Graham Holdings(GHC)

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Graham Holdings(GHC) - 2024 Q2 - Quarterly Report
2024-07-31 12:25
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |------------------------------------------------------------------------|-----------|------------|-------|-------------|---------------|-------|-------|-----------|------------|------------|-------|-------------|-------|-----------| | | | | | | | | | | | | | | | | | The other comprehensive loss consists of the | following | | | components: | | | | | | | | | | | | | | | | | | | Three | Months | Ended | June 30 | | | ...
Recent Price Trend in Graham (GHM) is Your Friend, Here's Why
ZACKS· 2024-07-17 13:51
Investors looking to make a profit from stocks that are currently on the move may find our "Recent Price Strength" screen pretty useful. This predefined screen comes handy in spotting stocks that are on an uptrend backed by strength in their fundamentals, and trading in the upper portion of their 52-week high-low range, which is usually an indicator of bullishness. However, it's not enough to look at the price change for around three months, as it doesn't reflect any trend reversal that might have happened ...
British American Tobacco: Let's Ask Benjamin Graham
Seeking Alpha· 2024-07-10 09:10
Core Viewpoint - British American Tobacco (BTI) is evaluated through Benjamin Graham's framework for defensive stocks, indicating it is a strong investment opportunity despite challenges in the tobacco industry [3][18]. Financial Strength - BTI is classified as a large, prominent, and conservatively financed company, with debt ratings in the upper medium end of the investment grade and a stable or positive outlook [3][4]. - The company has a strong dividend record, exceeding Graham's requirement of continuous payments for over 20 years [3][8]. Growth Potential - BTI has demonstrated adequate earnings growth, with a compound annual growth rate (CAGR) of 3.0% over the past 10 years and 4.0% over the past 5 years, surpassing Graham's minimum growth requirement of 2.9% [4]. - Future growth is expected to be modest, with management anticipating a decline in global tobacco industry volumes by 3%, but low-single-digit organic sales growth driven by new product categories [4][17]. Valuation - The current market P/E ratio for BTI is 6.70x, significantly lower than the Graham P/E of 14.9x, suggesting the stock is undervalued [15][16]. - The estimated Graham number for BTI is approximately $56.6, indicating a 44% discount from its current market price [16]. Market Performance - BTI stock delivered a ~9% total return in the latest quarter, slightly outperforming the market's 8.27% rally [13]. - The stock's high yield of nearly 10% and low P/E ratio present a compelling opportunity for contrarian investors [11][19]. Industry Challenges - The tobacco industry faces declining cigarette volumes and increasing regulatory scrutiny, which could impact future growth [17]. - BTI's revenue is significantly derived from emerging markets, which may introduce volatility due to political and economic factors [17].
Residential Home Health and Hospice Named 2024 Top Workplace
Prnewswire· 2024-07-08 14:56
ST. LOUIS, July 8, 2024 /PRNewswire/ -- Residential Home Health and Hospice, a division of Graham Healthcare Group, is proud to announce that it has been named a 2024 Top Workplace by the St. Louis PostDispatch. This is the fourth year that Residential has received this honor in the St. Louis market. Winners are determined based solely on employee feedback gathered through a third-party survey administered by employee engagement technology partner, Energage. The confidential survey uniquely measures the emp ...
Well+Good and Philips Sonicare Team Up for Self-Care Switch Up to Encourage Healthier Smiles
Newsfilter· 2024-06-12 12:00
Hosted by TV personality Erin Lim Rhodes, the videos give viewers an exclusive look into the self-care routines of actress Jenny Slate and fashion expert Tan France. Viewers get a peek into the everyday practices familiar faces turn to for a daily reset, all while explaining that switching to efficient and effective tools, like a Philips Sonicare power toothbrush, is the ultimate self-care ritual upgrade. Philips Sonicare is encouraging viewers to make the Sonicare Switch and trade up to a power toothbrush, ...
Why Graham Stock Is Up Big Today
The Motley Fool· 2024-06-07 18:16
A pivot by industrial manufacturer Graham (GHM 10.09%) toward defense appears to be producing results, and investors are excited about the opportunity from here. Graham designs and manufactures fluid, power, heat-transfer, and vacuum technologies for a range of industries. The company has nearly doubled revenue since 2021, from $97.5 million to $185.5 million, with defense sales going from about one-quarter of the total four years ago to 54% today. The company also received a $13.5 million investment from a ...
Motor City Moves: 3 Ways to Profit from Detroit's Comeback
InvestorPlace· 2024-05-02 12:35
Detroit’s comeback is nothing short of a miracle. As a city, it was dead and buried as recently as 2013, when it declared bankruptcy with more than $18 billion in debt. It has come a long way since those dark days. It’s not perfect — no city is. However, it’s attracting attention from various places, including the NFL, which held its annual draft in Detroit from April 25 to April 27. Approximately 270,000 people attended the first day — not too shabby. I grew up in Toronto, a three-hour drive down the 401 f ...
Graham Holdings(GHC) - 2024 Q1 - Quarterly Results
2024-05-01 12:36
Exhibit 99.1 Contact: Wallace R. Cooney For Immediate Release (703) 345-6470 May 1, 2024 Debt, Cash and Marketable Equity Securities At March 31, 2024, the Company had $815.6 million in borrowings outstanding at an average interest rate of 6.4%, including $108.1 million outstanding on its $300 million revolving credit facility. Cash, marketable equity securities and other investments totaled $981.9 million at March 31, 2024. Overall, the Company recognized $104.2 million and $18.0 million in net gains on ma ...
Graham Holdings(GHC) - 2024 Q1 - Quarterly Report
2024-05-01 12:27
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q ☒ Quarterly Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 For the Quarterly Period Ended March 31, 2024 or ☐ Transition Report Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Commission File Number 001-06714 GRAHAM HOLDINGS COMPANY (Exact name of registrant as specified in its charter) Delaware 53-0182885 (State or other jurisdiction of incorporation or organization) 1300 No ...
Graham Holdings Company: Lack Of Growth And Poor Capital Allocation Dilute Confidence On Dividend Outlook
Seeking Alpha· 2024-04-06 10:34
Editor's note: Seeking Alpha is proud to welcome John-Paul Lake as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » Untangling all of the business units reveals lackluster growth engines. malerapaso/E+ via Getty Images Investment Thesis My goal is to identify the future Dividend Aristocrats or Champions, and this article examines whether Graham Holdings Com ...