ValuEngine Weekly February 3, 2017: Industrial Products,Macy’s, and ValuEngine Capital

This week, we provide top-five ranked VE data for our Industrial Products Stocks. We take a look at our latest data on Macy’s. We currently have an overvaluation warning underway. You can now sign up online for ValuEngine Capital, the investment advisory firm.

VALUATION WARNING: Overvalued stocks now make up 65.5% of our stocks assigned a valuation and 29.24% of those equities are calculated to be overvalued by 20% or more. Fourteen sectors are calculated to be overvalued.

ValuEngine Index Overview

Index
Week Open
Friday AM
Change
% Change
YTD
DJIA
20028.62
20054.03
25.41
0.13%
1.47%
NASDAQ
5635.86
5657.48
21.62
0.38%
5.10%
RUSSELL 2000
1369.49
1373.13
3.64
0.27%
1.18%
S&P 500
2286.01
2296.27
10.26
0.45%
2.57%

ValuEngine Market Overview

Summary of VE Stock Universe
Stocks Undervalued
34.5%
Stocks Overvalued
65.5%
Stocks Undervalued by 20%
13.83%
Stocks Overvalued by 20%
29.24%

ValuEngine Sector Overview

Sector
Change
MTD
YTD
Valuation
Last 12-MReturn
P/E Ratio
-0.64%
-0.15%
2.73%
21.48% overvalued
37.40%
24.62
-0.21%
-0.09%
2.81%
16.38% overvalued
30.65%
19.70
-0.03%
0.01%
1.59%
14.41% overvalued
25.53%
18.00
-0.35%
-0.07%
4.41%
13.36% overvalued
26.99%
30.13
0.16%
-0.92%
1.24%
12.36% overvalued
20.33%
22.74
-0.14%
-0.32%
1.09%
12.05% overvalued
18.65%
23.62
0.08%
0.09%
2.55%
11.83% overvalued
29.89%
19.98
0.24%
0.52%
3.28%
9.92% overvalued
48.91%
28.19
0.24%
1.12%
9.29%
8.86% overvalued
93.03%
27.31
0.29%
0.35%
1.77%
8.76% overvalued
14.89%
23.93
-0.71%
-0.29%
1.54%
7.98% overvalued
42.84%
14.69
-0.72%
-0.75%
3.93%
7.78% overvalued
32.27%
19.76
-0.42%
-0.16%
1.67%
6.29% overvalued
39.71%
20.78
-0.10%
-0.12%
1.44%
4.09% overvalued
23.63%
24.81
0.20%
0.03%
-1.81%
0.35% undervalued
11.13%
22.90
-0.29%
0.37%
4.58%
2.56% undervalued
8.31%
27.39

Sector Talk–Industrial Products

  Below, we present the latest data on Industrial Products stocks from our Professional Stock Analysis Service. Top- five lists are provided for each category.  We applied some basic liquidity criteria–share price greater than $3 and average daily volume in excess of 100k shares. 

Top-Five Industrial Products Stocks–Short-Term Forecast Returns

Ticker
Name
Mkt Price
Valuation (%)
Last 12-M Return (%)
OI
OWENS-ILLINOIS
19.34
-3.57%
60.36%
NNBR
NN INC
18.8
15.00%
70.75%
BDC
BELDEN INC
76.52
13.32%
93.43%
WOR
WORTHINGTON IND
47.9
1.19%
65.97%
ACCO
ACCO BRANDS CP
12.65
46.02%
116.61%

Top-Five Industrial Products Stocks–Momentum

Ticker
Name
Mkt Price
Valuation (%)
Last 12-M Return (%)
TWI
TITAN INTL INC
12.75
29.95%
348.94%
CENX
CENTURY ALUM CO
15.47
67.02%
280.10%
JOY
JOY GLOBAL INC
28.12
19.78%
190.50%
WATT
ENERGOUS CORP
15.42
N/A
164.04%
QUAD
QUAD GRAPHICS
25.72
N/A
163.25%

Top-Five Industrial Products Stocks–Composite Score

Ticker
Name
Mkt Price
Valuation (%)
Last 12-M Return (%)
OI
OWENS-ILLINOIS
19.34
-3.57%
60.36%
WOR
WORTHINGTON IND
47.9
1.19%
65.97%
BDC
BELDEN INC
76.52
13.32%
93.43%
IR
INGERSOLL RAND
78
9.36%
59.84%
PKG
PACKAGING CORP
93.37
12.67%
87.08%

