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Started week
Friday AM
Change
Change %
ytd
DJIA
18434.5
18352.05
-82.45
-0.45%
5.32%
NASDAQ
5167.42
5166.25
-1.17
-0.02%
3.17%
RUSSELL 2000
1220.3
1213.76
-6.54
-0.54%
6.86%
S&P 500
2173.15
2164.25
-8.90
-0.41%
5.89%
56.45%
Stocks Overvalued
43.55%
23.32%
13.95%
SECTOR OVERVIEW
Sector
Change
MTD
YTD
Valuation
Last 12-M
Return
P/E
Ratio
Aerospace
0.18%
-0.43%
-2.93%
0.33% overvalued
-5.11%
19.07
Auto-Tires-Trucks
0.52%
-0.37%
1.76%
11.25% undervalued
-4.77%
14.71
Basic Materials
-0.16%
-0.34%
52.59%
12.56% overvalued
60.91%
33.98
Business Services
-0.42%
-1.38%
12.73%
7.55% undervalued
-3.88%
23.81
0.06%
-0.62%
11.05%
2.58% undervalued
1.18%
29.34
Construction
-0.43%
-0.81%
28.05%
2.02% undervalued
3.97%
20.99
Consumer Discretionary
0.27%
-0.01%
7.26%
2.27% undervalued
-4.32%
22.46
Consumer Staples
0.18%
-0.71%
8.44%
8.12% overvalued
5.76%
24.75
Finance
0.03%
-0.04%
5.14%
2.55% undervalued
-0.27%
16.32
Industrial Products
0.29%
-0.07%
10.84%
3.02% overvalued
2.66%
23.02
Medical
-0.19%
-0.05%
1.56%
7.91% undervalued
-19.36%
26.76
Multi-Sector Conglomerates
0.49%
0.21%
7.30%
1.29% overvalued
4.38%
20.42
Oils-Energy
0.34%
-0.64%
13.11%
2.23% undervalued
-14.62%
26.16
Retail-Wholesale
-0.21%
-0.87%
0.13%
10.33% undervalued
-7.28%
21.83
Transportation
-0.48%
-1.54%
9.24%
4.95% undervalued
-21.97%
16.33
Utilities
0.46%
-1.29%
12.50%
4.94% overvalued
11.81%
23.23
Sector TalkRetail/Wholesale
Below, we present the latest data on leading Retail/Wholesale Sector stocks
from our Professional Stock Analysis Service. We applied some basic liquidity
criteria--share price greater than $3 and average daily volume in excess of 100k
shares. We have been following the sector closely of late because it has been
correlated so tightly to overall equity price moves.
Company Name
Market Price
Valuation
VRA
VERA BRADLEY
13.85
-23.82%
30.29%
TECD
75.97
6.25%
32.72%
STMP
STAMPS.COM INC
78.67
-33.56%
9.72%
HBP
5.78
N/A
76.76%
PLCE
CHILDRENS PLACE
78.75
-0.53%
35.73%
Company Name
Market Price
Valuation
VRA
VERA BRADLEY
13.85
-23.82%
30.29%
TECD
75.97
6.25%
32.72%
STMP
STAMPS.COM INC
78.67
-33.56%
9.72%
HBP
5.78
N/A
76.76%
PLCE
CHILDRENS PLACE
78.75
-0.53%
35.73%
Company Name
Market Price
Valuation
VRA
VERA BRADLEY
13.85
-23.82%
30.29%
STMP
STAMPS.COM INC
78.67
-33.56%
9.72%
MIK
MICHAELS COS
25.52
-29.50%
1.88%
CAB
CABELAS INC
50.87
-10.83%
13.22%
EBAY
EBAY INC
31.06
-11.21%
9.33%
Company Name
Market Price
Valuation
CONN
CONNS INC
6.85
300.00%
-79.27%
NFLX
NETFLIX INC
93.44
34.77%
-22.87%
PIR
PIER 1 IMPORTS
4.94
33.16%
-57.19%
MELI
MERCADOLIBRE IN
152.25
26.17%
17.87%
ULTA
260.68
23.86%
57.92%
Find out what Wall Street Investment and Media Professionals already know,
ValuEngine offers sophisticated stock valuation and forecast research as well as a
variety of portfolio screening and creation tools.
