reports
- MarketLine Department
GAMCO Investors Inc - Strategy, SWOT and Corporate Finance Report
Summary GAMCO Investors Inc - Strategy, SWOT and Corporate Finance Report, is a source of comprehensive company data and information. The report covers the company's structure, operation, SWOT analysis, product and service offerings and corporate actions, providing a 360˚ view of the company. Key Highlights GAMCO Investors Inc (GAMCO), a subsidiary of GGCP, Inc, is a provider of investment advisory and asset management solutions to open-and close-ended funds, and private wealth management and...
For FEDERATED HERMES, the environment deterioration entails a downgrad...
FEDERATED HERMES (US), a company active in the Asset Managers industry, now shows a lower overall rating. The independent financial analyst theScreener just confirmed the fundamental rating of 4 stars out of 4, as well as the stock market behaviour of the title as moderately risky. However, environmental deterioration penalises the general evaluation, which is downgraded to Neutral. As of the analysis date November 26, 2021, the closing price was USD 34.22 and its expected value was estimated at...
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
RGLD ROYAL GOLD INC
BLMN BLOOMIN' BRANDS INC.
NEM NEWMONT CORPORATION
XEL XCEL ENERGY INC.
VZ VERIZON COMMUNICATIONS INC.
TYL TYLER TECHNOLOGIES INC.
T AT&T INC.
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A
RMD RESMED INC.
REGN REGENERON PHARMACEUTICALS INC.
POWI POWER INTEGRATIONS INC.
NDAQ NASDAQ INC.
MCRI MONARCH CASINO & RESORT INC.
ENDP ENDO INTERNATIONAL PLC
DUK DUKE ENERGY CORPORATION
DECK DECKERS OUTDOOR CORPORATION
CPT CAMDEN PROPERTY TRUST
CMS CMS ENERGY CORPORATION
CLX CLOROX COMPANY
CL COLGATE-PALMOLIVE COMPANY
CHTR CHARTER COMMUNICATIONS INC. CLASS A
CHCT COMMUNITY HEALTHCARE TRUST INCORPORATED
CBOE CBOE GLOBAL MARKETS INC
AVD AMERICAN VANGUARD
ARWR ARROWHEAD PHARMACEUTICALS INC.
AMSF AMERISAFE INC.
AEP AMERICAN ELECTRIC POWER COMPANY INC.
AEE AMEREN CORPORATION
FHI FEDERATED HERMES INC. CLASS B
MAT MATTEL INC.
AJG ARTHUR J. GALLAGHER & CO.
UTHR UNITED THERAPEUTICS CORPORATION
TRHC TABULA RASA HEALTHCARE
AMZN AMAZON.COM INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
ADNT ADIENT PLC
LTHM LIVENT
NLOK NORTONLIFELOCK INC.
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
ROP ROPER TECHNOLOGIES INC.
PIPR PIPER SANDLER COMPANIES
PEP PEPSICO INC.
DOV DOVER CORPORATION
NOW SERVICENOW INC.
XEL XCEL ENERGY INC.
V VISA INC. CLASS A
UCTT ULTRA CLEAN HOLDINGS INC.
TYL TYLER TECHNOLOGIES INC.
TBK TRIUMPH BANCORP INC.
SMG SCOTTS MIRACLE-GRO COMPANY CLASS A
SF STIFEL FINANCIAL CORP.
SEIC SEI INVESTMENTS COMPANY
SBNY SIGNATURE BANK
PH PARKER-HANNIFIN CORPORATION
PENN PENN NATIONAL GAMING INC.
OPB OPUS BANK
NTCT NETSCOUT SYSTEMS INC.
MTH MERITAGE HOMES CORPORATION
MSCI MSCI INC. CLASS A
MDLZ MONDELEZ INTERNATIONAL INC. CLASS A
MCRI MONARCH CASINO & RESORT INC.
LLY ELI LILLY AND COMPANY
HSY HERSHEY COMPANY
HELE HELEN OF TROY LIMITED
GS GOLDMAN SACHS GROUP INC.
ENVA ENOVA INTERNATIONAL INC
CRM SALESFORCE.COM INC.
CPRT COPART INC.
CASH META FINANCIAL GROUP INC.
CACI CACI INTERNATIONAL INC CLASS A
BYD BOYD GAMING CORPORATION
APD AIR PRODUCTS AND CHEMICALS INC.
AMP AMERIPRISE FINANCIAL INC.
ADM ARCHER-DANIELS-MIDLAND COMPANY
WTS WATTS WATER TECHNOLOGIES INC. CLASS A
FBHS FORTUNE BRANDS HOME & SECURITY INC.
