Market Overview - Wall Street experienced a decline as financial stocks fell due to renewed policy concerns, impacting investor confidence [1] - The Dow Jones Industrial Average dropped by 0.80% (398.21 points) to close at 49,191.99, while the S&P 500 and Nasdaq Composite fell by 0.19% (13.53 points) to 6,963.74 and 0.10% (24.03 points) to 23,709.87 respectively [2] Value Investing Insights - Amid elevated macro uncertainty, value stocks are seen as a disciplined path to returns, often trading below their intrinsic value and providing a safety margin [3] - The Price to Cash Flow (P/CF) ratio is highlighted as an effective valuation metric for evaluating value stocks, with lower ratios indicating better financial health [4][7] Company Analysis - Universal Health Services, Inc. (UHS), The PNC Financial Services Group, Inc. (PNC), Global Payments Inc. (GPN), and BioMarin Pharmaceutical Inc. (BMRN) are identified as companies with low P/CF ratios, indicating potential investment opportunities [4][10] - UHS is projected to grow FY sales and EPS by 9.7% and 31.4% respectively, with a trailing four-quarter earnings surprise average of 15.2% [10][15] - PNC is expected to see growth of 7% in sales and 15% in EPS, with shares rising by 6% in the past year [16] - GPN anticipates growth of 1.7% in sales and 5.8% in EPS, despite a share price decline of 28.9% over the past year [17] - BioMarin is projected to grow sales by 11.1% and EPS by 2.3%, with shares falling by 10.3% in the past year [18]
4 Value Stocks to Buy As Wall Street Weighs Trump Policies