Validea

MARCH 20, 2025

Ticker Company Name Value Investor Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Price/ Cash Flow Dividend Yield Long-Term EPS Growth BCC BOISE CASCADE CO 100 $100.36 $3,807 10.5 Take a Free Trial Today! Here are the top 10 stocks using Validea’s Benjamin Graham strategy for March of 2025. 3.6% -5.3%

Valuation 52

Valuation Debt Management Assets Investments 52

Darrow Wealth Management

AUGUST 28, 2023

The sale of a business marks a major life event. With many sellers relying on the sale to fund their retirement and lifelong financial goals, getting it right from the start is critical. It’s emotional, stressful, and exciting all at the same time. And unfortunately, it’s often a lot of work. This is both good and bad news.

Sales 91

Sales Estate Planning Wealth Advisor Taxes 91

The Big Picture

SEPTEMBER 19, 2022

WENGER: Well, I was basically hanging out at the USV offices after the sale of del.icio.us So along those lines, there are some venture firms that don’t really seem to care a lot about valuations and others seem to focus on a little bit. We’ve seen valuations come way down for public companies.

Valuation 305

Valuation Investments Investing Engineering 305

Trade Brains

APRIL 9, 2023

The annual reports of many of companies are over hundreds of pages and consist of a number of financial jargon. Nevertheless, there are a number of financial ratios that have made the life of investors very simple. Now, you do not need to make a number of calculations and you can just use these financial ratios to understand the gist.

Valuation 98

Valuation Assets Sales Numbers 98

Diamond Consultants

JUNE 1, 2023

Here are 3 valuation scenarios to address that curiosity. Focus Financial Partners, the largest investor in the independent space, is being taken private at a $7B valuation. Prolific RIA acquirer CI Financial recently monetized a stake in their business at a $5B valuation. Those are some eye-popping numbers.

Valuation 98

Valuation Recruitment Retirement Distribution 98

Cornerstone Financial Advisory

OCTOBER 28, 2024

Markets fell Wednesday morning with news that existing home sales fell to a 14-year low in October; still slowed by higher interest rates, sales are on track for their worst year since 1995. On Tuesday, Standard & Poor’s reported that the number of stocks above their 20-day moving average fell to nearly 50 percent.

Marketing 52

Marketing Marketing Taxes Economics 52

Harness Wealth

MARCH 27, 2025

There are many reasons for LP sales, but some include an LP seeking liquidity or an exit from a fund thats underperforming. GP-led secondaries can also encompass “stapled transactions” where the sale of the existing fund interest is linked to an allocation in a new fund managed by the same GP. property interests.

Taxes 52

Taxes Tax Planning Assets Compliance 52

Cornerstone Financial Advisory

NOVEMBER 25, 2024

New Home Sales. Pending Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. Tip adapted from Green Matters 9 Weekly Riddle… A palindrome is any word, phrase, or number that reads the same, either forward or backward. FOMC Minutes. Durable Goods.

Marketing 52

Marketing Marketing Taxes Economics 52

Mr. Money Mustache

FEBRUARY 25, 2025

If the average sale price of rental houses in your area goes up but the tenant keeps paying you the same amount forever, it may look good on paper but it doesnt really mean anything unless you sell the house. . Later, reality sunk in that this was just a fad and Peloton sales returned back to normal levels, and so did the stock.

Marketing 66

Marketing Marketing Sales Portfolio 66

Carson Wealth

APRIL 8, 2024

Pockets of attractive valuations exist despite above-average valuations in some high-profile areas of the market. gain, but not a bad number by any means. That means labor productivity continues to run strong, as workers are producing above-trend output while working the same number of hours. Following the huge 11.2%

Marketing 96

Marketing Marketing Valuation Economy 96

Carson Wealth

FEBRUARY 26, 2024

Another data point from the recent GFS caught our attention: The number of managers looking for ‘no landing’ is rising. We see that all over NVIDIA’s earnings numbers. NVIDIA’s Growth Story Jumps Out from the Numbers NVIDIA’s fourth quarter earnings report was impressive across the board. billion versus $6.2

Marketing 96

Marketing Marketing Valuation Economy 96

Cornerstone Financial Advisory

NOVEMBER 18, 2024

4,5 Stocks dropped again on Friday as strong October retail sales seemed to reinforce Powell’s comments about Fed rate adjustments. Ironically, strong retail sales numbers—while a sign of a strong economy—send a mixed message to investors. Thursday: Existing Home Sales. 6 Source: YCharts.com, November 16, 2024.