FHI FEDERATED HERMES INC. CLASS B
KO COCA-COLA COMPANY
RL RALPH LAUREN CORPORATION CLASS A
WRB W. R. BERKLEY CORPORATION
KNSL KINSALE CAPITAL GROUP INC.
SBAC SBA COMMUNICATIONS CORP. CLASS A
MSFT MICROSOFT CORPORATION
FG FGL HOLDINGS CLASS A
CDAY CERIDIAN HCM HOLDING INC.
LTHM LIVENT
TCF TCF FINANCIAL CORPORATION
- Valens Research
Valens Equity Insights and Inflections - 2019 12 17
LOW currently trades above historical averages relative to UAFRS-based (Uniform) Earnings, with a 26.5x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to expand from 11% in 2019 to 17% in 2024, accompanied by immaterial Uniform Asset shrinkage going forward. Meanwhile, analysts have more muted expectations, projecting Uniform ROA to only improve to 12% through 2021, accompanied by 1% Uniform Asset shrinkage. However, management may be concerned about their re...
ALGT ALLEGIANT TRAVEL CO
AXL AMERICAN AXLE & MANUFACTURING HLDGS
ANTM ANTHEM INC.
ITW ILLINOIS TOOL WORKS INC.
SYY SYSCO CORPORATION
SKT TANGER FACTORY OUTLET CENTERS INC.
PINC PREMIER INC. CLASS A
LOW LOWE'S COMPANIES INC.
GDDY GODADDY INC. CLASS A
DBD DIEBOLD NIXDORF INCORPORATED
CVS CVS HEALTH CORPORATION
CL COLGATE-PALMOLIVE COMPANY
B BARNES GROUP INC.
DOOR MASONITE INTERNATIONAL CORP.
FHI FEDERATED HERMES INC. CLASS B
MSM MSC INDUSTRIAL DIRECT CO. INC. CLASS A
AKS AK STEEL HOLDING CORPORATION
GM GENERAL MOTORS COMPANY
VRX CN BAUSCH HEALTH COMPANIES INC.
- Valens Research
FII - Embedded Expectations Analysis - 2019 12 12
Federated Investors, Inc. (FII:USA) currently trades below historical averages relative to UAFRS-based (Uniform) Earnings, with a 12.2x Uniform P/E. At these levels, the market has bearish expectations for the firm, but management is confident about Hermes, valuations, and their long-only business. Specifically, management is confident Hermes' EOS assets under administration increased to $781mn in Q3 2019, and they are confident their growing long-only business is driving revenue and net income...
- Valens Research
Valens Equity Insights and Inflections - 2019 11 12
TGNA currently trades below corporate averages relative to UAFRS-based (Uniform) Earnings, with a 10.6x Uniform P/E. At these valuations, the market is pricing in expectations for Uniform ROA to fall from 24% in 2018 to 14% by 2023, accompanied by immaterial Uniform Asset growth going forward. However, analysts have bullish expectations, projecting Uniform ROA to improve to 26% by 2020, accompanied by 1% Uniform Asset shrinkage. Meanwhile, management is confident about their cost benefits and M&...
V VISA INC. CLASS A
TMO THERMO FISHER SCIENTIFIC INC.
TJX TJX COMPANIES INC
RRC RANGE RESOURCES CORPORATION
MPWR MONOLITHIC POWER SYSTEMS INC.
MCD MCDONALD'S CORPORATION
JNJ JOHNSON & JOHNSON
INTC INTEL CORPORATION
GD GENERAL DYNAMICS CORPORATION
FDX FEDEX CORPORATION
DUK DUKE ENERGY CORPORATION
AXTA AXALTA COATING SYSTEMS LTD.
NFLX NETFLIX INC.
NOC NORTHROP GRUMMAN CORPORATION
ZEN ZENDESK INC.
FHI FEDERATED HERMES INC. CLASS B
FND FLOOR & DECOR HOLDINGS INC. CLASS A
TGNA TEGNA INC.
UBER UBER TECHNOLOGIES INC.
- Valens Research
FII - Embedded Expectations Analysis - 2019 11 11
Federated Investors, Inc. (FII:USA) currently trades below historical averages relative to UAFRS-based (Uniform) Earnings, with an 11.7x Uniform P/E. At these levels, the market has bearish expectations for the firm, but management is confident about their fund business, costs, and market share. Specifically, management is confident 15% of their funds are in the top quartile and 65% are in the top half, and they are confident they realized lower stock compensation expenses in Q2. Furthermore, t...