What's Hot
ValuEngine View Portfolio Rides Brexit
Bounce To 8% Gain
For June/July, we had a great month as the markets shook off the Brexit
fallout and powered up once again. Our long-only ValueEngine View portfolio
matched the upswing perfectly with a big gain of 8.82%. We beat the benchmark
S&P 500's similar gain of 8.39% by 43 bps. The trailing 12 month gain of the VE View is
-5.23% versus the S&P 500 gain of 2.9%. The return since inception of the View is
108.25% versus the S&P's gain of 91.48%.
We had a perfect 100% hit ratio this month with 15/15 winning positions. Seven
of our picks provided double-digit returns with Thor Industries leading the way with a
great 22% pick up. Other double-digit returns came from Cooper-Standard, AMN
Health Care, Employers Holdings, Smith and Wesson, and Windstream. The big gains
meant that none of our picks hit stop-losses levels set at 10%. We will retain those stops
at the 10% level moving forward.
Currently, the Valuation Model finds that 45.37% of the equities to which we
can assign a valuation are overvalued--with 15.22% coming in overvalued at 20% or
more. Seven sectors are calculated to be overvalued. Our valuation figures still show
a "normal" market, with valuations nowhere near that bargain level they presented in
the immediate aftermath of the Brexit vote.
The markets in the US and elsewhere certainly shook off that Brexit panic, with
several indices setting new records over the past few weeks. Many analysts found
that the uncertainty in the EU removed any possible scenario where the Fed would
raise rates any time soon. Of course, that is not to say that some Fed officials don't
favor increases, but the time to hit the brakes may have passed by given the fact
that the US is in the midst of a presidential election, and the central bank is notoriously
skittish about any hint of political bias.
Once again, after this week's meetings, the Fed has stood pat. But, if good
data for the US and world economy holds up, the Fed may push for an increase in
September. Again, we find that the labor market should still be given some room to
run. As always, and as we repeat like a mantra, the balancing act between the dual
mandate of control inflation and foster full employment creates tension.
In our July portfolio, we turnover just four positions. On a sector basis the model
likes Consumer Discretionary stocks and Tech stocks, We add one selection from our
Valuation model's aggressive-growth strategy, one position from our Forecast model's
diversified-growth strategy, and two positions favored by both.
Below are the latest results from our VE View Strategy Newsletter:
Company Name
Entry Price
6/28/16
AHS
37.73
43.84
6.11
16.19
CPS
COOPER-STANDARD
74.61
89.73
15.12
20.27
EIG
EMPLOYERS HLDGS
27.14
31.39
4.25
15.66
HII
HUNTINGTON INGL
159.1
168.51
9.41
5.91
Ticker
Exit Price
Change
7/26/16
%Change
HRL
HORMEL FOODS CP
35.66798
36.81
1.14
3.20
KORS
MICHAEL KORS
46.19
51.68
5.49
11.89
LNT
ALLIANT ENGY CP
39.85
40.4
0.55
1.38
LUV
SOUTHWEST AIR
36.76
37.36
0.60
1.63
RAI
REYNOLDS AMER
52.01
52.31
0.30
0.58
RTN
RAYTHEON CO
134.0732
135.56
1.49
1.11
SWHC
25.61
29.37
3.76
14.68
AT&T INC
41.56462
42.94
1.38
3.31
THO
60.66
74.03
13.37
22.04
VZ
VERIZON COMM
54.19289
55.87
1.68
3.09
WINDSTREAM HLDG
8.29
9.23
0.94
11.34
WIN
LONG PORTFOLIO
GSPC
S&P500
8.82
2000.54
2168.48
167.94
8.39
ValuEngine Forecast
Target
Price*
Expected
Return
1-Month
77.75
1.06%
3-Month
79.40
3.21%
6-Month
80.52
4.67%
1-Year
86.75
12.77%
2-Year
84.44
9.76%
3-Year
81.39
5.80%
1.86% undervalued
Valuation Rank(?)
1.06%
12-M Return
17.45%
Momentum Rank(?)
79
83
49
98
Sharpe Ratio
0.52
24.84%
Volatility
47.37%
Volatility Rank(?)
39
5.70%
33
7.68
Size Rank
95
88
9.39
92
8.89
87
PEG Ratio
1.65
Price/Sales
1.32
Price/Sales Rank(?)
Market/Book
5.11
Market/Book Rank(?)
Beta
2.52
Beta Rank
Alpha
0.09
Alpha Rank
29
58
24
7
74
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