Lowe's Companies is a home improvement retailer. The company provides home improvement products in lumber and building materials, appliances, seasonal and outdoor living, tools and hardware, fashion fixtures, rough plumbing and electrical, paint, millwork, lawn and garden, flooring, and kitchens categories. The company provides installation services through independent contractors in product categories, including appliances, flooring, kitchens, lumber and building materials, and millwork. The company also provides extended protection plans for various products within the appliances, kitchens, fashion fixtures, millwork, rough plumbing and electrical, seasonal and outdoor living, and tools and hardware categories.
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Fiserv, Inc. (FISV:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 18.2x Uniform P/E. At these levels, markets are pricing in bearish expectations for the firm, and management may have concerns about omni-channel commerce trends, fintech issuer revenue, and the Clover platform. Specifically, management may have concerns about the sustainability of omnichannel commerce shifts as well as KKR's sale of First Data shares. In addition, they may lack confidence in their ability to sustain online commerce volume and maintain revenue from fintech issu...
General Motors Company (GM:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 13.0x Uniform P/E. At these levels, the market is pricing in expectations for profitability to remain muted, but management is confident about their adjusted EBIT guidance, pricing strength, and zero-emissions initiatives. Specifically, management is confident they are raising 2021 adjusted EBIT guidance to $11.5 billion-$13.5 billion and they exceeded expectations by driving a strong price mix in North America. In addition, they are confident they have put tools in pla...
Amedisys, Inc. (AMED:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 23.4x Uniform P/E. At these levels, the market is pricing in bullish expectations for the firm, but management may have concerns about their hospice business, staffing challenges, and overall business growth. Specifically, management may have concerns about continued headwinds to its hospice business amid lingering pandemic impacts and the pace of the hospice business recovery. They may also have concerns about declining average daily census (ADC), high contractor costs, and ...
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