TransUnion's high P/S ratio, despite expected average revenue growth, suggests investors are more bullish than analysts. This could risk shareholders' investments and potential investors might pay an unnecessary premium if the P/S aligns with the growth outlook.
TransUnion's investments aren't yielding high returns despite increased capital investment, reflecting in modest stock returns over the past five years. It may not be an ideal choice for those seeking a multi-bagger stock.
CEO Chris Cartwright expressed that these strategic moves aim to maximize the company's operating model, enhance technology, reduce costs, and foster innovation as well as growth. According to him, this reflects the company's ongoing focus on creating shareholder value.
The markets are starting off on the wrong foot. After the weekend commodity and equity markets opened with a sell off. This came following a massive market selloff last week. We have China lockdowns, increasing tensions in Russia, Sri Lanka’s stock market is haunted for two weeks due to a collapse of the economy, and not to mention FED tightening. There is many reasons to be bearish. There are a ton of earnings calls this week that could possibly provide some s...
+1
13
9
2
報告
SpyderCallスレ主 :
With this much overextension into the red on the 4 hour candles. We may very well see some green today on Monday. It seem almost impossible but I’ve seen crazier. The indicators are EXTREMELY OVERSOLD ON THE 4 HOUR CANDLES
RDK79 :
Deutsche Bank initiates today at Buy - PT $124. Would have been nice if they’d done this when it was in the low 80s recently. Looks like Deutche is behind the curve, and wondering if their funds bought in the 80s, then initiated the Buy….
$トランスユニオン(TRU.US)$announced a deal to buy closely held information services company Neustar for $3.1 billion in cash. The credit reporting agency expects the deal to close during the fourth quarter.
トランスユニオンに関するコメント
Moat stocks tend to come with a heavy premium.
$インターナショナル・フレーバー・アンド・フレグランス(IFF.US)$
$エッツィー(ETSY.US)$
$USバンコープ(USB.US)$
$ポラリス(PII.US)$
$ウェルズ・ファーゴ(WFC.US)$
$コムキャスト(CMCSA.US)$
$テラダイン(TER.US)$
$エクイファックス(EFX.US)$
$ヴィーバ・システムズ クラスA(VEEV.US)$
$トランスユニオン(TRU.US)$
Can you think of other cheap moat stocks?
$ウォーレン・バフェット保有銘柄(BK2999.US)$$バークシャー・ハサウェイ(BRK.A.US)$$バークシャー・ハサウェイ クラスB(BRK.B.US)$$アップル(AAPL.US)$$コカ・コーラ(KO.US)$$メタ・プラットフォームズ(META.US)$$マイクロソフト(MSFT.US)$$アルファベット クラスC(GOOG.US)$$アルファベット クラスA(GOOGL.US)$
コラムToday's pre-market stock movers: WMT, AMZN, KO, BABA and more
In reaction to earnings/guidance:
$リバティー・エナジー(LBRT.US)$ +11.6%, $F5(FFIV.US)$ +6.9%, $アンコール・ワイヤー(WIRE.US)$ + 5.6%, $アーチャー・ダニエルズ・ミッドランド(ADM.US)$ +5.5%, $バンク・オブ・エヌティー・バターフィールド&サン(NTB.US)$ +5%, $アルバニー・インターナショナル(AIN.US)$ +5%, $スリーエム(MMM.US)$ +4.0%,
Other news:
$Shell Midstream(SHLX.US)$ +10% (Shell USA to acquire all units in SHLX held by public at $15.85/unit total value $1.96 bln)
$ブリッジバイオ・ファーマ(BBIO.US)$...
コラムThis Weeks Outlook 4/25 - 4/29
コラムTop upgrades and downgrades on 3/18
• $オールステート(ALL.US)$: Raymond James Upgrades to Strong Buy from Outperform - PT $165 (from $145)
• $デジタルブリッジ・グループ(DBRG.US)$: JPMorgan Upgrades to Neutral from Underweight - PT $7
• $ガーミン(GRMN.US)$: BofA Securities Upgrades to Buy from Neutral - PT $140 (from $165)
• $ガイドワイア・ソフトウェア(GWRE.US)$: JMP Securities Upgrades to Market Outperform from Market Perform - PT $110
• $モンゴDB(MDB.US)$: UBS Upgrades to Buy from Neutral - PT $450 (from $345)...
コラムToday’s pre-market stock movers: ATSG, UAL, LUV, COUP and more
In reaction to earnings/quidance:
• $ギットラブ(GTLB.US)$ +8.8%, $ドール(DOLE.US)$ +2.6%, $トランスユニオン(TRU.US)$ +1.1%
Other news:
-$ホリシス・オートメーション・テクノロジーズ(HOLI.US)$ +12% (report of takeover interest from a company in China)
-$アナベックス・ライフ・サイエンシズ(AVXL.US)$ +10.2% (Phase 2 Clinical Biomarker Data from ANAVEX 2-73-PDD-001)
-$デルタ航空(DAL.US)$ +4.6% (provides 01 update)
-$エア・トランスポート・サービシズ・グループ(ATSG.US)$ +4.3% (plac...
コラムArk latest trades
$KEホールディングス(BEKE.US)$$ショッピファイ(SHOP.US)$$インタラクティブ・ブローカーズ・グループ(IBKR.US)$$メルカドリブレ(MELI.US)$$トランスユニオン(TRU.US)$$リペア・セラピューティクス(RPTX.US)$$サーフェイス・オンコロジー(SURF.US)$$武田薬品工業(TAK.US)$$テラドック・ヘルス(TDOC.US)$$バーテックス・ファーマシューティカルズ(VRTX.US)$$ROCHE HOLDING AG(RHHBY.US)$$リジェネロン・ファーマシューティカルズ(REGN.US)$$ノバルティス(NVS.US)$
まだコメントはありません