Johnson & Johnson Faces Currency Headwinds But Its Stock Remains Undervalued
Though earnings weren’t excellent, we thought the quarter was fine given currency headwinds. The firm scores a 9 on our Valuentum Buying Index.
Brian Nelson
Stronger Gross Margins Drive Earnings Growth At Mattel
The world’s largest toy maker experienced strong earnings growth during the second quarter. We think Hasbro is less expensive.
Coca-Cola Pushes Through Global Challenges
Global beverage giant Coca-Cola posted a solid second quarter. We aren’t crazy about shares at current prices.
Gannett’s Second Quarter Underscores Successful Transformation
Media giant Gannett reported strong second quarter earnings on Monday. We think shares are trading at the low end of the firm’s fair value range.
Citigroup Beats Estimates But Shares Are Fairly Valued
Global banking giant Citigroup reported strong than expected earnings Monday, but we aren’t excited about the stock.
Merchant Settlement Clarifies Future for Visa and Mastercard
A class action lawsuit against Visa, Mastercard, and banks that issue debt and credit cards was settled Friday evening. Though many of the details aren’t available, the $7.25 billion settlement has a negligible impact on our fair value estimates.
Valuentum’s July Edition of Its Best Ideas Newsletter! Outperformance Hits Highest Mark Ever
The July edition of our Best Ideas Newsletter is now available.
Wells Fargo Continues Its Sound Performance
Warren Buffett favorite Wells Fargo posted another solid quarter. We like the bank’s conservative ethos but think shares are fairly valued.
Jamie Dimon Continues To Be the Model CEO
Jamie Dimon, CEO of JP Morgan Chase, seems to have successfully navigated his firm through difficult trading losses with honesty and transparency. We think shares of JP Morgan remain undervalued.
Infosys Cuts Full-Year Guidance
India’s second-largest IT outsourcing firm, Infosys, reported solid earnings but slashed its full-year guidance. Infosys is yet another tech firm to cut its outlook.