Top-Five Industrial Products Stocks–Most Overvalued

Ticker
Name
Mkt Price
Valuation (%)
Last 12-M Return (%)
MTW
MANITOWOC INC
6.29
300.00%
-58.48%
DXPE
DXP ENTERPRISES
37.64
170.49%
156.93%
TEX
TEREX CORP
31.75
69.43%
47.33%
CENX
CENTURY ALUM CO
15.47
67.02%
280.10%
GTLS
CHART INDUSTRIE
39.01
65.54%
156.98%

Free Download for Readers

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we are offering a FREE DOWNLOAD of one of our Stock Reports

Macy’s (M) is one of the nation’s premier retailers, operating about 885 stores in 45 states, the District of Columbia, Guam and Puerto Rico, under the names of Macy’s, Bloomingdale’s, Bloomingdale’s Outlet and Bluemercury, as well as the macys.com, bloomingdales.com and bluemercury.com websites. Prior to June 1, 2007, Macy’s was known as Federated Department Stores.

VALUENGINE RECOMMENDATION: ValuEngine continues its HOLD recommendation on MACYS INC for 2017-02-02. Based on the information we have gathered and our resulting research, we feel that MACYS INC has the probability to ROUGHLY MATCH average market performance for the next year. The company exhibits ATTRACTIVE P/E Ratio but UNATTRACTIVE Momentum.

You can download a free copy of detailed report on Macy’s (M) from the link below.

Read our Complete Detailed Valuation Report on Macy’s (M) HERE.

ValuEngine Forecast
Target
Price*
Expected
Return
1-Month
30.75 0.11%
3-Month
30.85 0.43%
6-Month
30.14 -1.88%
1-Year
31.13 1.34%
2-Year
32.06 4.37%
3-Year
28.03 -8.74%
Valuation & Rankings
Valuation
8.80% undervalued Valuation Rank(?)
78
1-M Forecast Return
0.11% 1-M Forecast Return Rank
59
12-M Return
-24.89% Momentum Rank(?)
13
Sharpe Ratio
-0.09 Sharpe Ratio Rank(?)
40
5-Y Avg Annual Return
-2.63% 5-Y Avg Annual Rtn Rank
40
Volatility
29.36% Volatility Rank(?)
55
Expected EPS Growth
0.32% EPS Growth Rank(?)
19
Market Cap (billions)
10.46 Size Rank
90
Trailing P/E Ratio
9.78 Trailing P/E Rank(?)
94
Forward P/E Ratio
9.75 Forward P/E Ratio Rank
86
PEG Ratio
30.72 PEG Ratio Rank
1
Price/Sales
0.40 Price/Sales Rank(?)
88
Market/Book
2.76 Market/Book Rank(?)
42
Beta
0.81 Beta Rank
51
Alpha
-0.44 Alpha Rank
10

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We are pleased to announce that ValuEngine Capital has begun trading for our clients. ValuEngine Capital, a registered investment advisory firm, offers our clients investment-management services based on industry-leading ValuEngine research. ValuEngine Capital melds the cutting-edge financial theory of ValuEngine’s award-winning quantitative independent research with the best real-world Wall St. practices. ValuEngine Capital offers refined investment portfolios for investors of all risk-reward profiles.

ValuEngine Capital is offering several investment strategies to clients, including the the ValuEngine View Strategy and the ValuEngine Diversified Strategy

Professional Portfolio Management Services

ValuEngine View Strategy: The ValuEngine View Strategy is the product of a sophisticated stock valuation model that was first developed by ValuEngine’s academic research team.

  • It utilizes a three factor approach: fundamental variables such as a company’s trailing 12-month Earnings-Per-Share (EPS), the analyst consensus estimate of the company’s future 12-month EPS, and the 30-year Treasury yield are all used to create a more accurate reflection of a company’s fair value.
  • A total of eleven additional firm specific variables are also used. The ValuEngine View portfolio is constructed by integrating both our Aggressive Growth—based on the Valuation Model–and Diversified Growth—based on the Forecast Model– Portfolio Strategies.
  • The ValuEngine View Strategy  is constructed by integrating this model along with some basic rules for market capitalization and industry diversification. The portfolio has 15 stocks and is rebalanced once each month.

Strategies To Suit All Investor Types

The ValuEngine Diversified Strategy: The ValuEngine Diversified Strategy invests in a variety of asset classes in order to provide investors with stable returns and a high- dividend yield coupled with significantly lower risk than single-asset products. 

  • The ValuEngine Diversified Strategy may include ETFs focused on commodities, stock indices, REITS, bonds, emerging markets, and other suitable products.
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