This week, we provide top-five ranked VE data for our Aerospace Stocks. We take a look at our latest data on JCPenney. We currently have an overvaluation warning underway. You can now sign up online for ValuEngine Capital, the investment advisory firm.
VALUATION WARNING: Overvalued stocks now make up 69.31% of our stocks assigned a valuation and 34.19% of those equities are calculated to be overvalued by 20% or more. Sixteen sectors are calculated to be overvalued.
ValuEngine Index Overview
|
Index
|
Week Open
|
Friday AM
|
Change
|
% Change
|
YTD
|
|
DJIA
|
20663.43
|
20753.03
|
222.67
|
1.09%
|
5.01%
|
|
NASDAQ
|
5850.2
|
5820.77
|
65.48
|
1.14%
|
8.13%
|
|
RUSSELL 2000
|
1400.66
|
1390.61
|
5.03
|
0.36%
|
2.47%
|
|
S&P 500
|
2354.91
|
2357.79
|
21.57
|
0.93%
|
5.31%
|
ValuEngine Market Overview
|
Summary of VE Stock Universe
|
|
|
Stocks Undervalued
|
30.69% |
|
Stocks Overvalued
|
69.31% |
|
Stocks Undervalued by 20%
|
13.66% |
|
Stocks Overvalued by 20%
|
34.19% |
ValuEngine Sector Overview
|
Sector
|
Change
|
MTD
|
YTD
|
Valuation
|
Last 12-MReturn
|
P/E Ratio
|
| Industrial Products |
-0.54%
|
0.70%
|
3.47%
|
20.02% overvalued
|
35.35%
|
23.81
|
| Finance |
0.11%
|
3.26%
|
4.47%
|
19.55% overvalued
|
28.09%
|
18.85
|
| Multi-Sector Conglomerates |
0.22%
|
3.00%
|
5.93%
|
19.24% overvalued
|
25.90%
|
20.11
|
| Computer and Technology |
-0.52%
|
2.55%
|
7.06%
|
17.50% overvalued
|
29.78%
|
31.18
|
| Aerospace |
-0.33%
|
0.21%
|
2.45%
|
16.12% overvalued
|
36.41%
|
21.69
|
| Business Services |
-0.49%
|
1.18%
|
2.75%
|
14.84% overvalued
|
21.67%
|
23.19
|
| Transportation |
-0.54%
|
1.26%
|
6.12%
|
14.18% overvalued
|
30.39%
|
19.09
|
| Auto-Tires-Trucks |
-1.42%
|
1.88%
|
3.81%
|
13.93% overvalued
|
41.63%
|
14.56
|
| Utilities |
-0.65%
|
1.76%
|
4.02%
|
13.81% overvalued
|
22.15%
|
23.97
|
| Consumer Staples |
0.04%
|
2.00%
|
3.42%
|
10.57% overvalued
|
19.90%
|
25.12
|
| Basic Materials |
-0.84%
|
2.53%
|
10.80%
|
8.96% overvalued
|
77.63%
|
28.34
|
| Consumer Discretionary |
-0.02%
|
1.55%
|
3.28%
|
8.33% overvalued
|
25.80%
|
24.88
|
| Oils-Energy |
-0.33%
|
-0.84%
|
1.80%
|
7.93% overvalued
|
52.43%
|
26.91
|
| Construction |
-0.82%
|
2.72%
|
4.46%
|
7.24% overvalued
|
38.52%
|
20.70
|
| Retail-Wholesale |
-1.25%
|
2.81%
|
1.31%
|
2.09% overvalued
|
8.41%
|
23.27
|
| Medical |
-0.24%
|
3.83%
|
8.30%
|
0.90% overvalued
|
13.28%
|
27.50
|
Sector Talk–Aerospace
Below, we present the latest data on Aerospace stocks from our Professional Stock Analysis Service. Top- five lists are provided for each category. We applied some basic liquidity criteria–share price greater than $3 and average daily volume in excess of 100k shares.
Top-Five Aerospace Stocks–Short-Term Forecast Returns
|
Ticker
|
Name
|
Mkt Price
|
Valuation (%)
|
Last 12-M Return (%)
|
| EGL | ENGILITY HLDGS | 30.62 | 9.20% | 124.49% |
| ESL | ESTERLINE TECHN | 88.8 | 8.12% | 59.40% |
| MOG.A | MOOG INC A | 66.27 | 16.97% | 59.19% |
| SPR | SPIRIT AEROSYS | 59.91 | 13.24% | 31.84% |
| BEAV | B/E AEROSPACE | 62.86 | 4.45% | 46.73% |
Top-Five Aerospace Stocks–Momentum
|
Ticker
|
Name
|
Mkt Price
|
Valuation (%)
|
Last 12-M Return (%)
|
| KTOS | KRATOS DEFENSE | 8.51 | 45.20% | 170.16% |
| EGL | ENGILITY HLDGS | 30.62 | 9.20% | 124.49% |
| KLXI | KLX INC | 49.76 | N/A | 77.52% |
| HII | HUNTINGTON INGL | 214.35 | 24.57% | 61.31% |
| ESL | ESTERLINE TECHN | 88.8 | 8.12% | 59.40% |
Top-Five Aerospace Stocks–Composite Score
|
Ticker
|
Name
|
Mkt Price
|
Valuation (%)
|
Last 12-M Return (%)
|
| ESL | ESTERLINE TECHN | 88.8 | 8.12% | 59.40% |
| BEAV | B/E AEROSPACE | 62.86 | 4.45% | 46.73% |
| SPR | SPIRIT AEROSYS | 59.91 | 13.24% | 31.84% |
| EGL | ENGILITY HLDGS | 30.62 | 9.20% | 124.49% |
| MOG.A | MOOG INC A | 66.27 | 16.97% | 59.19% |
Top-Five Aerospace Stocks–Most Overvalued
|
Ticker
|
Name
|
Mkt Price
|
Valuation (%)
|
Last 12-M Return (%)
|
| KTOS | KRATOS DEFENSE | 8.51 | 45.20% | 170.16% |
| LLL | L3 TECHNOLOGIES | 166.45 | 44.35% | 41.30% |
| GD | GENL DYNAMICS | 188.3 | 39.21% | 38.55% |
| RTN | RAYTHEON CO | 153.29 | 36.69% | 22.42% |
| AIR | AAR CORP | 33.42 | 36.63% | 59.22% |
Free Download for Readers
As a bonus to our Free Weekly Newsletter subscribers,
we are offering a FREE DOWNLOAD of one of our Stock Reports
JCPenney (JCP) is one of America’s leading retailers, operating department stores throughout the United States and Puerto Rico, as well as one of the largest apparel and home furnishing sites on the Internet, jcp.com, and the nation’s largest general merchandise catalog business. Through these integrated channels, JCPenney offers a wide array of national, private and exclusive brands.
