Headlines & Special Reports

The multiple and EPS growth rates do not match for Las Vegas Sands Corp. (NYSE:LVS)

LVS has been growing at a very rapid rate, and as we discuss in this article the PE multiple for the stock does not even match that growth rate, but the most important thing to us as investors is price.  For whatever reason, buyers are not as active as sellers of the stock recently, suggesting that either concerns exist, or maybe that opportunities exist, and we will discuss both of those.

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EPS Growth rates may be changing at SanDisk Corporation (NASDAQ:SNDK)

Pay very close attention to the transition in EPS growth trends for SanDisk.  In the first quarter of 2013 growth recovered from a trough and began to accelerate, but most recently the growth trend may have actually peaked.  The company is still growing, but the rate of growth is changing, and when the rate of growth has changed in the past the stock followed.

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Intel Corporation (NASDAQ:INTC) Has Valuation Risk

Everyone has been concerned about Intel.  The PC industry as a whole has changed, and it will continue to change, and companies will need to adapt.  Thus far Intel seems slow to do that, and unless this changes investors will remain concerned.  In fact, unless that changes very fast, valuations are going to start to be questioned too.

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Yahoo! Inc. (NASDAQ:YHOO) Has Had Solid EPS Growth

They seem to be getting it done at Yahoo, but the turnaround is thus far happening without much growth in revenue.  The growth numbers are solid though, so no one can argue with that yet, but unless revenues start to correlate more with EPS growth the music could start to wind down.  For now, everyone seems to have a chair, but pay attention to the valuation.

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Goldman Sachs Group Inc (NYSE:GS) Is Not Growing

The good news is that Goldman trades at almost 10x earnings (seemingly cheap), the bad news is that the company is not growing.  The 75% institutional ownership and the low P/E multiple suggest that the investment community, although still appraise of Goldman as the Premier House of the Street, does not like the company's recent performance.

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