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Investing website that displays stock ideas, opinions and my strategies.

Avnet: How To Play This ‘Cheap’ Low Margin/Low-Growth Stock

November 9, 2015 By Sophocles Sophocleous

Summary A global player trading at around 10x LTM earnings. A look at the fundamentals, variety of valuation methods, guidance, historical guidance and headwinds. Investors interested can profit by focusing on the low end of the valuation and the 200-day MA. Avnet (NYSE:AVT) is a global electronics distributor and along with competitor Arrow Electronics (NYSE:ARW) … [Read more...]

Arrow Electronics Is Pointing Sideways

November 3, 2015 By Sophocles Sophocleous

Summary Arrow is a global leader in tech distribution, trading at under 10x earnings. Financial results indicate sideways performance at best with growth mostly coming from buybacks. Despite cheapness the stock should be avoided based on FX headwinds, weak benefits from acquisitions, and cash flows that don't justify a long. Arrow Electronics (NYSE:ARW) is a … [Read more...]

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Disclaimer

fatalpha.com is not operated by a broker, a dealer, a registered investment adviser, or a regulated entity. Under no circumstances does any information posted represent a recommendation to buy or sell a security. In no event shall fatalpha.com, Sophocles Sophocleous, FATALPHA LTD, or any affiliates or associates be liable to any member or guest for any damages of any kind arising out of the use of any content available on the website. Past performance is a poor indicator of future performance. All the information on this site and any related materials is not intended to be, nor does it constitute investment advice or recommendations. All materials and information you obtain here are exclusively for informational purposes and does not constitute an offer or solicitation to provide any investment services to investors based in the U.S. or elsewhere.

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Sophocles Sophocleous

A Fulbright scholar and Chartered Financial Analyst, has been active in the global financial markets since 1999. This website displays his personal thoughts and views. Read More…

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