This Week at VL: VLLTR Opportunities

The subtle, even stealthy, deterioration of fundamentals continues. There’s a fair amount of slippage in the long-term forecasts. As we’ve been saying, it will be interesting when the 2015 estimates begin rolling and Value Line ratchets their 3-5 year forecasts to the next year. Top 40 regulars Pepsi (PEP) and Coca-Cola (KO) continue to be compelling studies during these times of reduced long-term forecasts.

Materially Stronger: Apollo Group (APOL), Spartan Stores (SPTN)

Materially Weaker: SodaStream (SODA), ROVI (ROVI), Strayer Education (STRA), Canon (CAJ)

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s