Value Investor Daily #70

Every Day Is Black Friday When You're a Value Investor

November 29, 2024

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Happy Black Friday!

The beauty of value investing is that thereā€™s always something on sale and a deal to be had. Every day is Black Friday for value investors.

Here are a dozen ā€œstocks on saleā€ from a screen we ran with the following criteria:

  • Earnings yield > 6.67% (double S&P currently)

  • Sales growth > 10% (roughly double the current S&P 500 sales per share growth rate)

  • Earnings growth > 15% (roughly double the current S&P 500 EPS growth rate)

Company

Ticker

P/E

YoY Rev Growth

YoY EPS Growth

PDD Holdings

PDD

9.7x

84%

127%

Chubb

CB

11.8x

13%

44%

Western Midstream

WES

10.1x

16%

44%

Wynn Resorts

WYNN

11x

25%

11,981%

Abercrombie & Fitch

ANF

14.7x

19%

152%

Oshkosh Corp

OSK

10.9x

12%

29%

Weatherford International

WFRD

11.5x

11%

50%

Nextracker

NXT

10.8x

34%

89%

Portland General Electric

POR

14.3x

14%

50%

Frontline

FRO

6.8x

83%

109%

Green Brick Partners

GRBK

9.2x

12%

34%

Century Communities

CCS

9x

18%

30%

Above-average growth at below-average valuation is a simple formula for long-term gains (as long as the growth is sustainable).

What are you shopping for (and where) this Black Friday?

Enjoy!

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Thank you for reading today!

Happy Investing,
Value Investor Daily

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