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J M Smucker Co: 1 director

A director at J M Smucker Co sold 3,200 shares at 124.770USD and the significance rating of the trade was 58/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly ...

RealPage, Inc.: Update to credit analysis after rating affirmation

Our credit view of this issuer reflects its growing and predictable revenues in the niche segment of software for rental housing, high leverage and propensity for debt funded acquisitions.

Moody's affirms RealPage, Inc.'s ratings, outlook remains stable

Moody's Investors Service today affirmed RealPage, Inc.'s (RealPage or the company) B3 Corporate Family Rating (CFR) and the B2 ratings assigned to its senior secured first lien term loan and senior secured first lien revolving credit facility. In the same rating action, Moody's has also affirmed th...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Upgrading Staples and Health Care to Market Weight As the saying goes, "sector rotation is the lifeblood of a bull market." That appears to be exactly what is going on as we kick off 2024. Leadership areas that have significantly outperformed since the October 2023 lows are starting to pull back rather hard -- and on above average volume. This includes areas such as Technology (XLK), semiconductors (SMH), software (IGV), and the ARKK, IPO, and BITQ ETFs. This tells us a pause/pullback is likely...

 PRESS RELEASE

RealPage Announces Strategic Partnership with Habitat for Humanity Int...

RICHARDSON, Texas--(BUSINESS WIRE)-- ®, a leading global provider of AI-enabled software platforms to the real estate industry, today announced a strategic partnership with to help provide affordable, decent and safe places for families to call home. This new partnership reflects a shared belief that a home is more than shelter; it is a foundation to build stability and confidence, a safe place for families to gather, grow and thrive. This press release features multimedia. View the full release here: Impact by the Numbers: RealPage looks to build housing in local communities with new partne...

 PRESS RELEASE

RealPage Accelerates the Pace of Innovation for Multifamily with Marke...

RICHARDSON, Texas--(BUSINESS WIRE)-- RealPage today announced significant achievements in Front Office innovation since acquiring leading multifamily CRM Knock in 2022, advancing the impact and value of its AI-enabled suite of solutions and helping its customers drive efficiency and improve net operating income (NOI). This press release features multimedia. View the full release here: RealPage Front Office Suite Momentum (Graphic: Business Wire) "RealPage is exceeding customer expectations with Front Office innovation, helping them attract, convert and retain residents and maximize staff effi...

 PRESS RELEASE

RealPage Unveils New Multifamily Rental Trends

RICHARDSON, Texas--(BUSINESS WIRE)-- RealPage, a leading global provider of software and data analytics to the real estate industry, released today its findings from a national survey of multifamily renters in America during the company’s annual RealWorld 2023 customer conference in Las Vegas. This press release features multimedia. View the full release here: In partnership with The Center for Generational Kinetics, a global research firm, RealPage asked 2,000 American renters about their beliefs and perceptions of renting, their expectations for continuing to rent, their opinions on the mo...

 PRESS RELEASE

RealPage Awarded 2023 ENERGY STAR Partner of the Year for Sustained Ex...

RICHARDSON, Texas--(BUSINESS WIRE)-- , a leading global provider of software and data analytics to the real estate industry, is proud to announce that it has received a 2023 ENERGY STAR® Partner of the Year Award for Sustained Excellence from the U.S. Environmental Protection Agency (EPA) and the U.S. Department of Energy. The award, the EPA’s highest level of recognition, celebrates businesses that demonstrate their dedication to environmental protection through energy-efficient innovations. ENERGY STAR’s Sustained Excellence Award is the highest honor among the categories and recognizes Real...

RealPage, Inc.: Update to credit analysis

Our credit view reflects RealPage' solid franchise as a leading software and data analytics provider for rental housing units, its high leverage and modest profitability.

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Many Indexes and Sectors Testing Resistance Note: This Compass is an abbreviated report. We will resume our normal report layout next week. In our previous Compass (Jan. 24), we discussed our belief that equities were still in the midst of a rally/short squeeze, but that the rally is likely to fizzle in the 4100-4165 area (the top-end of our expected 2023 trading range) on the S&P 500. And, as you will see below, countless other indexes and Sectors are testing important resistance levels. We c...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Upgrading Staples and Health Care to Overweight Since late November we have been discussing our expectations for a pullback, while recommending shifting exposure to defensives (Staples, Utilities, Health Care) and/or taking profits. The pullback is finally happening following breaks below 3910 support on the S&P 500, $177.50 support on the Russell 2000 (IWM), and $279 support on the Nasdaq 100 (QQQ). These levels are now resistance, while major resistance remains at their 200-day MAs/YTD downt...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Failed Breakouts, Banks Crumbling -- Get Defensive Despite a dramatic one-day reaction to Powell's speech on Wednesday (+3.15% on SPX), the S&P 500 finished the week with just a 1.1% gain. Moreover, not much has changed in terms of the charts as we look through all stocks in the Russell 3000 (something we do each week). In fact, there was some deterioration within banks (KRE, KBE), a trend that continued yesterday. Additionally, the S&P 500 has been unable to sustain a breakout above its 200-da...

Dave Nicoski ... (+2)
  • 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.

RealPage, Inc.: Update to credit analysis

Our credit view of this issuer reflects its status as a leading software provider for rental housing units, against its high leverage.

J M SMUCKER sees an upgrade to Positive due to a better fundamental st...

The general evaluation of J M SMUCKER (US), a company active in the Food Products industry, has been upgraded by the independent financial analyst theScreener with the addition of a star. Its fundamental valuation now shows 4 out of 4 possible stars while its market behaviour can be considered as defensive. theScreener believes that the additional star(s) merits the upgrade of its general evaluation to Positive. As of the analysis date February 11, 2022, the closing price was USD 136.68 and its ...

RealPage, Inc.: Incremental first lien debt to fund acquisition will m...

The company's debt strategy leads to continued pressure on the debt metrics, however its good track record and healthy operating trends mitigate credit risk.

 PRESS RELEASE

RealPage Agrees to Acquire HomeWiseDocs, The Premier Provider of Discl...

RICHARDSON, Texas--(BUSINESS WIRE)-- RealPage, Inc., a leading global provider of software and data analytics to the real estate industry, today announced that it has entered into a definitive agreement to acquire HomeWiseDocs, a leading provider of data and document delivery services for the community association industry. RealPage plans to enhance its product portfolio and market reach with HomeWiseDocs’ industry-leading solutions, significantly strengthening RealPage’s position in the community association sector and positioning the combined company as the premier service provider in the in...

Valens Research
  • Valens Research

Valens Equity Insights and Inflections - D2021 10 12

LPL Financial (LPLA) has created a powerful platform to empower independent and smaller scale wealth advisors to compete with the big players like Merrill Lynch and Morgan Stanley. Uniform Accounting highlights the company's operational improvements that the market is missing, indicating equity upside. AMD Q2 2021 Embedded Expectations Analysis – Market expectations are for Uniform ROA to expand, but management may have concerns about data center revenue growth, EPYC processors, and operating c...

Valens Research
  • Valens Research

SJM - Embedded Expectations Analysis - 2021 10 06

The J.M. Smucker Company (SJM:USA) currently trades below corporate averages relative to UAFRS-based (Uniform) earnings, with a 15.5x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, but management is confident about their coffee business, supply chain management, and pet food business growth. Specifically, management is confident their pricing elasticity model for green coffee generally performed as expected and that they are outpacing coffee category g...

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