%, beta = 0.47

2024-01-05

BURL - Burlington Stores
- Per https://finviz.com/quote.ashx?t=BURL&p=d
  - LT Debt/Eq = 5.15
- Decision: Avoid it. Too much debt.
UHAL - U-Haul Holding Company
- Per https://finviz.com/quote.ashx?t=UHAL&ty=c&ta=1&p=d
  - price = $67.16
  - P/E = 17.82; Forward P/E = 17.63
  - EPS (ttm) = 3.77; EPS next Y = 3.81;
  - EPS this Y = -23.82%, EPS next Y = -9.72%; EPS next 5Y = 15.00%; EPS past 5Y = -35.41%
  - Profit Margin = 12.84%; Debt/Eq = 0.92; LT Debt/Eq = 0.82
  - Dividend % = 0%, Payout = 0%, beta = 1.10
- Featured in https://www.barrons.com/amp/articles/uhaul-stock-uhal-30476fc4
BABA - Alibaba Group Holding Ltd ADR
- Came across it in https://www.barrons.com/amp/articles/alibaba-stock-buybacks-d7bf7edb
- Per https://finviz.com/quote.ashx?t=BABA&ty=c&ta=1&p=d
  - price = $73.01
  - P/E = 10.11; Forward P/E = 7.60
  - EPS (ttm) = 7.22; EPS next Y = 9.61;
  - EPS this Y = 17.42%, EPS next Y = 6.76%; EPS next 5Y = 11.84%; EPS past 5Y = 1.29%
  - Profit Margin = 14.45%; Debt/Eq = 0.16; LT Debt/Eq = 0.15
  - Dividend % = 1.37%, Payout = 24.30%, beta = 0.48

2024-01-02

Yield on 3 month treasury bills = 5.4%
Virtu Financial - VIRT
- Per https://finviz.com/quote.ashx?t=VIRT&p=d
  - price = $20.38
  - P/E = 12.54; Forward P/E = 8.68
  - EPS (ttm) = 1.62; EPS next Y = 2.34;
  - EPS this Y = -31.91%, EPS next Y = 14.74%; EPS next 5Y = -2.30%; EPS past 5Y = 141.10%
  - Profit Margin = 7.68%; Debt/Eq = 4.34; LT Debt/Eq = 1.57
  - Dividend % = 4.72%, Payout = 39.28%, beta = 0.36
- Pros: High dividend yield; high payout ratio.
- Medium profit margin; high debt to equity.
  - Per https://www.macrotrends.net/stocks/charts/VIRT/virtu-financial/debt-equity-ratio, the debt to equity ratio does not look very bad.

2023-12-20

CVS
- On 2023-12-20, market went down by 1.86% but CVS was up by 1.43%
- Per https://finviz.com/quote.ashx?t=CVS&ty=c&ta=1&p=d
  - P/E = 11.74; Forward P/E = 9.13
  - EPS (ttm) = 6.63; EPS next Y = 8.52;
  - EPS this Y = -1.21%, EPS next Y = -0.79%; EPS next 5Y = 2.35%; EPS past 5Y = -13.40%
  - Profit Margin = 2.47%; Debt/Eq = 1.08
- Low profit margins, not much eps growth over next 5 years, high debt
- Decision: do not buy

2023-12-04

HP (HPQ)
- Came across it in https://www.barrons.com/visual-stories/stock-pick-bank-ai-pc-hp-chevron-266c6905?mod=article_inline&mod=hp_LEADSUPP_3 - Barron’s Stock Picks of the Month
- Per https://finviz.com/quote.ashx?t=HPQ&ty=c&ta=1&p=w
  - P/E = 8.88; Forward P/E = 7.92
  - EPS (ttm) = 3.29; EPS next Y = 3.69;
  - EPS this Y = 4.96%, EPS next Y = 7.21%; EPS next 5Y = 7.73%; EPS past 5Y = 0.00%
  - Profit Margin = 6.15%; Debt/Eq = -

2023-12-01

Fedex (FDX)
- When I called true innvoations to order soft shell casters for my computer chair, they said they can only ship it through Fedex.
- Per https://finviz.com/quote.ashx?t=FDX&p=w
  - P/E = 16.12; Forward P/E = 11.87
  - EPS (ttm) = 16.40; EPS next Y = 22.27;
  - EPS this Y = 21.42%, EPS next Y = 22.63%; EPS next 5Y = 22.50%; EPS past 5Y = -1.59%
  - Profit Margin = 4.71%; Debt/Eq = 1.44

Update on 2023-12-20:

Per https://finviz.com/quote.ashx?t=FDX&p=w
- P/E = 14.64; Forward P/E = 11.35
- EPS (ttm) = 16.88; EPS next Y = 21.78;
- EPS this Y = 18.76%, EPS next Y = 22.59%; EPS next 5Y = 22.50%; EPS past 5Y = -1.59%
- Profit Margin = 4.87%; Debt/Eq = 1.43

