Abnormal Returns

FEBRUARY 5, 2024

Strategy Valuations matter, but using them in your investment process is a challenge. minneapolisfed.org) Heavy truck sales rose in January. entrylevel.topdowncharts.com) When does passive investing become a problem for valuing companies? silverlightinvest.com) Companies Why are companies holding more cash these days?

Financial Advising 264

Financial Advising Media Valuation Economy 264

Abnormal Returns

DECEMBER 7, 2023

techcrunch.com) SpaceX SpaceX is reportedly planning a tender offer for employee shares at a $175 billion valuation. bonddad.blogspot.com) Heavy truck sales grew in November. (nytimes.com) Is Austin, TX losing its luster as a startup hub? yahoo.com) Why SpaceX continues to win new launch business.

Digital Media 273

Digital Media Electronics Financial Advising Startup 273

Abnormal Returns

MAY 8, 2023

(riabiz.com) First Republic First Republic saw a wave of adviser departures prior to the sale to JP Morgan Chase ($JPM). financial-planning.com) The biz What variables matter when it comes to RIA valuation. investmentnews.com) How JP Morgan Chase ($JPM) is trying to hold onto First Republic advisers.

Wealth Management 246

Wealth Management Estate Planning Taxes Valuation 246

Abnormal Returns

JUNE 27, 2023

bloomberg.com) SpaceX's valuation keeps rising, due in part to Starlink's success. calculatedriskblog.com) New home sales are on the rise. (behaviouralinvestment.com) Do commodities have a role to play in a long-term, strategic asset allocation? axios.com) Finance The private equity crowd is finding mega-deals hard to come by.

Asset Allocation 243

Asset Allocation Financial Advising Startup Valuation 243

Nerd's Eye View

JULY 5, 2024

Also in industry news this week: A separate Supreme Court decision struck down the SEC's use of in-house judges to adjudicate cases involving civil penalties (unless both parties in the matter agree to it), likely setting up more settlement offers from the regulator to avoid a drawn-out legal process in the Federal court system At a time when it has (..)

Financial Planner 246

Financial Planner Retirement Commission Financial Advice 246

Abnormal Returns

DECEMBER 5, 2022

Markets Small cap stocks stand out for their cheap valuations. bonddad.blogspot.com) New heavy truck sales continue apace. morningstar.com) Why have energy stocks and oil prices diverged? compoundadvisors.com) Strategy Ben Carlson, "We’ve never seen a market environment like this where both stocks and bonds were crushed simultaneously."

Startup 244

Startup Marketing Marketing Financial Advising 244

The Big Picture

FEBRUARY 7, 2024

Dividends come from earnings, and so those are sort of anchors to valuation. Jeremy Schwartz : And basically said that there’s huge Tech stocks, triple-digit PEs, you can never justify the valuations no matter what the growth rates are. Present value of future cash flows, any asset is present value of future cash flows.

Investments 296

Investments Investing Valuation Portfolio 296

Abnormal Returns

SEPTEMBER 14, 2023

Markets TIPS are on sale. wsj.com) Databricks just raised fresh capital at a $43 billion valuation. morningstar.com) The rise in real interest rates is stunning. econbrowser.com) Daily options volume is soaring as traders go whole hog. wsj.com) Strategy Bull markets have four distinct stages.

Financial Advising 278

Financial Advising Advertising Economy Valuation 278

Nerd's Eye View

JULY 7, 2023

Also in industry news this week: A recent survey indicates that a strong majority of financial advisory clients have maintained their trust in their advisors despite the investment market setbacks experienced last year A report from the SEC shows that a majority RIAs have mandatory arbitration clauses in their client agreements, a practice that has (..)

Financial Planner 246

Financial Planner Tax Planning Clients Valuation 246

Trade Brains

OCTOBER 3, 2024

’s expansion, its potential future growth, and its sustainability, and whether the valuations are justified. The emphasis on fresh produce, growing from 15% to 18% of their sales mix, shows their focus on quality and competitive pricing in fruits and vegetables. This approach drives foot traffic and boosts sales.

Valuation 98

Valuation Retail Food Marketing 98

Nerd's Eye View

OCTOBER 18, 2023

Even professional investors such as venture capitalists aren't immune either, with the rise and fall of companies like WeWork and Theranos showing that sophisticated investors can be enticed to abandon a disciplined approach by a sales pitch that's too good to be true.

