In short: BUY — second on the Reverse-DCF list (−33.2% required vs 9.6% expected, +42.8pp) and ninth-best performer YTD at +42.3%. The reverse DCF swung from August's −9.2pp to +42.8pp in a month in which the stock rose. ER 12.50%.
In short: BUY. ER 12.60% on 9.6% growth and a 2.4% yield; fwd PE 21.7 against a 23.0 average — only 5.7% under. The reverse DCF is the sharpest dissent on the Buy list: 18.8% growth required against 9.6% expected (−9.2pp). YTD +38.3%.
In short: BUY — new to the Buy list this month (it is the one name on the 54 that was not on June's 53). FV $81.9 vs $54.0 = 34.0% under; ER 13.9%; fwd PE 21.7 against 34.6 (37.3% under); RDCF 7.9% vs 9.6% expected. Up 21.0% YTD.
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