2023-12-01

ASML
- It is a monopoly as per comments in https://news.ycombinator.com/item?id=38486075
- Seems like a high quality company. Per https://finviz.com/quote.ashx?t=ASML&p=w
  - P/E = 33.61; Forward P/E = 33.15
  - EPS (ttm) = 20.60; EPS next Y = 20.89;
  - EPS this Y = 34.95%, EPS next Y = 0.40%; EPS next 5Y = 21.67%; EPS past 5Y = 22.34%
  - Profit Margin = 28.44%; Debt/Eq = 0.38

2023-11-30

Boston properties (BXP)
- came across it in an article written by Andrew Bary - https://www.barrons.com/amp/articles/walgreens-altria-verizon-dividend-yields-best-payouts-1fb8bf77?mod=ampMP
- https://www.nasdaq.com/market-activity/stocks/bxp/dividend-history
  - good dividend yield; 6.88%
  - quarterly dividends have been rising over time
- https://ycharts.com/companies/BXP/dividend_yield
  - dividend yield is consistently rising over time

Update: 2023-12-06

Avoid this. Too much debt. Debt / Eq = 2.68
- per https://finviz.com/quote.ashx?t=BXP&p=d

2023-11-09

Copart
- earnings are going up and future looks bright
  - per https://finviz.com/quote.ashx?t=CPRT&p=w
    - eps this year = 13.58%, eps next year = 12.76%, eps next 5 years = 22.30%, eps past 5 years = 24.28%
- Teresa Rivas makes a good case for buying this stock in https://www.barrons.com/amp/articles/buy-copart-stock-price-pick-80df9a46

2023-10-24

GE
- Pros
  - Sharpe ratio on a rolling 3 year window = 1.00
  - after Q2 2024 GE will be split into two pieces - (GE Aerospace, GE Vernova)
    - GE’s renewable power and gas power generation will be spun off into GE Vernova
    - Remaining GE will be called GE Aerospace
  - Operating profit margins: {aerospace: 20.4%, gas power generation: 6%, renewable power: -7.6%}

Ref:

https://www.barrons.com/articles/ge-earnings-stock-price-ea3f077f?siteid=yhoof2

2023-10-14

CPRT - Copart

2023-08-28

URI - United Rentals
- Per https://www.portfoliovisualizer.com/backtest-portfolio#analysisResults this has beaten COST, AJG over 2021-Jan through 2023-Jul. But AJG has better sharpe ratio out of the three.

2023-07-27

COST - Costco
- Recommended in https://www.barrons.com/articles/costco-stock-price-buy-8fc9f7c0?mod=hp_columnists by Teresa Rivas
- Watch out her future recommendations

2023-07-24

AJG - Arthur J. Gallagher & Co
- Recommended in https://www.barrons.com/articles/buy-arthur-j-gallagher-stock-price-pick-50e3d4c6?mod=hp_StockPicks by Teresa Rivas
- Seems to be doing better than Costco. $47 bln market cap
- P/E = 40.59; Forward P/E = 21.94;

2023-07-12

WU - Western Union
- https://www.barrons.com/market-data/stocks/wu

2023-06-04

WSM - Williams-Sonoma
- https://www.barrons.com/market-data/stocks/wsm
WAL - Western Alliance Bancorp
- https://www.barrons.com/market-data/stocks/wal

2023-05-14

CVS
- from https://www.barrons.com/market-data/stocks/cvs
  - price = $69, P/E = 22.59, Dividend yield = 3.53%, beta = 0.73
  - market cap = $88 B
  - -26% ytd
- from https://finviz.com/quote.ashx?t=CVS&p=d
  - Forward P/E = 7.67

2023-05-05

ISRG - Intuitive Surgical

2023-05-04

Yield on 3 Month treasuries ~ 5.3%
Virtu Financial - VIRT - https://www.barrons.com/market-data/stocks/virt?mod=article_chiclet
- price = $16.78, P/E = 8.47, Dividedn yield = 5.72%, beta = 0.22
- -18% ytd

2023-05-03

Bristol Myers Squibb - BMY
Johnson & Johnson - JNJ
Keurig Dr Pepper - KDP
J.M. Smucker - SJM

UnitedHealth Group (UNH)
Conagra Brands (CAG)

2023-04-28

Yield on 3 Month treasuries ~ 5.2%
Chevron - CVX - https://www.barrons.com/market-data/stocks/cvx?mod=article_chiclet
- price = $166, P/E = 9.15, Dividend yield = 3.62%, beta = 1.04
- Raised dividend
- rose 53% in 2022
- -5% ytd
Exxon - XOM - https://www.barrons.com/market-data/stocks/xom?mod=article_chiclet
- price = $118, P/E = 8.93, Dividend yield = 3.07%, beta = 0.91
- the biggest U.S. oil company
- rose 80% in 2022
- 8% ytd

Table of Contents

2024-11-24

2024-11-21

2024-07-08

2024-06-18

2024-05-28

2024-05-01

2024-04-17

2024-03-21

2024-02-26

2024-01-23

2024-01-05

2024-01-02

2023-12-20

2023-12-04

2023-12-01

2023-12-01

2023-11-30

2023-11-09

2023-10-24

2023-10-14

2023-08-28

2023-07-27

2023-07-24

2023-07-12

2023-06-04

2023-05-14

2023-05-05

2023-05-04

2023-05-03

2023-04-28