Marketing 52

Marketing Marketing Economics Taxes 52

The Big Picture

MARCH 20, 2024

Barry Ritholtz : So let’s break that into two halves, starting with valuation. Explain why P/E isn’t the best way to measure valuation. And everyone answers for, except for the person they hire, whose answer was, what number did you have in mind? It doesn’t really produce great results for investors.

Investing 162

Investing Investments Portfolio Valuation 162

Cornerstone Financial Advisory

DECEMBER 2, 2024

Tuesday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities. Here’s what you’ll need to verify your identity: Social Security number Birthdate An Individual Taxpayer Identification Number if you have one instead of your SSN Your filing status Your prior tax return.

Marketing 52

Marketing Marketing Economics Taxes 52

Darrow Wealth Management

MAY 6, 2024

Later in the process you’ll work with the attorney to discuss what assets may potentially need a valuation. The estate account will need to get a separate Employer Identification Number (EIN). Discuss eligibility for a federal capital gain exclusion on the sale of the home with your CPA. The attorney typically does this.

Estate Planning 100

Estate Planning Distribution Accounting Valuation 100

Trade Brains

APRIL 3, 2023

This book contains a number of time-tested lessons like investment vs speculation, the margin of safety, the concept of Mr market (the fictional manic-depressive character) , different approaches for defensive and enterprise (aggressive) investors etc. At a supermarket, both glamorous and cheap products (on sale) are available.

Investing 98

Investing Investments Valuation Education 98

Validea

SEPTEMBER 6, 2023

By Justin Carbonneau ( Twitter | LinkedIn | YouTube ) — Over the past few weeks, I’ve seen a number of charts highlighting the opportunity in small-cap stocks given their absolute and relative valuations. of time Price/Sales 0.70 Small caps haven’t been this cheap on an absolute basis since the Financial Crisis.

Valuation 64

Valuation Numbers Economics Investments 64

The Big Picture

JULY 26, 2022

What makes Graham so interesting is while everybody else in the world of private equity is focused on the analytics and crunching numbers and creating econometric models that will tell you where to invest, I think they’ve found a very different model that has been extremely successful for them, where the key focus is on talent.

Consulting 298

Consulting Numbers Management Investments 298

Cornerstone Financial Advisory

NOVEMBER 4, 2024

This Week: Key Economic Data Monday: Motor Vehicle Sales. It should not be considered a solicitation for the purchase or sale of the securities. Last week’s riddle: How many times can you subtract the number 75 from 7,500? Factory Orders. Tuesday: Election Day. Wednesday: FOMC Meeting – Day 1. EIA Petroleum Status Report.

Marketing 52

Marketing Marketing Taxes Economics 52

The Big Picture

DECEMBER 5, 2023

’cause then I figure I could always be employed either managing the numbers or doing law and get those two degrees. And I got to see firsthand what Bain was doing in strategic consulting and understand their view of business separate from the numbers. And Bain was kind enough to offer me a job to facilitate.

Management 173

Management Investments Investing Numbers 173

Validea

SEPTEMBER 12, 2022

Houston-based Bridgeway Capital, founded in 1993 by MIT graduate John Montgomery, has always used number-crunching as a fundamental, well before ETFs began relying on computer algorithms to select value or growth stocks. And currently, the number-loving Bridgeway team is developing research that factors in ESG metrics.

Valuation 59

Valuation Numbers Engineering Management 59

Cornerstone Financial Advisory

FEBRUARY 26, 2024

Nvidia’s market cap rose by $277 billion on the news, pushing it to a $2 trillion valuation. It should not be considered a solicitation for the purchase or sale of any company connected with AI. 3,4 This Week: Key Economic Data Monday: New Home Sales. Take a debit or credit card number over the phone.

Marketing 105

Marketing Marketing Economics Taxes 105

Cornerstone Financial Advisory

JANUARY 2, 2024

The four-week moving average, which better illustrates jobless claim trends, was little changed, coming in at 212,000; this was the lowest number since late October. 5 Continuing jobless claims, which measures the number of individuals collecting unemployment benefits, was flat from the previous week at 1.88 Copyright 2024 FMG Suite.

Taxes 104

Taxes Investment Advisor Numbers Investments 104

James Hendries

FEBRUARY 23, 2023

If you are getting ready to retire and thinking about selling your financial firm, you have to decide how much your business is worth, and it can be challenging to put a number on something you’ve been building for your whole life. If so, your book of business ratchets up the sale price.

Valuation 40

Valuation Retirement Financial Services Commission 40

Good Financial Cents

APRIL 5, 2023

At the same time, be aware that valuations on used cars – which is what your trade-in will be – are more subjective. When you go on the valuation sites, be as objective as possible about this. If you’re accurate in evaluating the condition, you should get a pretty solid value of your car from the valuation sites.

