One of the cheapest stocks in our Large Cap 1000 Stock Screener is Louisiana-Pacific Corporation (NYSE: LPX). Louisiana-Pacific Corporation (Louisiana-Pacific), together with its subsidiaries, manufactures building products primarily for use in new home construction, repair and remodeling, and outdoor structures, as well as light industrial and commercial construction applications. It operates through four segments: Siding; North America Oriented Strand Board (OSB); Engineered … Read More
TAM Stock Screener – Stocks Appearing in Greenblatt, Griffin, Cohen Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided … Read More
TAM Stock Screener – Undervalued Thor Industries Inc (NYSE: THO)
One of the cheapest stocks in our Large Cap 1000 Stock Screener is Thor Industries Inc (NYSE: THO). Thor Industries Inc (Thor) is an American manufacturer of recreational vehicles through its subsidiaries. The company mainly sells vehicles in the United States and Canada. The company has two reporting segments: towable recreational vehicles and motorized recreational vehicles. The towable recreational vehicle reportable segment … Read More
TAM Stock Screener – Stocks Appearing in Dalio, Greenblatt, Grantham Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided … Read More
TAM Stock Screener – Stocks Appearing in Marks, Greenblatt, Simons Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided … Read More
TAM Stock Screener – Undervalued Foot Locker Inc (NYSE: FL)
One of the cheapest stocks in our Large Cap 1000 Stock Screener is Foot Locker Inc (NYSE: FL). Foot Locker operates thousands of retail stores throughout the United States, Canada, Europe, Australia, and New Zealand. It also has one franchisee in the Middle East and one in South Korea, each of which operates multiple stores in those regions. The company mainly sells … Read More
AM Stock Screener – Undervalued Peabody Energy Corporation (NYSE: BTU)
One of the cheapest stocks in our Large Cap 1000 Stock Screener is Peabody Energy Corporation (NYSE: BTU). Peabody Energy Corporation (Peabody) mines and sells coal though 26 coal mines in the United States and Australia. Peabody also markets and brokers coal, both as principal and agent, and trades coal and freight-related contracts through offices in China, Australia, the United Kingdom, Germany, … Read More
AM Stock Screener – Stocks Appearing in Buffett, Miller, Tepper Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Warren Buffett, Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided … Read More
AM Stock Screener – Undervalued Fortuna Silver Mines Inc (NYSE: FSM)
One of the cheapest stocks in our All Investable Stock Screener is Fortuna Silver Mines Inc (NYSE: FSM). Fortuna Silver Mines Inc (Fortuna) is a Canadian-based precious metals producer. Its business operations are comprised of mining and related activities in Latin America, including exploration, extraction, and processing of silver-lead, zinc, and silver-gold, and the sale of these products. The company operates the … Read More
AM Stock Screener – Stocks Appearing in Abrams, Greenblatt, Price Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from the … Read More
AM Stock Screener – Undervalued Image Sensing Systems, Inc. (NASDAQ: ISNS)
One of the cheapest stocks in our Small & Micro-Cap Stock Screener is Image Sensing Systems, Inc. (NASDAQ: ISNS). Image Sensing Systems Inc develops and markets software-based computer enabled detection products for use in traffic, safety, security, police and parking applications. The company operates through two segments namely Intersection and Highway. Its Video products are sold in the Intersection segment whereas Radar … Read More
Acquirer’s Multiple Stocks Appearing in Marks, Grantham, Gabelli Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from the … Read More
Acquirer’s Multiple Stocks Appearing in Dalio, Greenblatt, Simons Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from the … Read More
AM Stock Screener – Undervalued United Therapeutics Corporation (NASDAQ: UTHR)
One of the cheapest stocks in our All Investable Stock Screener is United Therapeutics Corporation (NASDAQ: UTHR). United Therapeutics specializes in drug development for pulmonary arterial hypertension, a rare and progressive disease marked by abnormally high blood pressure in the arteries of the lungs. The firm is a market leader in two of the three primary drugs classes used to treat PAH. … Read More
Acquirer’s Multiple Stocks Appearing in Superinvestor Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from the … Read More
Acquirer’s Multiple Stocks Appearing in Icahn, Dalio, Greenblatt Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from the … Read More
Acquirer’s Multiple Stocks Appearing in Greenblatt, Gabelli, Grantham Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from the … Read More
Chart showing Median Acquirer’s Multiple (EV / EBIT Operating Income) and Rolling 12-Month Returns in the Large Cap 1000 Universe (1999 to 2018)
The chart above shows the median acquirer’s multiple (LHS) in the largest 1000 US-listed stocks and ADRs each quarter since 1999 versus the subsequent 12-month returns for the universe (RHS, inverted). The relationship isn’t particularly predictive (R-squared is 0.12). The median acquirer’s multiple right now is 20.11. That sits at the 78th percentile of overvaluation since 1999, which has been an … Read More
Tobias Carlisle: Interview With ‘The Sure Investing Podcast’ On The Acquirer’s Multiple & Deep Value Investing
Here’s a great interview at The Sure Investing Podcast with our Chief here at The Acquirer’s Multiple – Tobias Carlisle. During the interview Tobias discusses his book – The Acquirer’s Multiple and how he developed his deep value investing strategy. To listen to the interview click on the ‘play’ button below: Please take some time to check out some of the other great … Read More
Acquirer’s Multiple Stocks Appearing in Einhorn, Dalio, Greenblatt Portfolios
One of the new weekly additions here at The Acquirer’s Multiple features some of the top picks from our Stock Screeners and some top investors who are holding these same picks in their portfolios. Investors such as Joel Greenblatt, Carl Icahn, Jim Simons, Prem Watsa, Jeremy Grantham, Seth Klarman, Ray Dalio, and Howard Marks. The top investor data is provided from the … Read More