Ally Financial Alphabet Anthem Applied Materials Berkshire ...

Ally Financial

Alphabet

Anthem

Applied Materials

(ALLY - NYSE)

(GOOG - Nasdaq)

(ANTM - NYSE)

(AMAT - Nasdaq)

$30

$1200

$60

25

1000

200

50

20

800

150

40

600

15

J FM AM J J A S O N D

2017

J FM AM J J A S O N D

2017

100

$28.37

Recent Price

1030.93

YTD Change

49%

YTD Change

34%

Recent Price

(BRK.A - NYSE)

$300K

250

30

200

J FM AM J J A S O N D

2017

J FM AM J J A S O N D

2017

J FM AM J J A S O N D

2017

Recent Price

2018E EPS

$250

Berkshire Hathaway

223.64

Recent Price

$52.30

Recent Price

56%

YTD Change

62%

YTD Change

YTD Change

$294,100

20%

$2.66

2018E EPS

$41.47

2018E EPS

$12.91

2018E EPS*

$4.02

2018E EPS

$11,934

10.7

2018E P/E

24.9

2018E P/E

17.3

2018E P/E*

13.0

2018E P/E

24.6

2018E P/E

Market Value (bil)

$12.5

Market Value (bil)

Dividend Yield

1.7%

Dividend Yield

Auto lender has a low price-to-book

multiple and a valuable online deposit franchise. Big buyback program.

Delta Air Lines

(DAL - NYSE)

$65

$720.7

None

$57.4

Market Value (bil)

Dividend Yield

1.3%

Dividend Yield

$55.8

0.8%

Superior business with great

growth prospects, cash-rich balance sheet has attractive valuation.

Big health insurer has best earnings growth outlook among its

peers and a well-regarded new CEO.

Top maker of semiconductor

capital equipment is riding a wave

of industry spending.

Enterprise Products

Partners (EPD - NYSE)

Pioneer Natural

Resources (PXD - NYSE)

US Foods Holding

$32

55

28

45

24

35

20

J FM AM J J A S O N D

2017

J FM AM J J A S O N D

2017

Market Value (bil)

$200

175

150

125

100

J FM AM J J A S O N D

2017

Market Value (bil)

$484.1

Dividend Yield

None

Stronger U.S. economy powering

earnings. Big winner from lower

corporate taxes.

Volkswagen

(USFD - NYSE)

$35

(VLKAY - OTC)

$50

30

40

25

30

20

J FM AM J J A S O N D

2017

20

J FM AM J J A S O N D

2017

Recent Price

$53.41

Recent Price

$24.69

Recent Price

$154.25

Recent Price

$30.62

Recent Price

YTD Change

9%

YTD Change

-9%

YTD Change

-14%

YTD Change

11%

YTD Change

$39.50

38%

2018E EPS

$5.52

2018E EPS

$1.48

2018E EPS

$3.05

2018EEPS

$1.69

2018E EPS

$6.13

2018E P/E

9.7

2018E P/E

16.7

2018E P/E

50.6

2018E P/E

18.1

2018E P/E

6.5

Market Value (bil)

$6.9

Market Value (bil)

$99.6

Dividend Yield

None

Dividend Yield

1.1%

Market Value (bil)

$38.1

Dividend Yield

2.3%

Best-managed U.S. carrier trades

for just 10 times earnings. Buying

back stock, lifting dividend.

All data as of December 7

E=Estimate

Market Value (bil)

$53.4

Market Value (bil)

Dividend Yield

6.8%

Dividend Yield

Leader among out-of-favor pipeline

MLPs. Lofty yield of 6.8% looks

secure.

*Fiscal year ends in October

$26.2

0.1%

High-growth energy producer

offers play on hot Permian basin.

Could be a takeover target.

No. 2 food service distributor has

big opportunities in highly

fragmented industry.

Europe¡¯s top auto maker has

rock-bottom price/earnings ratio,

nice growth outlook.

Source: Bloomberg

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