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
Key Points: • A number of Financial Sector names are at or near bullish price and RS inflections. (ex. WFC, ABCB, SNV, STL, NFBK, FII, and COF) • Many Healthcare Sector names are showing leadership characteristics. (ZBH, CUTR, UHS, HCA, CHE, AMED, WST, and NEOG) • Many IT service related names remain bullish. (ex. FISV, EBOV, GPN, TSS, and EXLS)
GPN GLOBAL PAYMENTS INC.
XPO XPO LOGISTICS INC.
WST WEST PHARMACEUTICAL SERVICES INC.
WFC WELLS FARGO & COMPANY
UHS UNIVERSAL HEALTH SERVICES INC. CLASS B
TTGT TECHTARGET INC.
TSS TOTAL SYSTEM SERVICES INC.
STL STERLING BANCORP
SPSC SPS COMMERCE INC.
SNV SYNOVUS FINANCIAL CORP.
RGA REINSURANCE GROUP OF AMERICA INCORPORATED
POWI POWER INTEGRATIONS INC.
NEOG NEOGEN CORPORATION
MANH MANHATTAN ASSOCIATES INC.
INT WORLD FUEL SERVICES CORPORATION
HSY HERSHEY COMPANY
HCA HCA HEALTHCARE INC
GOOG ALPHABET INC. CLASS C
FISV FISERV INC.
EXLS EXLSERVICE HOLDINGS INC.
CUTR CUTERA INC.
AMED AMEDISYS INC.
ABCB AMERIS BANCORP
SAFT SAFETY INSURANCE GROUP INC.
CHE CHEMED CORPORATION
COF CAPITAL ONE FINANCIAL CORPORATION
DRQ DRIL-QUIP INC.
FHI FEDERATED HERMES INC. CLASS B
MGM MGM RESORTS INTERNATIONAL
UFPI UFP INDUSTRIES INC.
MHO M/I HOMES INC.
- Greggory Warren
Morningstar | Market Gains Offset Outflows in Federated's 1Q, Setting ...
While there was little in no-moat-rated Federated Investors' first-quarter results that would alter our long-term view of the firm, we are likely to increase our fair value estimate slightly to reflect a somewhat stronger first quarter than we projected. Federated closed out the March quarter with $484.9 billion in managed assets, up 5.4% sequentially and 23.6% year over year. Excluding the impact of the Hermes acquisition, which added $46.0 billion in assets under management during the third qu...
- Greggory Warren
Market Gains Offset Outflows in Federated's 1Q, Setting Company Up for...
While there was little in no-moat-rated Federated Investors' first-quarter results that would alter our long-term view of the firm, we are likely to increase our fair value estimate slightly to reflect a somewhat stronger first quarter than we projected. Federated closed out the March quarter with $484.9 billion in managed assets, up 5.4% sequentially and 23.6% year over year. Excluding the impact of the Hermes acquisition, which added $46.0 billion in assets under management during the third qu...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
The good outweighs the bad Our checklist of bullish indicators continues to grow as equal-weighted Financials (RYF), global Financials (IXG), global autos (CARZ), and the Dow Jones Transportation Average (IYT) are each decisively breaking topside critical resistance levels. These developments have led us to be incrementally more bullish. At the same time, biotech has succumbed to weakness within Health Care -- a point for the bears as it is one aspect that puts a damper on risk sentiment. Overa...
STT STATE STREET CORPORATION
KMX CARMAX INC.
NCR NCR CORPORATION
UNH UNITEDHEALTH GROUP INCORPORATED
SEIC SEI INVESTMENTS COMPANY
LEA LEAR CORPORATION
LAD LITHIA MOTORS INC. CLASS A
IVZ INVESCO LTD.
GPI GROUP 1 AUTOMOTIVE INC.
FIS FIDELITY NATIONAL INFORMATION SERVICES INC.
ETN EATON CORP. PLC
CRMT AMERICA'S CAR-MART INC.
BWA BORGWARNER INC.
ARCC ARES CAPITAL CORPORATION
AN AUTONATION INC.
AMP AMERIPRISE FINANCIAL INC.
AMG AFFILIATED MANAGERS GROUP INC.
ALV AUTOLIV INC.
AG31 APOLLO GLOBAL MANAGEMENT INC. CLASS A
MG/CN MAGNA INTERNATIONAL INC.
BX BLACKSTONE GROUP INC.
FHI FEDERATED HERMES INC. CLASS B
LM LEGG MASON INC.
LPLA LPL FINANCIAL HOLDINGS INC.
GDX VANECK VECTORS GOLD MINERS ETF
TROW T. ROWE PRICE GROUP
WPC W. P. CAREY INC.
