Here are the most attractively priced stocks in David Tepper’s portfolio. Investors may want to take a closer look at the names below. Appaloosa’s Most Undervalued Holdings To determine which stocks are trading below their intrinsic value, aka “fair value” I used the finbox.io Fair Value estimates. I also wanted to blend in some indication of… Keep Reading
Vicor Corporation (NASDAQ: VICR), an industrials business with a market capitalization of $2.0 billion, saw its share price increase by 30.8% over the last month. As a mid-cap stock, hardly covered by analysts, there is generally more of an opportunity for mispricing as there is less activity to push the stock closer to fair value. However,… Keep Reading
Textron Inc. (NYSE: TXT), an industrials business with a market capitalization of $17.7 billion, currently trades at an EBITDA Multiple of 12.1x which is above the sector’s median multiple of 11.7x. Although this makes TXT look unattractive, investors may change their mind after reviewing the assumptions behind the EV / EBITDA ratio. In the post below,… Keep Reading
Littelfuse, Inc. (NASDAQ: LFUS) generated an above average return on equity of 10.2% over the past twelve months, while the Information Technology sector returned 2.9%. Even though Littelfuse’s performance is impressive relative to its peers, it’s useful to understand what’s really driving the company’s healthy ROE and how it’s trending. Understanding these components may change your… Keep Reading
Genuine Parts Company (NYSE: GPC) trades at a P/E multiple of 21.8x, which is higher than the Consumer Discretionary sector median of 18.7x. While this makes GPC appear like a stock to avoid or sell if you own it, you might change your mind after gaining a better understanding of the assumptions behind the P/E ratio.… Keep Reading