Marketing 246

Marketing Marketing Valuation Advertising 246

Nerd's Eye View

OCTOBER 4, 2024

Also in industry news this week: A recent survey found that while 1/3 of advisory firms are currently using AI tools, another 1/3 are fearful of doing so, indicating that while some firms are eager to be early adopters of this technology, others are taking a wait-and-see approach, perhaps as regulation surrounding this technology evolves over time (..)

Financial Planner 246

Financial Planner Retirement Planning Clients Retirement 246

MarketWatch

JUNE 23, 2023

Elon Musk’s SpaceX seeks to increase its valuation to $150 billion, The Wall Street Journal reported late Friday, citing people familiar with the issue. The plan is to launch a new sale of employee shares at $81 a piece, the report said. Bloomberg earlier reported on the latest employee share sale.

Valuation 75

Valuation Sales Planning Marketing 75

Validea

JUNE 10, 2024

Here is the latest update for June from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. Using current year earnings estimates, the valuation looks a little cheaper.

Valuation 52

Valuation Marketing Marketing Sales 52

Validea

SEPTEMBER 6, 2024

Here is the latest update for September from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. Using current year earnings estimates, valuations also fell from a PE of 18.1

Valuation 52

Valuation Marketing Marketing Sales 52

Validea

OCTOBER 4, 2024

Here is the latest update for October from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. Using current year earnings estimates, valuations also rose slightly to 17.8.

Valuation 52

Valuation Marketing Marketing Sales 52

Validea

AUGUST 1, 2024

Here is the latest update for August from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. Using current year earnings estimates, valuations rose in a similar fashion.

Valuation 52

Valuation Marketing Marketing Sales 52

Validea

MARCH 7, 2025

Ticker Company Name Price Market Cap ($mil) PE Ratio Price/ Sales Relative Strength Price/ Book Price/ Cash Flow Dividend Yield Long-Term EPS Growth PAYC PAYCOM SOFTWARE INC $203.62 $11,400 22.9 These qualities suggest they may deliver solid long-term performance, even without constant media attention. PHM PULTEGROUP INC $108.27 $21,920 7.4

Valuation 52

Valuation Media Sales Marketing 52

Nerd's Eye View

APRIL 18, 2024

For over a decade, the financial advice industry has been bracing for an "any-minute-now" tsunami of advisor retirements and concomitant sales of financial planning practices. Which begs the question, to what extent should an advisory firm owner discount the sale price of their firm for a next-gen successor?

Planning 130

Planning Valuation Sales Clients 130

Validea

FEBRUARY 15, 2025

The NASDAQ 100’s remarkable ascent over recent years has undoubtedly pushed the index’s overall valuation metrics to elevated levels, raising concerns among value-conscious investors. This broad valuation expansion has led some market participants to dismiss the entire index as overvalued. Take a Free Trial Today!

Valuation 52

Valuation Investments Investing Marketing 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. Getting professional help is key here as trying to negotiate a sale directly with a buyer might be short-sighted.

Sales 91

Sales Estate Planning Wealth Advisor Taxes 91

Validea

JULY 8, 2024

Here is the latest update for July from Validea’s market valuation tool. Rather than focusing on market-cap weighted indexes like the S&P 500, our tool focuses on the valuation of the average stock relative to history. We use the median of our investable universe of 2700 stocks to perform the calculation.

Valuation 59

Valuation Marketing Marketing Sales 59

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

Validea

OCTOBER 18, 2023

Big doesn’t always mean better and so investors could be well-served by looking at things like quality, profitability, valuation, growth and earnings metrics to determine how to how these stack stack up now and their investment merits going forward. Amazon (AMZN) AMAZON.COM, INC.

Valuation 115

Valuation Sales Portfolio Investments 115

Validea

NOVEMBER 9, 2024

He implemented strict criteria to identify companies with strong, sustainable earnings growth while maintaining reasonable valuations and solid financials. His model required that sales growth be at least 85% of earnings growth, ensuring companies were growing through genuine business expansion.

Investments 52

Investments Investing Sales Valuation 52

The Big Picture

MARCH 18, 2023

Over that period, expensive companies outperformed not on price but because they out-executed and grew more in terms of earnings, sales, and cash flows. Specifically, when Value doesn’t work, strategies like profitability, fundamental momentum, and low-risk work when Value as an investment style did not.

