Group 1 - The analyst has over 10 years of experience researching more than 1000 companies across various sectors including commodities and technology [1] - The focus has shifted from writing a blog to creating a value investing-focused YouTube channel, covering hundreds of companies [1] - The analyst expresses a particular interest in metals and mining stocks, while also being comfortable with consumer discretionary, REITs, and utilities [1]

Like other value investing dinosaurs, $35 billion Hotchkis & Wiley made its name filling its funds with cheap, unloved stocks. Here’s how manager David Green is keeping the old-school philosophy alive in a market dominated by a handful of AI giants. https://t.co/46b18VYQyq https://t.co/blfxkrm3IM ...

Core Viewpoint - The article emphasizes the importance of fundamental analysis in identifying undervalued companies with long-term growth potential, advocating for a value investing approach that focuses on buying quality companies at a discount to their intrinsic value and holding them for the long term to maximize earnings and shareholder returns. Group 1 - The investment strategy combines value investing principles with a focus on long-term growth [1] - The approach involves purchasing quality companies at a price lower than their intrinsic value [1] - The goal is to allow companies to compound their earnings and enhance shareholder returns over time [1]

Core Insights - The article compares Atmus Filtration Technologies (ATMU) and Ferrari (RACE) to determine which stock is a better undervalued investment option for investors in the Automotive - Original Equipment sector [1] Group 1: Zacks Rank and Earnings Estimates - Atmus Filtration Technologies has a Zacks Rank of 2 (Buy), indicating a positive earnings outlook, while Ferrari has a Zacks Rank of 3 (Hold) [3] - The Zacks Rank system emphasizes companies with strong earnings estimate revisions, suggesting that ATMU is likely experiencing a more favorable earnings outlook compared to RACE [3] Group 2: Valuation Metrics - ATMU has a forward P/E ratio of 20.03, significantly lower than RACE's forward P/E of 37.25, indicating that ATMU may be undervalued relative to RACE [5] - The PEG ratio for ATMU is 3.46, while RACE has a PEG ratio of 4.20, suggesting that ATMU offers better value when considering expected earnings growth [5] - ATMU's P/B ratio is 12.9, compared to RACE's P/B of 21.57, further indicating that ATMU is more attractively valued [6] Group 3: Value Grades - Based on various valuation metrics, ATMU holds a Value grade of B, while RACE has a Value grade of D, reinforcing the notion that ATMU is the better investment option for value investors at this time [6]

Core Insights - Cognizant (CTSH) is currently rated as a 2 (Buy) by Zacks Rank, while Hexagon AB Unsponsored ADR (HXGBY) holds a 3 (Hold) rating, indicating a more favorable outlook for CTSH in terms of earnings estimates [3] - Value investors utilize various traditional metrics to identify undervalued stocks, including P/E ratio, P/S ratio, earnings yield, and cash flow per share [4] Valuation Metrics - CTSH has a forward P/E ratio of 15.26, significantly lower than HXGBY's forward P/E of 24.37, suggesting that CTSH may be undervalued [5] - The PEG ratio for CTSH is 1.64, while HXGBY's PEG ratio is 3.03, indicating that CTSH has a more favorable earnings growth outlook relative to its price [5] - CTSH's P/B ratio stands at 2.6 compared to HXGBY's P/B of 2.71, further supporting the argument that CTSH is more attractively valued [6] Conclusion - Based on stronger estimate revision activity and more attractive valuation metrics, CTSH is positioned as the superior option for value investors compared to HXGBY [7]

Investors looking for stocks in the Waste Removal Services sector might want to consider either H20 (HTO) or Waste Management (WM) . But which of these two companies is the best option for those looking for undervalued stocks? Let's 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 is a proven strategy that targets companies with positive earnings estimate ...

Core Viewpoint - Investors in the Banks - Foreign sector may find Deutsche Bank (DB) more attractive than National Australia Bank Ltd. (NABZY) for value investing opportunities [1] Group 1: Zacks Rank and Valuation Metrics - Deutsche Bank has a Zacks Rank of 1 (Strong Buy), indicating a more favorable earnings estimate revision trend compared to National Australia Bank Ltd., which has a Zacks Rank of 2 (Buy) [3] - Value investors focus on various valuation metrics, including P/E ratio, P/S ratio, earnings yield, and cash flow per share to identify undervalued companies [4] Group 2: Valuation Comparisons - DB has a forward P/E ratio of 9.95, significantly lower than NABZY's forward P/E of 17.13, suggesting DB is undervalued [5] - The PEG ratio for DB is 0.38, while NABZY's PEG ratio is 6.01, indicating DB's expected EPS growth is more favorable [5] - DB's P/B ratio is 0.76, compared to NABZY's P/B of 2.07, further supporting DB's valuation attractiveness [6] Group 3: Conclusion for Value Investors - Stronger estimate revision activity and more attractive valuation metrics position Deutsche Bank as the superior option for value investors at this time [7]

Core Insights - The article emphasizes the focus on value investing in Asia, particularly in Hong Kong, targeting stocks with significant discrepancies between market price and intrinsic value [1] - It highlights two main categories of investment opportunities: deep value balance sheet bargains and wide moat stocks, which are characterized by their strong competitive advantages [1] Group 1: Investment Strategy - The research service aims to identify deep value stocks, such as net cash stocks and low price-to-book (P/B) ratio stocks, which are available at a discount [1] - It also seeks wide moat stocks, which are high-quality businesses with sustainable competitive advantages, often referred to as "Magic Formula" stocks [1] - Monthly updates and watch lists are provided to keep investors informed about potential investment opportunities [1]

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 ...

分组1 - The article discusses Kimco Realty (KIM), highlighting its solid fundamentals, tenant portfolio, and overall high quality, but notes that the risk-reward was not attractive at the previous price point [1] - The author has over 10 years of experience researching companies across various sectors, including commodities and technology, and has transitioned to a value investing-focused YouTube channel [2] 分组2 - The article does not provide any specific financial metrics or performance data related to Kimco Realty or the broader market [4]