Headlines & Special Reports

Valuation analysis for American Express Company (NYSE:AXP)

This article attempts to identify the fair value of American Express Company (NYSE:AXP) using an earnings-driven approach that focuses on trailing 12 month earnings growth including forward looking estimates for the same.  Our observation excludes onetime events to focus on earnings from operations and uses a peg ratio analysis to identify relative value accordingly.

Read More

Timing Investments in SPDR S&P 500 ETF (SPY) Around the Presidential Terms

The stock market will celebrate its sixth anniversary next month. Considering that bull markets usually last 3.8 years and the one that kicked off in March 2009 is the fourth-longest in history, we are naturally worried about when it will end. You can rest assured that history and economic numbers shows this bull run has much longer to go.

Read More

Valuation analysis for Procter & Gamble Co (NYSE:PG)

Procter & Gamble Co (NYSE:PG) is a company that we all know, most of us use their products, and this integral component of the Dow Jones industrial average is considered a bellwether.  The discussion below is not intended to suggest that Procter & Gamble is a bad company, this is not a comment about their products, but it is instead a close look at valuation in an effort to determine what the fair value of Procter &Gamble is given forward looking analysts' estimates.

Read More

Valuation analysis for Boeing Co (NYSE:BA)

Boeing Co (NYSE:BA) is a very interesting company because earnings have been growing rapidly, revenue has been accelerating, and current valuations look attractive.  However, the fair value of Boeing largely rests on the ability of the company to meet analysts' expectations, so it is important for us to evaluate what shares of Boeing will look like if analyst's expectations are met. 

Read More

Valuation analysis for Honeywell International Inc. (NYSE:HON)

On February 12 State Street, acting in various capacities, filed a 13 D with the SEC disclosing ownership of shares in Honeywell International Inc. (NYSE:HON) that totaled 15.6% of the shares outstanding.  This filing suggests an increase from the ownership identified at the end of the year, which was 8.99%.  As stated in the filing, the additional ownership comes primarily from State Street Bank and Trust Company acting in various capacities.  Still, State Street now owns approximately 15.6% of Honeywell Corporation. 

Read More