TYIA JOHNSON CONTROLS INTERNATIONAL PLC
JHG JANUS HENDERSON GROUP PLC
APTV APTIV PLC
CARZ FIRST TRUST NASDAQ GLOBAL AUTO INDEX FUND
XLV SELECT SECTOR SPDR-HEALTH CARE
ADNT ADIENT PLC
IHF ISHARES U.S. HEALTHCARE PROVID
A2AHFT MARKET VECTORS JUNIOR GOLD MINERS ETF
RYH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF
RYF INVESCO S&P 500 EQUAL WEIGHT FINANCIALS ETF
IXG ISHARES GLOBAL FINANCIALS ETF
STTX STRATEX OIL & GAS HOLDINGS
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
Key Points: • Homebuilders continue to march in a northerly direction. (ex. DHI, MHO, PHM, BLD, and WLH) • Insurance and Asset Management names are developing positively. (ex. VRTS, FII, LM, LNC, PRU, and RNR) • Software names remain a leadership group in technology. (ex. SPSC, PTC, ALRM, and FTNT)
RNR RENAISSANCERE HOLDINGS LTD.
SWK STANLEY BLACK & DECKER INC.
PHM PULTEGROUP INC.
ITW ILLINOIS TOOL WORKS INC.
VRTS VIRTUS INVESTMENT PARTNERS INC.
TSCO TRACTOR SUPPLY COMPANY
SPSC SPS COMMERCE INC.
SAFM SANDERSON FARMS INC.
PH PARKER-HANNIFIN CORPORATION
MATX MATSON INC.
FTNT FORTINET INC.
FIVE FIVE BELOW INC.
DECK DECKERS OUTDOOR CORPORATION
ALRM ALARM.COM HOLDINGS INC.
AGCO AGCO CORPORATION
PRU PRUDENTIAL FINANCIAL INC.
WLH WILLIAM LYON HOMES CLASS A
IRBT IROBOT CORPORATION
DHI D.R. HORTON INC.
AMWD AMERICAN WOODMARK CORPORATION
BLD TOPBUILD CORP.
FHI FEDERATED HERMES INC. CLASS B
LM LEGG MASON INC.
ODFL OLD DOMINION FREIGHT LINE INC.
WERN WERNER ENTERPRISES INC.
MHO M/I HOMES INC.
TGNA TEGNA INC.
DLPH DELPHI TECHNOLOGIES PLC
WGO WINNEBAGO INDUSTRIES INC.
- Greggory Warren
Morningstar | Moats for the U.S.-Based Asset Managers Are Narrowing; S...
For much of the past decade, the traditional U.S.-based asset managers have benefited from a bull market in equities, which has helped to lift AUM levels for most firms. Concerns about that bull market run ending sooner rather than later, and ongoing pressures from poor active-equity investment performance and the growth and acceptance of low-cost index-based products (which have not only impacted organic growth but have also raised questions about fee and margin compression longer term), have l...
- Greggory Warren
Moats for the U.S.-Based Asset Managers Are Narrowing; Stick With Blac...
For much of the past decade, the traditional U.S.-based asset managers have benefited from a bull market in equities, which has helped to lift AUM levels for most firms. Concerns about that bull market run ending sooner rather than later, and ongoing pressures from poor active-equity investment performance and the growth and acceptance of low-cost index-based products (which have not only impacted organic growth but have also raised questions about fee and margin compression longer term), have l...
- Greggory Warren
Moats for the U.S.-Based Asset Managers Are Narrowing; Stick With Blac...
For much of the past decade, the traditional U.S.-based asset managers have benefited from a bull market in equities, which has helped to lift AUM levels for most firms. Concerns about that bull market run ending sooner rather than later, and ongoing pressures from poor active-equity investment performance and the growth and acceptance of low-cost index-based products (which have not only impacted organic growth but have also raised questions about fee and margin compression longer term), have l...
- Dave Nicoski
- Ross LaDuke
BLK BLACKROCK INC.
MMM 3M COMPANY
WHR WHIRLPOOL CORPORATION
TRV TRAVELERS COMPANIES INC.
ITW ILLINOIS TOOL WORKS INC.
BLUE BLUEBIRD BIO INC.
ABM ABM INDUSTRIES INCORPORATED
WBC WABCO HOLDINGS INC.
V VISA INC. CLASS A
TYPE MONOTYPE IMAGING HOLDINGS INC.
TNAV TELENAV
TCBK TRICO BANCSHARES
SPKE SPARK ENERGY INC-CLASS A
SLGN SILGAN HOLDINGS INC.
