back. Let's talk about these other moves from Bellski. Um, so you added to Goldman Sachs, um, clearly after President Trump posted on Truth Social about David and their economist.Clearly, that was your buy signal. Uh, US Bank Corp and Metife. Tell me more.Yeah, we took out Black Rockck. Uh, and these are all positions within our value portfolio. Black Rockck to us isn't so much a value stock anymore.We still own it in our dividend growth portfolio, but stocks at 28 times earnings, hitting all-time highs. cu ...

Core Viewpoint - Alithya Group (ALYAF) is currently positioned as a more attractive investment compared to Symbotic Inc. (SYM) based on various valuation metrics and earnings outlook [1][3][6] Valuation Metrics - ALYAF has a forward P/E ratio of 8.77, significantly lower than SYM's forward P/E of 228.75 [5] - The PEG ratio for ALYAF is 0.63, indicating a favorable valuation relative to its expected earnings growth, while SYM's PEG ratio stands at 7.63 [5] - ALYAF's P/B ratio is 1.24, contrasting sharply with SYM's P/B ratio of 68.13, further highlighting ALYAF's superior valuation [6] Analyst Outlook - ALYAF holds a Zacks Rank of 1 (Strong Buy), reflecting a positive earnings estimate revision trend, while SYM has a Zacks Rank of 3 (Hold) [3] - The strong earnings outlook for ALYAF contributes to its Value grade of A, whereas SYM has a Value grade of F, indicating a less favorable investment profile [6]

Core Viewpoint - Lithia Motors, Inc. (NYSE: LAD) has reported increased earnings in the second quarter of 2025, which may attract both growth and value investors despite a generally depressed share price [1] Company Summary - Lithia Motors, Inc. has shown a positive trend in earnings for the second quarter of 2025, indicating potential for growth [1] - The current share price is described as mostly depressed, suggesting a possible undervaluation that could appeal to value investors [1] Investor Profile - Robert F. Abbott, a seasoned investor since 1995, has experience in managing family accounts and has incorporated options trading into his strategy since 2010 [1] - Abbott's background includes a Bachelor of Arts and an MBA, highlighting a solid educational foundation in business and finance [1]

Core Insights - Five9 (FIVN) and Autodesk (ADSK) are both considered for investors looking for undervalued stocks in the Internet - Software sector [1] - Both companies currently hold a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to favorable analyst estimate revisions [3] Valuation Metrics - FIVN has a forward P/E ratio of 9.01, significantly lower than ADSK's forward P/E of 31.39, suggesting FIVN may be undervalued [5] - The PEG ratio for FIVN is 0.64, while ADSK's PEG ratio is 1.99, indicating FIVN's expected earnings growth is more favorable relative to its price [5] - FIVN's P/B ratio stands at 2.7, compared to ADSK's P/B of 24.74, further supporting the notion that FIVN is undervalued [6] Value Grades - Based on various valuation metrics, FIVN holds a Value grade of B, while ADSK has a Value grade of F, highlighting FIVN as the superior value option [6][7]

Core Insights - FUCHS SE - Unsponsored ADR (FUPBY) is currently viewed as a more attractive investment option compared to Hawkins (HWKN) based on various valuation metrics and earnings outlook [3][7]. Valuation Metrics - FUPBY has a forward P/E ratio of 16.92, significantly lower than HWKN's forward P/E of 36.97, indicating that FUPBY may be undervalued [5]. - The PEG ratio for FUPBY is 1.95, while HWKN's PEG ratio stands at 2.70, suggesting that FUPBY offers better value relative to its expected earnings growth [5]. - FUPBY's P/B ratio is 3.12, compared to HWKN's P/B of 6.84, further highlighting FUPBY's more favorable valuation [6]. Earnings Outlook - FUPBY has experienced stronger estimate revision activity, which is a positive indicator for its earnings outlook compared to HWKN [7]. Value Grades - FUPBY has received a Value grade of B, while HWKN has a Value grade of D, reflecting the overall assessment of their valuation metrics [6].

Core Insights - Kyndryl Holdings, Inc. (KD) and AppLovin (APP) are being compared for their value to investors in the Technology Services sector [1] - KD has a Zacks Rank of 2 (Buy) while APP has a Zacks Rank of 3 (Hold), indicating a more favorable earnings outlook for KD [3] Valuation Metrics - KD has a forward P/E ratio of 17.78, significantly lower than APP's forward P/E of 44.28 [5] - KD's PEG ratio is 0.71, while APP's PEG ratio is 2.21, suggesting that KD is expected to grow earnings at a more favorable rate relative to its price [5] - KD's P/B ratio is 6.9 compared to APP's P/B of 218.13, indicating that KD is more reasonably valued in terms of its book value [6] Investment Conclusion - Based on stronger estimate revision activity and more attractive valuation metrics, KD is considered the superior investment option for value investors at this time [7]