Retirement 310

Retirement Management Sales Investments 310

Validea

NOVEMBER 15, 2024

Investment Criteria: Company Fundamentals Must generate at least $340 million in annual sales Excludes technology sector investments Must demonstrate positive earnings for 5 consecutive years Balance Sheet Requirements Current ratio must exceed 2.0

Valuation 52

Valuation Assets Sales Portfolio 52

Validea

MARCH 9, 2025

These businesses exemplify qualities highly valued by celebrated investors: robust balance sheets, consistent cash flow generation, sustainable competitive advantages, and reasonable valuations when measured against their growth trajectory and market position. Take a Free Trial Today! ENS ENERSYS $101.23 $3,991 12.5

Marketing 52

Marketing Marketing Valuation Investments 52

Validea

MARCH 12, 2025

The NASDAQ 100’s remarkable ascent over recent years pushed the index’s valuation metrics to elevated levels, raising concerns among value-conscious investors. However, the significant correction experienced in early 2025 has created a new landscape where fundamentally sound companies can be identified amid the broader decline.

Valuation 52

Valuation Investments Investing Sales 52

Validea

JANUARY 13, 2025

With the strong performance of the NASDAQ 100 in recent years, valuation has become an issue for the index. Ticker Company Name Price Market Cap ($mil) P/E Ratio Price/Sales Relative Strength Price/Book Price/Cash Flow Dividend Yield Long-Term EPS Growth GOOGL Alphabet Inc $192.04 $2,357,015 25.2 FTNT Fortinet Inc $97.47 $74,706 49.2

Valuation 52

Valuation Sales Investments Investing 52

Validea

JANUARY 15, 2025

Additionally, they frequently trade at more attractive valuations compared to their growth-focused counterparts, potentially offering better downside protection and the opportunity for multiple expansion if market sentiment shifts. UBS UBS Group AG 19.7% $30.69 $106,162 35.7 SPNT SiriusPoint Ltd 19.4% $14.22 $2,302 8.8 18.4% $92.34 $34,742 6.2

Valuation 52

Valuation Insurance Accounting Economics 52

Abnormal Returns

JANUARY 18, 2023

institutionalinvestor.com) Startup valuations trended down in the second half of 2022. institutionalinvestor.com) Economy Retail sales fell 1.1% (wsj.com) PE firms are still having problems keeping junior analysts. angellist.com) Economic uncertainty is not slow the pace of investment at Brookfield Infrastructure Partners ($BIP).

Financial Advising 130

Financial Advising Startup Wealth Management Valuation 130

Validea

FEBRUARY 12, 2025

The methodology incorporates principles from Warren Buffett’s focus on sustainable competitive advantages and strong returns on capital, Peter Lynch’s emphasis on reasonable valuations relative to growth rates, and Benjamin Graham’s insistence on margin of safety. RJF RAYMOND JAMES FINANCIAL INC $162.95 $33,390 15.9

Valuation 52

Valuation Communication Media Sales 52

Validea

MARCH 13, 2025

His model is both conservative and disciplined, focusing on balance sheet strength and attractive valuations. Adequate Company Size (Sales $1 Billion) Large, established businesses are typically less risky and more stable than smaller, unproven firms. Example : A P/B ratio of 1.3 combined with a P/E of 11.1

Valuation 52

Valuation Investments Investing Portfolio 52

Trade Brains

APRIL 9, 2023

We will cover different types of ratios like valuation ratios, profitability ratios, liquidity ratios, efficiency ratios, and debt ratios. Valuation ratios are relative and are generally more helpful in comparing the companies in the same sector (apple to apple comparison). EV/EBITDA This is a turnover valuation ratio.

Valuation 98

Valuation Assets Sales Numbers 98

Validea

MARCH 24, 2025

What distinguishes this strategy is its ranking system that automatically identifies companies demonstrating both superior business performance and reasonable valuation. By prioritizing these dual criteria, investors can discover quality businesses at attractive prices. TMHC TAYLOR MORRISON HOME CORP 100 $59.49 $6,052 7.2

Valuation 52

Valuation Education Retail Sales 52

Million Dollar Round Table (MDRT)

OCTOBER 3, 2022

A confidential valuation is one way to approach this. Attorneys are usually engaged with valuation experts to determine a value and ensure it is in line with the desired sale price. Strengths and weaknesses of the business will be pointed out by a good valuation and allow the owner to correct or capitalize on those.

Clients 98

Clients Valuation Management Planning 98