Insurance 111

Insurance Sales Banking Taxes 111

Random Roger's Retirement Planning

DECEMBER 16, 2022

thanks to the increase in yields available from the bond market and better valuation in the stock market. The increase in bond yields is also a valuation call. Shortening the number of years a portfolio needs to last from 35 years to 30 could be a big difference maker which is why I write about that so frequently.

Retirement 74

Retirement Retirement Planning Healthcare Numbers 74

Cornerstone Financial Advisory

DECEMBER 9, 2024

It should not be considered a solicitation for the purchase or sale of the securities. Fixed income investments are subject to various risks including changes in interest rates, credit quality, inflation risk, market valuations, prepayments, corporate events, tax ramifications and other factors. Copyright 2024 FMG Suite.

Marketing 52

Marketing Marketing Taxes Economics 52

Cornerstone Financial Advisory

AUGUST 7, 2023

It should not be considered a solicitation for the purchase or sale of the securities. ” – Desmond Tutu Add Social Security Numbers Of Your Dependents On Your Return On your tax return, add the Social Security Numbers for your children and other dependents. Copyright 2023 FMG Suite. a Broker/Dealer, Member FINRA / SIPC.

Marketing 98

Marketing Marketing Medicine Taxes 98

Cornerstone Financial Advisory

OCTOBER 2, 2023

However, beneath the headline number, consumer spending was cut to a 0.8 It should not be considered a solicitation for the purchase or sale of the securities. Answer: She bought house numbers. As her street address starts with the number 122, she purchased two carved “2s” and one carved “1.”

Marketing 111

Marketing Marketing Taxes Economics 111

Nationwide Financial

NOVEMBER 29, 2022

Succession planning is much more than just the act of selling your practice; there are many items to consider when planning the successful transition of your firm, like finding the right successor, client/relationship communications, receiving the proper value, and reducing taxes on the sale of your firm. Obtain a Valuation.

Financial Advisor 52

Financial Advisor Planning Valuation Communication 52

Cornerstone Financial Advisory

MARCH 18, 2024

1,2 Following Tuesday, caution lingered as investors parsed the underlying data behind headline consumer inflation numbers. Retail sales, also reported on Thursday, were disappointing, rising less than expected and adding to the inflation angst. Existing Home Sales. in February, more than the expected 0.3% Fed Balance Sheet.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

JANUARY 8, 2024

It should not be considered a solicitation for the purchase or sale of the securities. Giving an incorrect account number can delay your refund even further. Last week’s riddle: Victor is assigned to paint suite numbers on doors at an office building with 100 suites, which will be numbered from 1 to 100. What is it?

Marketing 98

Marketing Marketing Taxes Economics 98

Cornerstone Financial Advisory

NOVEMBER 6, 2023

The combination on Wednesday of the Fed’s decision to keep rates unchanged, which accompanied dovish comments from Fed Chair Powell, and a reassuring Treasury announcement on future bond sales, sparked a third straight day of gains. It should not be considered a solicitation for the purchase or sale of the securities.

Marketing 105

Marketing Marketing Taxes Economics 105

Cornerstone Financial Advisory

DECEMBER 18, 2023

A solid retail sales number, which reflected a strong consumer and supported the soft landing thesis, also boosted enthusiasm. Existing Home Sales. New Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. increase over October and a year-over-year increase of 3.1%.

Marketing 105

Marketing Marketing Taxes Economics 105

The Irrelevant Investor

MARCH 27, 2021

In Barron's , Tony Sacconaghi shows that stocks with a price-to-sales ratio of 15 or higher have not fared well going back to 1970. I wanted to look at how the price-to-sales ratio for some of the younger technology companies compares with the giants as they began their ascent. At its peak in the late 90s, it traded for 43x sales.

Valuation 52

Valuation Sales Advertising Numbers 52

Cornerstone Financial Advisory

OCTOBER 16, 2023

PPI, CPI Updates The disinflationary trend appears to be stalling if the inflation numbers are any indication. 5 This Week: Key Economic Data Tuesday: Retail Sales. Thursday: Existing Home Sales. It should not be considered a solicitation for the purchase or sale of the securities. versus a forecast of a 0.3%

Marketing 105

Marketing Marketing Taxes Economics 105

Harness Wealth

MARCH 3, 2023

A Stripe liquidity event is coming Rumors of a Stripe IPO began circling in 2021, after a $600 million Series H financing round pushed the company’s valuation to a massive $95 billion. Stripe’s internal valuation, for tax purposes, is officially measured by something called Section 409A of the United States Internal Revenue Code.

Taxes 52

Taxes Valuation Startup Sales 52