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8/10/2019 ValuEngine Weekly Newsletter January 9, 2015
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January 9, 2015
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The ValuEngine Weekly is an Investor Education newsletter focused on the quantitative approach toinvesting and the tools available from In today's fast-moving and globalied financial markets! it is easy to
get overloaded with information" The winners will adopt an ob#ective! scientific! independent andunemotional approach to investing" If you are not yet a member of ValuEngine's stock analysis service!
sign up now for a two-week free trial at www"valuengine"com$
Valuation WATCH: Overvalued stocks now make up 50.04% o our stocksassi!ned a valuation and "5.#$% o tose e&uities are calculated to 'eovervalued '( $0% or more. )leven sectors are calculated to 'eovervalued**wit one sector at dou'le di!its.
MARKET OVERVIEW
+nde, -tarted week rida( A/ Can!e Can!e % (td
1+A %&(%") %&&(" *2$.5 *0.5$% 3.25%
A-A *&++")* *,.".* *4.6 *0."0% "$.4#%
78--)99 $000 %%("), %%)"&% *6.35 *0.#% ".#%
-;< 500 (+.*"** (+*)"% *"".$5 *0.55% "0.54%
-ummar( o V) -tock 8niverse
-tocks 8ndervalued 42.23%
-tocks Overvalued 50.04%
-tocks 8ndervalued '( $0% $0.0%
-tocks Overvalued '( $0% "5.#$%
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SECTOR OVERVIEW
-ector Can!e /T =T Valuation 9ast "$*/
7eturn
<>)
7atioAerospace +"*/ -%"(./ -%"(./ %%"%)/ overvalued -%".*/ (+"*.
Auto*Tires*Trucks %"(&/ -+"/ -+"/ &")./ undervalued -*"+/ %."*
?asic /aterials +"&/ +")+/ +"(/ %("%)/ undervalued -%(",+/ (("*
?usiness -ervices %"()/ -%"+./ -%"+./ +",/ undervalued +")/ (*"&*
Computer and Tecnolo!( %"*/ -+"*+/ +"/ ("++/ overvalued -(",(/ )+",.
Construction %"(,/ -%"+%/ -%"+%/ "))/ undervalued -("))/ (."*
Consumer iscretionar( %"+(/ -%"+/ -%"+/ %"*/ overvalued -)"/ (&"+&
Consumer -taples %"(&/ -+")+/ -+")+/ .")+/ overvalued ("%/ (*"*
inance +",./ -+"*(/ -+"*(/ +"%+/ overvalued ("(/ %&",
+ndustrial <roducts %"%&/ -%",*/ -%",*/ &"&,/ undervalued -",/ %",)
/edical %".(/ %")/ %")/ &")(/ overvalued &"/ (".
/ulti*-ector Con!lomerates %"+,/ -%"+./ -%"+./ (")./ overvalued %"%+/ (+"*,
Oils*)ner!( %".*/ -)"&./ -)"&./ (,"**/ undervalued -("&,/ %"+)
7etail*Wolesale %")%/ +")+/ +")+/ &",/ overvalued +"&)/ (,"(
Transportation %"./ -%"%,/ -%"%,/ ."(%/ undervalued (",./ %"*,
8tilities %"%%/ -%",,/ -%",,/ ("&+/ overvalued &"%/ (+"
ValuEngine Newle!!er "a!e! Reul!
V) ewsletter Current/ont Total
?encmark @ 9ast /ontTotal
?encmark @ -ince+nception
?encmark @
orecast /- $.2# $.32 *2.52 *"."4 35." $#.$4
ividend -tock *$.65 *#.02 *"."" "."" "2.44 #4.3
-mall Cap -tock *".30 *$.5# *#.20 ".#" *.#$ 3.2
View ".4$ 0.35 *5.$$ *".5 ""#.#5 .5
@OT): ?encmark or orecast /- or last mont and inception is te /9-A 9on!>-ort und.?encmark or -mall Cap or last mont and inception is te 7ussell $000 -mall Cap +nde, B78T.?encmark or current mont orecast /- and all oter portolios or all timerames is te -;<500.
8/10/2019 ValuEngine Weekly Newsletter January 9, 2015
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Se#!$r Tal%&Energy'OilBelow, we present the latest data on leading Energy/Oil Sector stocks from our
Institutional software package (VEI. These results were filtered by market price andvolumeno results below !"/share or less than #$$k shares/day volume.
Top*ive )ner!(>Oil -ector -tocks**-ort*Term orecast 7eturns
Ticker ame /kt <rice ValuationB% 9ast "$*/7etnB%
<)+ 012 ET31456 I42 471 ,)",*
<T7 0ET8523I41 198 %%*"() -(+")* ".
A79< 166I142E 8E: *%"&. -%("*% "
)/)- E;E8<E E48< :V2 .%"(& 471 %."&)
-< 23I41 0ET85=23; %".( -&"% ,"*
Top*ive )ner!(>Oil -ector -tocks**9on!*Term orecast 7eturns
Ticker ame /kt <rice ValuationB% 9ast "$*/7etnB%
<)+ 012 ET31456 I42 471 ,)",*
<T7 0ET8523I41 198 %%*"() -(+")* ".
A79< 166I142E 8E: *%"&. -%("*% "
)/)- E;E8<E E48< :V2 .%"(& 471 %."&)
-< 23I41 0ET85=23; %".( -&"% ,"*
Top*ive )ner!(>Oil -ector -tocks**Composite -core
Ticker ame /kt <rice ValuationB% 9ast "$*/7etnB%
<T7 0ET8523I41 198 %%*"() -(+")* ".
