Core Viewpoint - The article emphasizes the importance of value investing and highlights AllianceBernstein (AB) as a strong value stock based on its financial metrics and Zacks Rank [1][2][6]. Company Analysis - AllianceBernstein (AB) currently holds a Zacks Rank of 2 (Buy) and has a Value grade of A, indicating strong potential as a value investment [4]. - The stock has a Forward P/E ratio of 10.89, which is significantly lower than the industry average of 13.57, suggesting that AB may be undervalued [4]. - Over the past 52 weeks, AB's Forward P/E has fluctuated between 9.17 and 12.79, with a median of 10.71, indicating relative stability in its valuation metrics [4]. - AB has a Price-to-Book (P/B) ratio of 2.18, which is also lower than the industry average of 3.08, further supporting the notion of undervaluation [5]. - The P/B ratio for AB has ranged from 1.83 to 2.39 over the past year, with a median of 2.09, reflecting consistent valuation levels [5]. - Overall, the financial metrics suggest that AllianceBernstein is likely undervalued and presents a strong investment opportunity for value investors [6].

Core Insights - Zacks Premium provides various tools for investors to enhance their stock market strategies, including daily updates, research reports, and stock screens [1][2] Zacks Style Scores - Zacks Style Scores are indicators that rate stocks based on value, growth, and momentum, helping investors identify stocks likely to outperform the market in the short term [2][3] - Stocks are rated from A to F, with A indicating the highest potential for outperformance [3] Value Score - The Value Style Score focuses on identifying undervalued stocks using financial ratios such as P/E, PEG, Price/Sales, and Price/Cash Flow [3] Growth Score - The Growth Style Score assesses a company's financial health and future growth potential based on projected and historical earnings, sales, and cash flow [4] Momentum Score - The Momentum Style Score identifies optimal entry points for stocks based on price trends and earnings estimate changes [5] VGM Score - The VGM Score combines the Value, Growth, and Momentum Scores to highlight stocks with the best overall characteristics [6] Zacks Rank - The Zacks Rank is a proprietary model that uses earnings estimate revisions to guide investors, with 1 (Strong Buy) stocks achieving an average annual return of +23.93% since 1988, significantly outperforming the S&P 500 [7][8] - Investors are encouraged to focus on stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal returns [9] Harley-Davidson (HOG) - Harley-Davidson is classified as a 3 (Hold) on the Zacks Rank, with a VGM Score of A and a Value Style Score of A, indicating attractive valuation metrics such as a forward P/E ratio of 5.72 [11][12] - The company has seen an upward revision in earnings estimates, with the Zacks Consensus Estimate increasing by $0.03 to $4.23 per share for fiscal 2025, and an average earnings surprise of +27.6% [12]

Company Overview - Ovintiv (OVV) is focused on the exploration, extraction, and production of oil, LNG, and natural gas in North America, with operations in Canada (Montney Basin) and the United States (Permian Basin) [1] Investment Focus - The company is appealing to investors looking for value in commodity production, particularly those that demonstrate sustained free cash flows, low leverage, and sustainable debt levels [1] - Ovintiv is positioned as a potential investment opportunity due to its operations in less widely covered sectors like oil and gas, as well as in emerging markets, which may offer high margins and medium to long-term investment potential [1] Shareholder Value - The company maintains a pro-shareholder attitude, exemplified by solid and sustained buyback programs and dividend distributions over time [1]

Core Insights - The article emphasizes a value-oriented approach to finance, highlighting that valuation is more indicative of long-term opportunities or risks rather than short- to mid-term timing indicators [1] Group 1 - The author has over five years of experience in consulting and audit firms, including roles in professional valuation, financial planning and analysis (FP&A), and controlling [1] - The written word and presented data are valued more than simple ratings, often leading to hold/neutral ratings even when the inclination is bullish or bearish [1] - The article aims to inform rather than make investment decisions, indicating a focus on providing insights rather than direct recommendations [1] Group 2 - The author has a beneficial long position in shares of GIS and GOOGL, indicating a personal investment interest in these companies [2] - The article expresses the author's own opinions and is not influenced by compensation from companies mentioned [2] - There is a disclaimer that past performance does not guarantee future results, and no specific investment advice is provided [3]

