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Is Radiant Opto-Electronics an Undervalued Dividend Play?

Andrew Stolz

Highlights: End markets mature, no opportunities to grow. Massive dividend yield secured by strong cash generation. End markets mature, no opportunities to grow. ROEC’s revenue is mainly dependent on the growth of the end markets such as computers, phones, and tablets. The FCF yield shows ROEC’s dividend-paying potential.

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Has Volvo’s Strong Value Creation Been Overlooked by the Market?

Andrew Stolz

Value play with strong dividend growth potential. Leading role in EV and hydrogen to reclaim market share. China is by far the strongest and fastest-growing market for heavy duty trucks in the world. It is the primary market for the company to realize future growth opportunities. Download the full report as a PDF.

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Will Pressure on Kohl’s Management Drive Share Price?

Andrew Stolz

The hedge fund values the e-commerce business as a stand-alone business more than the total market cap of Kohl’s. Share repurchases and dividends. Kohl’s share price has chronically underperformed the market. The dividend yield could return to 5% in 2022. EBIT margin expansion in 22E probably only short-lived.

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Is Ralph Lauren’s Polo Shirt Worth More Than Its Share Price?

Andrew Stolz

However, there is not much further room to improve, and we think that the market already acknowledged past efforts of margin expansion. Strong operating cash flow allows the company to pay out dividends which are in line with its pre=pandemic policy. We expect that the dividend yield over the near-term to range between 2-3%.

EBIT 52
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Will the IPO of ABB’s E-Mobility division give the share price a new boost?

Valutico

billion with EBIT margin increasing to 16.6% The IPO of ABB’s E-Mobility division was planned for mid-2022 but has been delayed due to unfavorable market conditions. Currently the company is trading at CHF 30 per share with a market capitalization of CHF 56.1 At this level the dividend yield is 2.8%. . from 15.1%

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Will the IPO of ABB’s E-Mobility division give the share price a new boost?

Valutico

billion with EBIT margin increasing to 16.6% The IPO of ABB’s E-Mobility division was planned for mid-2022 but has been delayed due to unfavorable market conditions. Currently the company is trading at CHF 30 per share with a market capitalization of CHF 56.1 At this level the dividend yield is 2.8%. . from 15.1%

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Valuation Using Multiples—What Is It and How Does It Work? Core Ideas Explained

Valutico

Valuations using multiples is one of the three main approaches to valuing a business, sometimes referred to as the ‘market-based approach’. Comparable data is based on market prices of comparable, listed companies (a so called ‘peer group’). This valuation method reflects investor sentiment in sectors and markets. Examples: .