Core Insights - The article compares Banco Macro (BMA) and Banco Itau (ITUB) to determine which stock offers better value for investors [1] Valuation Metrics - Banco Macro has a Zacks Rank of 1 (Strong Buy), while Banco Itau has a Zacks Rank of 2 (Buy), indicating a stronger earnings outlook for BMA [3] - BMA's forward P/E ratio is 7.43, compared to ITUB's 9.03, suggesting BMA is more attractively priced [5] - The PEG ratio for BMA is 0.28, indicating better value relative to expected earnings growth compared to ITUB's PEG ratio of 1.02 [5] - BMA's P/B ratio is 1.14, while ITUB's P/B ratio is 1.97, further supporting BMA's valuation advantage [6] - Based on these metrics, BMA earns a Value grade of B, while ITUB receives a Value grade of D [6] Conclusion - Overall, BMA is positioned as the superior value option due to its solid earnings outlook and favorable valuation metrics [7]

Core Insights - Lululemon's stock has declined 30% since the announcement of Q1 2025 earnings, currently priced at approximately $229, reflecting a 40% drop year-to-date, while the S&P 500 has increased by 2% [2] - Despite the stock decline, Lululemon reported strong financial results with a 7% revenue increase to $2.37 billion and a 2% year-over-year EPS growth to $2.60, slightly exceeding expectations [2] - The market reaction appears driven by sentiment rather than fundamentals, as the company maintains strong financial health [2] Financial Performance - Lululemon has achieved a revenue CAGR of 19% over the last three years, significantly outperforming the S&P 500's 5.5% [5] - In the past 12 months, sales increased by 10% to nearly $11 billion, supported by a growing global presence and brand equity [5] - The company reported a 23.4% operating margin and an 18.8% operating cash flow margin, both significantly above market averages [6] Valuation Metrics - Lululemon's trailing earnings multiple is 15x, substantially below its historical average and the broader market's 27x [3] - The price-to-free-cash-flow ratio stands at 21x, only marginally above the S&P 500 average, indicating a favorable valuation for a company with superior margins and growth [3] - With a market cap of $27 billion and trailing free cash flow of $1.6 billion, Lululemon achieves a cash flow yield of nearly 6% [3] Financial Strength - The company's balance sheet is robust, with a debt-to-equity ratio of only 6.0%, well below the S&P 500's 19.4% [7] - Lululemon holds $1.3 billion in cash, representing 17.8% of its total assets, indicating low leverage and high liquidity [7] - This financial strength positions the company well for investment, expansion, or enduring downturns [7] Market Vulnerability - Lululemon has experienced significant stock declines during market corrections, including a 46% drop during the 2022 downturn [8] - The company is vulnerable to market fluctuations, as evidenced by mixed results and cautious guidance in Q1 [9] - Despite these vulnerabilities, long-term fundamentals remain strong [9]

Core Insights - Lululemon's stock is currently trading at approximately $331, perceived as undervalued based on strong fundamentals despite market volatility [1] - The company reported Q1 2025 results with a 7% revenue increase to $2.37 billion and EPS of $2.60, surpassing expectations, but faced a 1% increase in same-store sales and a revised full-year outlook, leading to a 22% decline in after-hours trading [1][8] Financial Performance - Lululemon exhibits a trailing P/E ratio of about 18x and a P/FCF ratio of 19x, both below S&P 500 averages, indicating a value stock profile despite high performance [2] - The company has a three-year revenue CAGR of 19%, significantly outpacing the S&P 500's 5.5%, with annual sales reaching approximately $11 billion [3] - Operating margin stands at 23.7%, nearly double the S&P 500's 13.2%, with operating cash flow and net income margins at 21.5% and 17.1%, respectively, showcasing elite performance [4] Financial Strength - Lululemon's balance sheet is robust, with a debt-to-equity ratio of 4.9%, well below the S&P 500 average of 19.9%, and a cash-to-assets ratio of 26.1%, exceeding the market's 13.8% [5] - This strong financial position allows the company to withstand downturns and invest in growth opportunities [5] Market Behavior - Lululemon has shown significant declines during market corrections, with a 46% drop in 2022, a 47% decline during the early COVID-19 shock, and a 92% fall during the 2008 crash, indicating vulnerability to market sentiment [6] - Despite strong fundamentals, the stock's performance can be heavily influenced by market conditions [6][7] Investment Considerations - The company is characterized by strong growth, solid profitability, and a fortified balance sheet, but investors should be aware of its susceptibility to market downturns [7] - The recent Q1 results highlight immediate challenges while maintaining long-term fundamental integrity, suggesting a cautious approach for potential investors [8]

Core Insights - Gorman-Rupp (GRC) is currently viewed as a more attractive investment option compared to Trimble Navigation (TRMB) for value investors due to its stronger earnings outlook and better valuation metrics [3][7]. Valuation Metrics - GRC has a forward P/E ratio of 19.61, while TRMB has a higher forward P/E of 24.68 [5]. - The PEG ratio for GRC is 1.51, indicating a more favorable growth outlook compared to TRMB's PEG ratio of 2.47 [5]. - GRC's P/B ratio stands at 2.69, which is lower than TRMB's P/B ratio of 3.14, suggesting GRC is undervalued relative to its book value [6]. Earnings Estimate Revisions - GRC has experienced stronger estimate revision activity, which is a positive indicator for its earnings outlook compared to TRMB [7].