Headlines & Special Reports

Apple Inc. (NASDAQ:AAPL) Is Not Cheap on a forward-looking basis

After realizing exceptional growth between the middle of 2013 and early 2015 the earnings growth rate for Apple Inc. (NASDAQ:AAPL) is on a path that is similar to that which existed between 2011 and mid 2013.  Major changes have taken place, new markets have opened, and earnings growth was I popping again recently, but looking ahead the growth rate is expected to change. 

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The PE Ratio For American Express Company (NYSE:AXP) is not a Tell

The key to the performance of American Express Company (NYSE:AXP) from here is its EPS growth rate.  This should be true for most companies, but sometimes EPS growth is discounted.  We do not expect that to be true for AXP. 

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The PEG Ratio for Johnson & Johnson (NYSE:JNJ) Tells the Story

There has been a material stall and slight retracement and the revenue trend for Johnson & Johnson (NYSE:JNJ) and that presents serious concerns.  Revenues have not declined like this since 2010, but the declines in revenue we are witnessing now our more significant than then. 

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Valuation analysis for UnitedHealth Group Inc (NYSE:UNH)

Our analysis of fair value for UnitedHealth Group Inc (NYSE:UNH) must start with the obvious.  Direct beneficiaries of Obamacare Policies have been doing great and currently no one seems to think that will change materially (not so fast).  This is a broad observation, and not focused on UNH, but it bears mentioning before we talk about the fair value for UNH below. 

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Valuation analysis for Intel Corporation (NASDAQ:INTC)

Our valuation analysis for Intel Corporation (NASDAQ:INTC) concentrates on earnings growth to properly determine fair value.  We are not addressing fundamental company based developments or the industry in this quant-driven observation, but instead using the raw numbers to draw conclusions. 

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