Ally Financial Alphabet Anthem Applied Materials Berkshire ...

Ally Financial

(ALLY - NYSE) $30

25

20

15 J FM AM J J A S O N D 2017

Recent Price

$28.37

YTD Change

49%

2018E EPS

$2.66

2018E P/E

10.7

Market Value (bil)

$12.5

Dividend Yield

1.7%

Auto lender has a low price-to-book multiple and a valuable online depos-

it franchise. Big buyback program.

Alphabet

(GOOG - Nasdaq)

$1200

1000

800

600

J FM AM J J A S O N D 2017

Recent Price

1030.93

YTD Change

34%

2018E EPS

$41.47

2018E P/E

24.9

Market Value (bil)

$720.7

Dividend Yield

None

Superior business with great growth prospects, cash-rich balance sheet has attractive valuation.

Anthem

(ANTM - NYSE)

$250

200

150

100 J FM AM J J A S O N D 2017

Recent Price

223.64

YTD Change

56%

2018E EPS

$12.91

2018E P/E

17.3

Market Value (bil)

$57.4

Dividend Yield

1.3%

Big health insurer has best earnings growth outlook among its

peers and a well-regarded new CEO.

Applied Materials

(AMAT - Nasdaq) $60

50

40

30 J FM AM J J A S O N D 2017

Recent Price

$52.30

YTD Change

62%

2018E EPS*

$4.02

2018E P/E*

13.0

Market Value (bil)

$55.8

Dividend Yield

0.8%

Top maker of semiconductor capital equipment is riding a wave

of industry spending.

Berkshire Hathaway

(BRK.A - NYSE)

$300K

250

200 J FM AM J J A S O N D 2017

Recent Price

$294,100

YTD Change

20%

2018E EPS

$11,934

2018E P/E

24.6

Market Value (bil)

$484.1

Dividend Yield

None

Stronger U.S. economy powering earnings. Big winner from lower

corporate taxes.

Delta Air Lines

(DAL - NYSE) $65

55

45

35 J FM AM J J A S O N D 2017

Recent Price YTD Change 2018E EPS 2018E P/E Market Value (bil) Dividend Yield

$53.41 9%

$5.52 9.7

$38.1 2.3%

Best-managed U.S. carrier trades for just 10 times earnings. Buying

back stock, lifting dividend.

Enterprise Products Partners (EPD - NYSE)

$32

28

24

20 J FM AM J J A S O N D 2017

Recent Price YTD Change 2018E EPS 2018E P/E Market Value (bil) Dividend Yield

$24.69 -9%

$1.48 16.7

$53.4 6.8%

Leader among out-of-favor pipeline MLPs. Lofty yield of 6.8% looks secure.

Pioneer Natural Resources (PXD - NYSE)

J FM AM J J A S O N D 2017

$200 175 150 125 100

Recent Price YTD Change

$154.25 -14%

2018E EPS

$3.05

2018E P/E Market Value (bil)

50.6 $26.2

Dividend Yield

0.1%

High-growth energy producer offers play on hot Permian basin.

Could be a takeover target.

US Foods Holding

(USFD - NYSE) $35

30

25

20

J FM AM J J A S O N D 2017

Recent Price YTD Change 2018EEPS 2018E P/E Market Value (bil) Dividend Yield

$30.62 11%

$1.69 18.1 $6.9 None

No. 2 food service distributor has big opportunities in highly fragmented industry.

Volkswagen

(VLKAY - OTC) $50

40

30

20 J FM AM J J A S O N D 2017

Recent Price YTD Change 2018E EPS 2018E P/E Market Value (bil) Dividend Yield

$39.50 38% $6.13 6.5

$99.6 1.1%

Europe's top auto maker has rock-bottom price/earnings ratio,

nice growth outlook.

All data as of December 7 E=Estimate *Fiscal year ends in October

Source: Bloomberg

 ................
................

In order to avoid copyright disputes, this page is only a partial summary.

Google Online Preview   Download