PDFS PDF SOLUTIONS INC.
OUT OUTFRONT MEDIA INC.
BSIG BRIGHTSPHERE INVESTMENT GROUP INC.
MOD MODINE MANUFACTURING COMPANY
MAR MARRIOTT INTERNATIONAL INC. CLASS A
LEN LENNAR CORPORATION CLASS A
LAD LITHIA MOTORS INC. CLASS A
ITRI ITRON INC.
HVT HAVERTY FURNITURE COS. INC.
HIG HARTFORD FINANCIAL SERVICES GROUP INC.
HBI HANESBRANDS INC.
GNMK GENMARK DIAGNOSTICS INC.
GIS GENERAL MILLS INC.
FLIC FIRST OF LONG ISLAND CORP.
FCX FREEPORT-MCMORAN INC.
EXTR EXTREME NETWORKS INC.
DMRC DIGIMARC CORPORATION
DBD DIEBOLD NIXDORF INCORPORATED
DAN DANA INCORPORATED
CL COLGATE-PALMOLIVE COMPANY
CAR AVIS BUDGET GROUP INC.
BEN FRANKLIN RESOURCES INC.
ALXN ALEXION PHARMACEUTICALS INC.
ALG ALAMO GROUP INC.
AEIS ADVANCED ENERGY INDUSTRIES INC.
AGM FEDERAL AGRICULTURAL MORTGAGE CORPORATION CLASS C
HTZ HERTZ GLOBAL HOLDINGS INC.
CMD CANTEL MEDICAL CORP.
CETV CENTRAL EUROPEAN MEDIA ENTERPRISES LTD. CL A
REX REX AMERICAN RESOURCES CORPORATION
SYF SYNCHRONY FINANCIAL
CENX CENTURY ALUMINUM COMPANY
CRI CARTER'S INC.
FHI FEDERATED HERMES INC. CLASS B
UTHR UNITED THERAPEUTICS CORPORATION
GDI GARDNER DENVER HOLDINGS
PM PHILIP MORRIS INTERNATIONAL INC.
ST SENSATA TECHNOLOGIES HOLDING PLC
SIFI SI FINANCIAL GROUP INC.
- Valens Research
Valens Equity Insights and Inflections - 2019 02 20
JNJ currently trades near recent averages relative to UAFRS-based (Uniform) Earnings, with a 17.0x Uniform P/E. At these levels, the market is pricing in expectations for Uniform ROA to compress from 18% in 2017 to 15% in 2022, accompanied by 2% Uniform Asset growth going forward. However, analysts have bullish expectations, projecting Uniform ROA to expand to 19% by 2019, accompanied by 2% Uniform Asset growth. Moreover, management is confident about new anti-depressant treatments, long-term in...
ZAYO ZAYO GROUP HOLDINGS INC.
ACN ACCENTURE PLC CLASS A
UNH UNITEDHEALTH GROUP INCORPORATED
TXN TEXAS INSTRUMENTS INCORPORATED
SBUX STARBUCKS CORPORATION
MELLANOX TECHNOLOGIES LTD.
LEN LENNAR CORPORATION CLASS A
JNJ JOHNSON & JOHNSON
GOOGL ALPHABET INC. CLASS A
GILD GILEAD SCIENCES INC.
FB FACEBOOK INC. CLASS A
EBAY EBAY INC.
DHI D.R. HORTON INC.
FHI FEDERATED HERMES INC. CLASS B
NOV. NOV INC.
TGE TALLGRASS ENERGY LP CLASS A
AKS AK STEEL HOLDING CORPORATION
ABBV ABBVIE INC.
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
- Greggory Warren
Morningstar | Weaker Equity Performance and Outflows Continue to Impac...
A confluence of several issues--poor relative active investment performance, the growth and acceptance of low-cost index-based products, and the expanding power of the retail-advised channel--has made it increasingly difficult for asset managers running predominantly active portfolios to generate organic growth, leaving them more dependent on market gains to drive assets under management higher. While we still believe there will always be room for active management, we believe the advantage when...
- Greggory Warren
Weaker Equity Performance and Outflows Continue to Impact Federated's ...
There was little in no-moat-rated Federated Investors' fourth-quarter results that would alter our long-term view of the firm. We are leaving our $25 per share fair value estimate in place. The company closed out the December quarter with $459.9 billion in assets under management, up 15.7% sequentially and 5.2% on a year-over-year basis. Excluding the impact of the Hermes acquisition, which added $46.0 billion in assets under management, or AUM, during the third quarter, the company's AUM was up...
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