Workflow
Value Investing
icon
Search documents
Installed Building Products: Hard To Justify Current Valuation With Poor Near-Term Outlook (Rating Downgrade)
Seeking Alpha· 2025-08-12 17:58
Following my coverage on Installed Building Products, Inc. (NYSE: IBP ) in September ’23, in which I recommended a buy rating due to my expectation that the demand outlook was solid and IBP should ride on thatI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to c ...
AGM or ZG: Which Is the Better Value Stock Right Now?
ZACKS· 2025-08-12 16:41
Investors interested in stocks from the Financial - Mortgage & Related Services sector have probably already heard of Federal Agricultural Mortgage (AGM) and Zillow Group (ZG) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.We have found that the best way to discover great value opportunities is to pair a strong Zacks Rank with a great grade in the Value category of our Style Scores system. The Zacks Rank favors stocks with stro ...
YETI vs. POOL: Which Stock Is the Better Value Option?
ZACKS· 2025-08-12 16:41
Investors looking for stocks in the Leisure and Recreation Products sector might want to consider either Yeti (YETI) or Pool Corp. (POOL) . But which of these two companies is the best option for those looking for undervalued stocks? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The Zacks Rank is a proven strategy that targets companie ...
NWPX vs. KNF: Which Stock Is the Better Value Option?
ZACKS· 2025-08-12 16:41
Investors interested in stocks from the Building Products - Miscellaneous sector have probably already heard of NWPX Infrastructure (NWPX) and Knife River (KNF) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The proven Zacks Rank ...
Rakuten: Staying Bullish On EBITDA Beat And Re-Rating Potential
Seeking Alpha· 2025-08-12 16:00
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e., buying assets at a discount, e.g., net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e., buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions, and wide moat compounders). Sign up here to get s ...
Clorox: Soon To Be A Dividend King
Seeking Alpha· 2025-08-12 15:40
Consumer staples stocks are some of the most reliable dividend payers in the stock market. Demand for everyday products remains steady, even during recessions, which makes it an appealing industry for investors looking for consistent dividends. That’s whyTQP Research is run by a Certified Public Accountant (CPA) with several years of experience in structured finance and banking.TQP Research follows a value-oriented investment approach by identifying businesses that meet the criteria for long-term success ta ...
Safehold: Deep Discount To NAV, Steady Income, And A Long-Term Land Play
Seeking Alpha· 2025-08-12 12:54
I have a B.Tech degree in Mechanical Engineering from a top school in India. For nearly twenty five years, I have worked in the oil and gas sector, primarily in the Middle East. I work at the intersection of engineering, operations, and project management in an industry that does not forgive mistakes - so I have learned to be efficient, careful, and disciplined. These traits inform my investment strategy. For much of my professional career, I have maintained a serious and sustained interest in the U.S. equi ...
IGSB: Unemployment And Growth Mandate Focus Counter Credit Bets
Seeking Alpha· 2025-08-12 06:50
Group 1 - The Value Lab focuses on long-only value investment strategies, aiming to identify mispriced international equities with a target portfolio yield of approximately 4% [1][2] - The iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ: IGSB) has performed in line with the credit risk premium during the interim period since the last coverage [2] - The Valkyrie Trading Society consists of analysts who share high conviction investment ideas that are expected to yield non-correlated and outsized returns in the current economic environment [3]
Agnico Eagle Mines: Likely Not The End Of Their Growth Story
Seeking Alpha· 2025-08-12 02:31
Company Overview - Agnico Eagle Mines is recognized as one of the largest and highest-quality gold miners, focusing on low-risk jurisdictions such as Canada, Finland, and Australia [1] - The company boasts one of the lowest All-In Sustaining Costs (AISC) in the industry, indicating efficient cost management in gold production [1] Analyst Background - The analyst has over 10 years of experience researching companies across various sectors, including commodities like oil, natural gas, gold, and copper, as well as technology and emerging market stocks [1] - The analyst has transitioned from writing a blog to creating a value investing-focused YouTube channel, where extensive research on hundreds of companies has been conducted [1] - The analyst expresses a particular interest in metals and mining stocks, while also being comfortable with other industries such as consumer discretionary/staples, REITs, and utilities [1]
Nerdy: Consider Both Growth And Profitability (Rating Downgrade)
Seeking Alpha· 2025-08-11 20:03
Asia Value & Moat Stocks is a research service for value investors seeking Asia-listed stocks with a huge gap between price and intrinsic value, leaning towards deep value balance sheet bargains (i.e. buying assets at a discount e.g. net cash stocks, net-nets, low P/B stocks, sum-of-the-parts discounts) and wide moat stocks (i.e. buying earnings power at a discount in great companies like "Magic Formula" stocks, high-quality businesses, hidden champions and wide moat compounders). Sign up here to get starte ...