- (1:45) - Is It Time To Invest In Apple?
- (7:30) - How Much Are You Willing To Pay For Earnings?
- (17:00) - Episode Roundup: AAPL, MU, NVDA, URI, HESS
- Podcast@Zacks.com
Welcome to Episode #165 of the Value Investor Podcast
Every week, Tracey Ryniec, the editor of Zacks Value Investor portfolio, shares some of her top value investing tips and stock picks.
Some popular value stocks now seem pretty pricey. But are they?
Look at Apple (AAPL - Free Report) . It’s now trading at all time highs, up 68% year-to-date, but it is also trading at its most expensive P/E over the last 10 years. It now trades with a forward P/E of 19.9.
Are its earnings and revenues worth paying that price?
The stock was its cheapest in 2013 when its forward P/E was between 8.9 and 12.8. Even when Warren Buffett bought in 2016, the shares were trading at 9.9 to 13.9x.
Are the Cyclicals Finally Cheap?
1. Micron (MU - Free Report) is not “cheap.” It’s trading at 19x. But in 2016, it traded at 105x before earnings started rising dramatically. Have the earnings bottomed again?
2. NVIDIA (NVDA - Free Report) is now trading at 39x but when earnings were soaring in 2017 it traded as high as 59x. Does that make it a bargain?
3. United Rentals (URI - Free Report) is already cheap, trading with a forward P/E of 8. Revenues and earnings are expected to rise by the double digits this year. In 2010, it traded with a forward P/E of 70 as earnings collapsed following the recession.
4. H&E Equipment (HEES - Free Report) is also an equipment rental company which is trading at 14x. It’s expected to see double digit earnings growth this year. But has peak cycle already happened?
What else do value investors need to know about investing in the cyclicals?
Listen to this week’s podcast to find out.
5 Stocks Set to DoubleEach was hand-picked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2020. Each comes from a different sector and has unique qualities and catalysts that could fuel exceptional growth.
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.
Today, See These 5 Potential Home Runs >>
Zacks Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
It’s a little-known chemical company that’s up 65% over last year, yet still dirt cheap. With unrelenting demand, soaring 2022 earnings estimates, and $1.5 billion for repurchasing shares, retail investors could jump in at any time.
This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.
Free: See Our Top Stock and 4 Runners Up >>
Welcome to Episode #165 of the Value Investor Podcast
Every week, Tracey Ryniec, the editor of Zacks Value Investor portfolio, shares some of her top value investing tips and stock picks.
Some popular value stocks now seem pretty pricey. But are they?
Look at Apple (AAPL - Free Report) . It’s now trading at all time highs, up 68% year-to-date, but it is also trading at its most expensive P/E over the last 10 years. It now trades with a forward P/E of 19.9.
Are its earnings and revenues worth paying that price?
The stock was its cheapest in 2013 when its forward P/E was between 8.9 and 12.8. Even when Warren Buffett bought in 2016, the shares were trading at 9.9 to 13.9x.
Are the Cyclicals Finally Cheap?
1. Micron (MU - Free Report) is not “cheap.” It’s trading at 19x. But in 2016, it traded at 105x before earnings started rising dramatically. Have the earnings bottomed again?
2. NVIDIA (NVDA - Free Report) is now trading at 39x but when earnings were soaring in 2017 it traded as high as 59x. Does that make it a bargain?
3. United Rentals (URI - Free Report) is already cheap, trading with a forward P/E of 8. Revenues and earnings are expected to rise by the double digits this year. In 2010, it traded with a forward P/E of 70 as earnings collapsed following the recession.
4. H&E Equipment (HEES - Free Report) is also an equipment rental company which is trading at 14x. It’s expected to see double digit earnings growth this year. But has peak cycle already happened?
What else do value investors need to know about investing in the cyclicals?
Listen to this week’s podcast to find out.
5 Stocks Set to DoubleEach was hand-picked by a Zacks expert as the #1 favorite stock to gain +100% or more in 2020. Each comes from a different sector and has unique qualities and catalysts that could fuel exceptional growth.
Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.
Today, See These 5 Potential Home Runs >>
Zacks Names "Single Best Pick to Double"
From thousands of stocks, 5 Zacks experts each have chosen their favorite to skyrocket +100% or more in months to come. From those 5, Director of Research Sheraz Mian hand-picks one to have the most explosive upside of all.
It’s a little-known chemical company that’s up 65% over last year, yet still dirt cheap. With unrelenting demand, soaring 2022 earnings estimates, and $1.5 billion for repurchasing shares, retail investors could jump in at any time.
This company could rival or surpass other recent Zacks’ Stocks Set to Double like Boston Beer Company which shot up +143.0% in little more than 9 months and NVIDIA which boomed +175.9% in one year.
Free: See Our Top Stock and 4 Runners Up >>
Get the latest research report on AAPL - FREE
Get the latest research report on MU - FREE
Get the latest research report on NVDA - FREE
Get the latest research report on URI - FREE
Get the latest research report on HEES - FREE