Has The Price-To-Book Metric Become Redundant – O’Shaughnessy Asset Management

Johnny HopkinsInvesting StrategyLeave a Comment

Just finished reading a great paper by O’Shaughnessy Asset Management that discusses whether the traditional Price-to-Book metric has become redundant because of the increase in shareholder transactions, primarily through the increase in share repurchases. Here’s an excerpt from that paper: Value has broadly been accepted as an investing style and, historically, portfolios … Read More

Undervalued Cisco Systems, FCF/EV Yield 10%, Shareholder Yield 5% – Large Cap 1000 U.S. Stock Screener

Johnny HopkinsStocksLeave a Comment

One of the cheapest stocks in our Large Cap 1000 U.S. Stock Screener is Cisco Systems, Inc. (NASDAQ:CSCO). Cisco Systems, Inc. (Cisco) designs and sells a range of products, provides services and delivers integrated solutions to develop and connect networks around the world. The company operates through three geographic segments: Americas; Europe, … Read More

Undervalued WellCare Health Plans – More Room For Growth, FCF/EV Yield 28% – All Investable Stock Screener

Johnny HopkinsStocksLeave a Comment

One of the cheapest stocks in our All Investable Stock Screener is WellCare Health Plans, Inc (NYSE:WCG). WellCare Health Plans, Inc. (WellCare) is a managed care company. The company focuses on government-sponsored managed care services, primarily through Medicaid, Medicare Advantage (MA) and Medicare Prescription Drug Plans (PDPs), to families, children, seniors … Read More