-< 23I41 0ET85=23; %".( -&"% ,"*
A79< 166I142E 8E: *%"&. -%("*% "
C 294 4T86 8:82: (&"* -)%".% -%*"*.
7-.A 85>16 9T23 :3-1 ,."+* -%)"%( -&",)
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Top*ive )ner!(>Oil -ector -tocks**/ost Overvalued
Ticker ame /kt <rice ValuationB% 9ast "$*/7etnB%
W99 W3ITI4< 0ET856; )+". %+",% -*&",(
/87 ;?803> 5I6 *".& ,%" -(("&&
<OW7 05WE8:E2?8E I4T %+"& .+"* -*%")
CV+ 2V8 E4E8<> I42 )".. *&"*. -*")
@?T?8E@?E6 2580 %(")* *+"( -((",)
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#$ $%&I'()I$#, *+ (- F.EE ).I(&/
To -i!n 8p or a7)) T7+A9D<lease Click
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(ree )$wnl$a* +$r Rea*er (s a 0onus to our Free Weekly #ewsletter su0scri0ers, we are offering a F.EE
$W#&$( of one of our Stock .eports
%pple &nc. is engaged in designing, manufacturing and marketing mobilecommunication and media devices, personal computers, and portable digital music
players. The 'ompany(s products and services include i)hone, i)ad, *ac, i)od, %ppleT+, a portfolio of consumer and professional software applications, the iOS and *acOS operating systems, i'loud, and a range of accessory, service and supportofferings. &t sells its products worldwide through its online stores, its retail stores, its
direct sales force, thirdparty wholesalers, and resellers. %pple &nc. is head-uartered in'upertino, 'alifornia.
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+aluEngine continues its B recommendation on %))0E &1' for 2$#3$#$4. Based onthe information we have gathered and our resulting research, we feel that %))0E &1'has the probability to OT)E56O5* average market performance for the ne7t year.
The company e7hibits %TT5%'T&+E 'ompany Si8e and Sharpe 5atio.
Below is today(s data on %pple9
8/10/2019 ValuEngine Weekly Newsletter January 9, 2015
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Valu)n!ine orecast
Target0riceA
EBpected8eturn
"*/ont %%(")* +"*+/
#*/ont %%)"++ +"/
3*/ont %%)"* %")/
"*=ear %%&")+ *")/
$*=ear %)"(( (*"*)/
#*=ear ,&"(+ -)"*/
Valuation ; 7ankin!sValuation %)"%./ overvalued Valuation 7ankCD (.
"*/ orecast 7eturn +"*+/ "*/ orecast 7eturn 7ank +"$*/ 7eturn **"%(/ /omentum 7ankCD (
-arpe 7atio %"+* -arpe 7atio 7ankCD ,
5*= Av! Annual 7eturn (."/ 5*= Av! Annual 7tn 7ank )
Volatilit( (."+(/ Volatilit( 7ankCD &(
),pected )<- Erowt %&"(/ )<- Erowt 7ankCD .%
/arket Cap B'illions ,.,"(( -iFe 7ank %++
Trailin! <>) 7atio %,"%& Trailin! <>) 7ankCD &(
orward <>) 7atio %)"&% orward <>) 7atio 7ank ,)
<)E 7atio +"+ <)E 7atio 7ank *,
<rice>-ales )". <rice>-ales 7ankCD (&
/arket>?ook ,") /arket>?ook 7ankCD (+
?eta +" ?eta 7ank .
Alpa +"(( Alpa 7ank
As a 'onus to our ewsletter readersDwe are oerin! a 7)) OW9OA o one o our -tock 7eports
.ead our 1omplete etailed Valuation .eport on (pple H)7).
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based composite scoring system. The +aluEngine +iew 1ewsletter is the product ofsophisticated stock valuation and forecast models first developed by ale )rofessorof 6inance =hiwu 'hen.
The +aluEngine +iew 1ewsletter is the product of a sophisticated stock valuationmodel that was first developed by +aluEngine(s academic research team. &t utili8es a
three factor approach9 fundamental variables such as a company(s trailing #2monthEarnings)erShare >E)S?, the analyst consensus estimate of the company(s future #2month E)S, and the !$year Treasury yield are all used to create a more accurate
reflection of a company(s fair value. % total of eleven additional firm specificvariables are also used. &n addition, the portoflio uses top picks from our 6orecast*odel. &n essence, the portfolio is constructed with the best picks from our main
propiretary models
Each month you will receive an electronic copy of our newsletter highlighting #3potential long positions along with five alternate picks. Our investment strategiesfocus on do8ens of fundamental and technical factors for over 4$$$ individual stocks,synthesi8e the data, and then come up with a portfolio. Each newsletter portfolio
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V) View vs. -;< 500 +nde, <ast ive =ears
VE View :=0 .++
Ann 7eturn (*"&/ %*".,/
Ann Volatilit( (("(/ %(")./
-arpe 7atio %"%% %"%
-ortino 7atio %" %".)/a, rawdown -)*"*/ -%%"%*/
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The +aluEngine +iew 1ewsletter is derived from the +aluEngine %ggressive and@iversified Arowth Benchmark)ortfolio Strategies. These strategies are the product of+aluEngine(s academic research team
and combine cuttingedge financial
analysis and portfolio constructiontechni-ues with realworld ;all St. know
how.
C9+CG H)7) to -u'scri'e to teValu)n!ine View
The +aluEngine +iew 1ewsletter portfoliohas #3 primary stock picks and five alternates and is rebalanced once each month.
The +aluEngine +iew 1ewsletter is published near the middle of each calendarmonth. %n e-ual amount of capital is allocated to each stock. The monthly returnsare calculated from the closing prices on date of publication. The performancecalculation does not include any transaction costs.