Share to Twitter Share to Linkedin We think that ViaSat Inc. currently is a better bet compared to Qorvo Inc. . VSAT stock trades at 1.3x trailing revenues, much lower than that of QRVO, whose P/S multiple stands at 3.3x. Does this gap in the companies’ valuations make sense? We don’t think so and we only expect ViaSat to narrow this gap. While both companies weren’t significantly hampered by the pandemic and have seen roughly similar growth over the past few years, ViaSat has posted more consistent sales growth. Both ViaSat and Qorvo are communications technology companies and have seen around 1.5x sales growth since FY ’17 (Both companies’ fiscal years end in March). ViaSat has seen sales rise from $1.6 billion in FY ’17 to $2.5 billion on an LTM basis, while Qorvo has seen sales grow from $3 billion to $4.5 billion over the same period, a growth in line with that of ViaSat. For details about ViaSat’s revenues and comparison to peers, see ViaSat … [Read more...] about Read This If You Think Qorvo Stock Is Your Best Communications Bet
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Share to Twitter Share to Linkedin Our theme of Apple Component Supplier Stocks – which includes a diverse set of companies that supply components for Apple’s iPhones and other iDevices, has remained roughly flat year-to-date in 2022, compared to the broader S&P 500 which remains down by about -4%. Over 2021, the theme gained about 17%, underperforming the broader market which gained about 27% over the same period. So what does 2022 hold for Apple supplier stocks? While high-growth technology stocks, in general, have seen some weakness, due to rising bond yields and the Federal Reserves’ hawkish stance, Apple supplier stocks could benefit from the fact that they trade at relatively lower multiples versus other tech stocks (P/S of about 4.7x). Moreover, the semiconductor shortage, which hurt the broader consumer electronics industry, could also ease a bit this year, potentially helping these stocks. That being said, demand for these companies is heavily … [Read more...] about Will Lower Multiple Tech Stocks Do Better In 2022?
What do you think is the top reason employees decide to quit ? Did you guess more money? Not even close. A better title? Saner working hours? Nope and nope. Trying to get away from a bad boss? You might think so, but no. Here's the No. 1 reason employees look for new jobs: They're bored with their old ones. That's the finding in a new Korn-Ferry survey of about 2,000 professionals. When asked what would drive them into the job market in 2017, an impressive 73 percent chose the answer: "I need a more challenging position." Needless to say, that response far outstripped any of the other choices. "My efforts are not recognized" and "I don't like my company" tied for second, with 9 percent of respondents saying each of those would be their likeliest reason for leaving. Only 5 percent said they would quit in search of higher compensation, and only 4 percent said they would leave to get away from a bad boss. This is excellent news for everyone interested in keeping their best … [Read more...] about The No. 1 Reason Employees Quit Is Not What You Think
In the last six months, Lucid Group ( NASDAQ:LCID ) has jumped 81% while the S&P 500 has risen just 6.2%. Not all electric vehicle (EV) stocks have been so fortunate, with many selling off over the last few months. Despite some weakness in EVs today, the market is growing and leaders are emerging. And three Fool.com contributors think General Motors ( NYSE:GM ) , Nio ( NYSE:NIO ) , and Ford Motor Company ( NYSE:F ) are better investments today than even Lucid. Image source: Getty Images. Detroit's EV play Travis Hoium (General Motors): Most of the companies thought to be EV stocks are effectively start-ups today. But it's extremely difficult to go from start-up to scale in the auto business, so I think a great investing strategy would be betting on an established company making the EV transition. General Motors fits that description. By 2025, GM will launch 30 models of EVs and by 2035 it will only make electric vehicles, based on … [Read more...] about Missed Out on Lucid? 3 Better EV Stocks to Buy Now
Independents often get a bad wrap in American politics. They’re more than likely characterized as apathetic, disinterested milquetoasts too spineless or clueless to pick a side and stick with them. Partisans from either ideological pole shout at them “Do you even pay attention? Isn’t it obvious who you should vote for!?” But, as revealed in a recent focus group of 14 Independents hosted by pollster Frank Luntz and showcased by The New York Times, Independents are often far more politically astute than they’re given credit for. They gave the same answers you would expect from a liberal who believes systemic racism threatens to squelch democracy or a conservative who believes globalism and the deep state threaten to destroy the Founders’ vision when Luntz asked them to describe in a single word life in contemporary America. “Divided,” “Dismal,” “Burned out,” “Disappointment,” “Stressful,” they responded. “Lost.” They were acutely aware that the current level of division … [Read more...] about DANIEL: A Focus Group Of 14 Ordinary People May Have A Better Sense Of Where America Is Headed Than Anyone In Politics
Share to Twitter Share to Linkedin We think that Chipotle Mexican Grill’s stock (NYSE: CMG), currently is a similar pick compared to Texas Roadhouse’s stock (NASDAQ: TXRH). Chipotle’s stock trades at about 5.8x trailing revenues, compared to around 1.8x for Texas Roadhouse. Does this gap in the companies’ valuations make sense? We believe so. Chipotle has recorded higher revenue growth and a better growth in operating margin over the last three years. However, there is more to the comparison, which makes Chipotle and Texas Roadhouse similar bets at these valuations. Let’s step back to look at the fuller picture of the relative valuation of the two companies by looking at historical revenue growth as well as operating income and operating margin growth. Our dashboard Chipotle Mexican Grill vs Texas Roadhouse : Industry Peers; Which Stock Is A Better Bet? has more details on this. Parts of the analysis are summarized below. 1. Revenue Growth As … [Read more...] about Is Chipotle’s Stock Better Than This Peer?