Core Viewpoint - Hotchkis & Wiley, a $35 billion asset management firm, is maintaining its value investing philosophy by focusing on undervalued companies overlooked in the AI-driven market, with manager David Green leading this contrarian approach [1][2]. Company Overview - Hotchkis & Wiley was founded in 1980 and has a long-standing value investing philosophy that emphasizes buying good companies at low valuations [2][3]. - The firm has grown its assets under management from $4 billion at the time of its buyout in 2001 to approximately $35 billion today [3]. Investment Strategy - The Hotchkis & Wiley Value Opportunities Fund, with $767 million in assets, seeks mispriced companies that are not benefiting from the AI boom, such as Workday, Ericsson, and U-Haul [1][2]. - The fund's strategy includes holding 40 to 70 positions, with a focus on companies with strong balance sheets and competitive advantages [4][5]. - The fund has outperformed its benchmark, the Russell 3000 Value Index, with an annualized return of 12.5% since inception, compared to the S&P 500's 9.6% [4]. Key Holdings - Workday, the largest holding at 8% of the portfolio, is viewed as undervalued despite market concerns about its exposure to AI competition [8][9]. - Ericsson, another significant holding, is trading at a low valuation relative to its market position and growth potential in mobile data consumption [10]. - U-Haul, with a market cap of $9 billion, is seen as a classic value play due to its dominant market share and expansion into self-storage, despite current earnings pressures [10]. Market Outlook - Green anticipates modest returns in the broader market, contrasting with the booming AI sector, and believes that disciplined value investors will be well-positioned when market conditions broaden [6][11]. - While acknowledging the transformative potential of AI, Green has not yet observed sufficient returns on investment to justify current spending levels [11].

Core Viewpoint - Kohl's is positioned as a stock appealing to both meme traders and value investors, trading at a significant discount to its intrinsic value despite the meme stock phenomenon continuing into 2025 [1][2]. Group 1: Stock Performance and Market Position - Kohl's share price has increased by 42.63%, reaching $22.43, with a market cap of $1.76 billion [5][8]. - The stock has experienced a 52-week range of $6.04 to $22.45, indicating substantial volatility [6]. - The gross margin stands at 35.97%, and the dividend yield is 3.90% [6]. Group 2: Meme Stock Dynamics - Unlike previous meme stocks that became detached from fundamentals, Kohl's still reflects its underlying profitability [2][4]. - The surge in Kohl's share price last summer was driven by meme traders attempting to initiate a short squeeze, although their influence has diminished compared to 2021 [3][4]. Group 3: Real Estate Value - Kohl's real estate assets have a book value of $9.44 billion, exceeding its current enterprise value by approximately $1 billion [7]. - A previous $60-per-share takeover offer highlighted the value of Kohl's owned real estate, with a private equity firm previously bidding $2 billion solely for these assets [6][8]. Group 4: Future Outlook - The potential for significant returns exists if Kohl's were to sell off its real estate, but the stock's future performance is more likely to depend on the successful execution of an operational turnaround [8].

Group 1 - The article highlights the strong performance of the analyst team, achieving an annualized return of almost 40% over the past decade with a long-only model portfolio return exceeding 23 times [1] - The focus is on providing income-oriented investment options for those preferring lower-risk firms with consistent dividend payouts [1] - The research covers various sectors including energy, shipping, and offshore markets, indicating a comprehensive approach to market analysis [1] Group 2 - The article serves as an update on Barnes & Noble Education, Inc. (BNED), suggesting ongoing interest and analysis of the company's performance [2] - The author has a background in trading, particularly in tech stocks, and has expanded coverage to include offshore drilling, supply, and shipping industries [3] - The author has experience as an auditor and has navigated significant market events, indicating a depth of knowledge in market dynamics [3]

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 ...

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] Group 2: Market Focus - The primary focus is on the Asian equity market, with a particular emphasis on Hong Kong-listed stocks [1] - The service is designed for value investors looking for unique investment opportunities in the region [1]

Group 1 - The Value Lab focuses on long-only value investment ideas, aiming for a portfolio yield of approximately 4% and has performed well over the last five years by engaging in international markets [1][2] - The Valkyrie Trading Society consists of analysts who share high conviction and obscure developed market ideas, targeting downside-limited investments that are expected to yield non-correlated and outsized returns in the current economic environment [2] - The Value Lab provides members with real-time portfolio updates, 24/7 chat support, regular global market news reports, feedback on stock ideas, monthly new trades, quarterly earnings write-ups, and daily macro opinions [2]