Archive

Every entry published at this address, newest first. Nine entries were , dated November 2013 to December 2014, all written by Michael Ghioldi.

December 2014

2014 Best & Worst Performing Stocks and Sectors - S&P 500December 17, 2014 / by Michael Ghioldi

February 2014

The Stock Market is Down 5% YTD, Now What?February 7, 2014 / by Michael Ghioldi
10 Undervalued S&P 500 Stocks – Including Valero Energy Corp. (NYSE:VLO) and MasterCard, Inc. (NYSE:MA)February 6, 2014 / by Michael Ghioldi

January 2014

The Super Bowl and Mid-Cap Stocks- Take the Under!January 31, 2014 / by Michael Ghioldi
AFG Mid Cap Universe - 5 Year Median Implied Sales Growth (1-23-14)January 31, 2014 / by Michael Ghioldi
AFG Mid Cap Universe - Percent to Target (1-23-14)January 31, 2014 / by Michael Ghioldi
Avoid These Wealth Destroying Companies – Including FedEx Corp. (NYSE:FDX) And Alcoa Inc. (NYSE:AA)January 28, 2014 / by Michael Ghioldi
Set It and Forget It - Don't Fear the Market Run-Up - S&P 500 (INDEXSP:.INX)January 24, 2014 / by Michael Ghioldi

November 2013

CEO Value Maximizers Including Dun & Bradstreet Corp. (NYSE:DNB) & Gilead Sciences (NASDAQ:GILD)November 18, 2013 / by Michael Ghioldi

AFG Value Framework

Value = Future cash flow discounted by a risk adjusted cost of capital.

Value Framework

“Value = Future cash flow discounted by a risk adjusted cost of capital.” — The Stock Market is Down 5% YTD, Now What?

Economic Margin (EM)

“measures the return a company earns above or below its cost of capital” — Avoid These Wealth Destroying Companies

Percent to Target

“compares the intrinsic value of a company against its market traded price” — The Super Bowl and Mid-Cap Stocks

Implied Sales Growth

“the future sales growth a company must deliver to justify its traded price” — AFG Mid Cap Universe - 5 Year Median Implied Sales Growth

Management Quality

“identifies companies that investors may want to avoid as they have management teams that are attempting to grow their businesses when they are not profitable” — Avoid These Wealth Destroying Companies

AFG Investment Grade

“AFG Investment Grade methodology and Valuation metrics to identify a few companies from each list that we find attractive going forward” — 2014 Best & Worst Performing Stocks and Sectors