VALUENGINE RECOMMENDATION: ValuEngine continues its SELL recommendation on PENNEY (JC) INC for 2017-02-23. Based on the information we have gathered and our resulting research, we feel that PENNEY (JC) INC has the probability to UNDERPERFORM average market performance for the next year. The company exhibits UNATTRACTIVE Sharpe Ratio and Momentum.
You can download a free copy of detailed report on JCPenney (JCP) from the link below.
Read our Complete Rating and Forecast Report on JCPenney (JCP) HERE.
JCPenney
|
ValuEngine Forecast
|
||
|
Target
Price* |
Expected
Return |
|
|---|---|---|
|
1-Month
|
6.82 | -0.61% |
|
3-Month
|
6.63 | -3.36% |
|
6-Month
|
6.37 | -7.17% |
|
1-Year
|
6.36 | -7.29% |
|
2-Year
|
5.24 | -23.57% |
|
3-Year
|
3.57 | -48.03% |
|
Valuation & Rankings
|
|||
|
Valuation
|
55.33% undervalued | Valuation Rank(?) |
97 |
|
1-M Forecast Return
|
-0.61% | 1-M Forecast Return Rank |
14 |
|
12-M Return
|
-9.14% | Momentum Rank(?) |
18 |
|
Sharpe Ratio
|
-0.69 | Sharpe Ratio Rank(?) |
11 |
|
5-Y Avg Annual Return
|
-36.65% | 5-Y Avg Annual Rtn Rank |
16 |
|
Volatility
|
52.80% | Volatility Rank(?) |
32 |
|
Expected EPS Growth
|
1,125.00% | EPS Growth Rank(?) |
99 |
|
Market Cap (billions)
|
2.09 | Size Rank |
72 |
|
Trailing P/E Ratio
|
171.50 | Trailing P/E Rank(?) |
32 |
|
Forward P/E Ratio
|
14.00 | Forward P/E Ratio Rank |
68 |
|
PEG Ratio
|
0.15 | PEG Ratio Rank |
80 |
|
Price/Sales
|
0.17 | Price/Sales Rank(?) |
96 |
|
Market/Book
|
1.83 | Market/Book Rank(?) |
58 |
|
Beta
|
0.75 | Beta Rank |
54 |
|
Alpha
|
-0.21 | Alpha Rank |
18 |
ValuEngineCapital Money Management Services
We are pleased to announce that ValuEngine Capital has begun trading for our clients. ValuEngine Capital, a registered investment advisory firm, offers our clients investment-management services based on industry-leading ValuEngine research. ValuEngine Capital melds the cutting-edge financial theory of ValuEngine’s award-winning quantitative independent research with the best real-world Wall St. practices. ValuEngine Capital offers refined investment portfolios for investors of all risk-reward profiles.
ValuEngine Capital is offering several investment strategies to clients, including the the ValuEngine View Strategy and the ValuEngine Diversified Strategy
Professional Portfolio Management Services
ValuEngine View Strategy: The ValuEngine View Strategy is the product of a sophisticated stock valuation model that was first developed by ValuEngine’s academic research team.
- It utilizes a three factor approach: fundamental variables such as a company’s trailing 12-month Earnings-Per-Share (EPS), the analyst consensus estimate of the company’s future 12-month EPS, and the 30-year Treasury yield are all used to create a more accurate reflection of a company’s fair value.
- A total of eleven additional firm specific variables are also used. The ValuEngine View portfolio is constructed by integrating both our Aggressive Growth—based on the Valuation Model–and Diversified Growth—based on the Forecast Model– Portfolio Strategies.
- The ValuEngine View Strategy is constructed by integrating this model along with some basic rules for market capitalization and industry diversification. The portfolio has 15 stocks and is rebalanced once each month.
Strategies To Suit All Investor Types
The ValuEngine Diversified Strategy: The ValuEngine Diversified Strategy invests in a variety of asset classes in order to provide investors with stable returns and a high- dividend yield coupled with significantly lower risk than single-asset products.
- The ValuEngine Diversified Strategy may include ETFs focused on commodities, stock indices, REITS, bonds, emerging markets, and other suitable products.
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- The ValuEngine Diversified Strategy is designed for investors seeking management for their IRA and other retirement funds as well as those whose risk-profile is not suitable for our other strategies.
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or by phone at (407) 308-5686.
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