Carli Lloyd seemed like the perfect brand ambassador when she began talking to fitness recovery startup Symbodi last spring. The soccer star had a reputation as not only one of the best players in the history of her sport but also a fanatically hard worker whose hours in the gym had her playing at a high level even as she was turning 39. Then came word that she would be retiring after the Tokyo Olympics. For many brands, that might have been a deal breaker—why make a major investment in an athlete just as she was leaving the global stage? But Symbodi, the Canadian manufacturer of a wall-mounted massage device, didn’t flinch. And the more chief operating officer Aaron Turner thought about it, the more this seemed like an opportunity. “Carli is extremely decorated, but now that she starts this new chapter in life, it’s really interesting the story that we get to tell over this four-year partnership—how she is using recovery in her day-to-day life and not just how she views … [Read more...] about As Carli Lloyd Eases Into Retirement, Business Has Never Been Better For The Soccer Star
To revive his sweeping Build Back Better climate-change and social-spending legislation, President Biden plans to make it, well, less sweeping. This week, Biden announced plans to split up his Build Back Better agenda into at least two parts: separating the climate provisions from other initiatives in the hopes that it'll help them pass sooner rather than later. "I think we can break the package up, get as much as we can now, and come back and fight for the rest later," he said during a rare two-hour news conference on Wednesday evening, the eve of his one-year anniversary in office. Last month, a vote on the full bill came to a halt when Senator Joe Manchin (D-W.Va.), a key swing vote, announced his opposition. Manchin has, however, suggested that he might back various climate provisions, a sign that he may favor a more focused bill. For green-energy businesses and electrical-vehicle makers, the move brings them a step closer to what will likely be boom … [Read more...] about Biden’s Build Back Better Agenda Gets Second Chance
The biggest bull case for Bitcoin ( CRYPTO:BTC ) right now centers on it becoming a digital version of gold. While cryptocurrency enthusiasts envision a world where digital assets have real utility in our daily lives, as things stand today, the most valuable cryptocurrency is just starting to scratch the surface as a legitimate store of value. Institutions are beginning to allocate portions of their portfolios to Bitcoin, and corporations like Block and Tesla are even buying Bitcoin for their balance sheets. I expect many organizations will follow these trailblazers, creating a path to cement Bitcoin as a true "digital gold." I think the top cryptocurrency has some major advantages compared to the expensive precious metal. Continue reading to find out why Bitcoin may be a better investment than gold. Image source: Getty Images. How Bitcoin and gold are similar First, it's worthwhile to understand the similarities between … [Read more...] about Here’s Why Bitcoin Is Better Than Gold
Electric-vehicle (EV) newcomers Lucid Group ( NASDAQ:LCID ) and Rivian Automotive ( NASDAQ:RIVN ) captured headlines in 2021 after both companies went public, began delivering vehicles, and set bold plans for 2022. Less than two weeks into the new year, Lucid's shares have already gained around 20%, while Rivian stock has fallen 20%. Is it better to buy Lucid after its recent run-up or Rivian on sale? Image source: Lucid Group. Look behind the curtain Daniel Foelber (Lucid Group): Lucid hasn't released any major announcements this year. However, there has been lots of news in the EV industry over the last month, including Tesla 's record production and delivery numbers, Ford 's accelerated ramp-up of its EV production , and Toyota 's major battery-investment announcement. These are all good signs that both newer companies and legacy automakers are recognizing strong consumer demand and market potential for electric cars at multiple price points. … [Read more...] about Better Buy Now: Lucid Up 20% or Rivian Down 20%?