China Mobile Ltd News and Headlines -
The stock of China Mobile (NYSE:CHL, 30-year Financials) appears to be modestly undervalued, according to GuruFocus Value calculation. GuruFocus Value is GuruFocus' estimate of the fair value at which the stock should be traded. It is calculated based on the historical multiples that the stock has traded at, the past business growth and analyst estimates of future business performance. If the price of a stock is significantly above the GF Value Line, it is overvalued and its future return is likely to be poor. On the other hand, if it is significantly below the GF Value Line, its
The firm exited its position in Generac Holdings Inc. (GNRC). The trade had an impact of -0.65% on the portfolio.
The company, which manufactures power generation equipment and other engine-powered products, has a market cap of $22.03 billion and an enterprise value of $22.44 billion.
GuruFocus gives the company a profitability and growth rating of 9 out of 10. The return on equity of 30.16% and return
According to the GuruFocus discounted cash flow calculator as of Jan. 15, the following companies have a high margin of safety and have grown their margins over a 10-year period.
Norwegian Cruise Line
Norwegian Cruise Line Holdings Ltd.'s (NCLH) net margin and operating margin have grown by 10.33% and 16.13%, respectively, per annum over the past 10 years.
According to the DCF calculator, the stock is undervalued with a 106.30% margin of safety at $24.61 per share. The price-book ratio is 1.63. The share price has been as high as $59.78 and as low as $7.03 in the last
Last month, I wrote about China Mobile Ltd. (HKSE:00941)(CHL), remarking on how cheap the stock was in terms of fundamentals. At the time, the world's largest telecom company paid a 7.5% dividend and had no long-term debt. However, I failed to properly take into account the political risks the company faced in the trade war between the U.S. and China. This turned out to be quite the roller-coaster ride, but in the end, it reinforced my view that ignoring politics and focusing on fundamentals is the way to go in the investing world.
On Nov. 12,
China Mobile (CHL) is the largest telecom company in the world with close to a billion customers. It is also the largest of the three telecom companies which control the Chinese market, the others being China Unicom (SHSE:600050) and China Telecom (CHA).
Given the Chinese market is now quite saturated, growth will likely come more from data use increases and IoT (Internet of Things) rather than the number of subscribers. However, the company has no long-term debt and the balance sheet is very solid, as shown in the diagram below.
The company also pays a great
The following three companies may appeal to dividend investors, as their stocks are offering much higher dividend yields than the S&P 500 Index. The S&P 500 dividend yields 1.64% as of Thursday, Nov. 19.
Furthermore, Wall Street sell-side analysts have issued positive ratings for these stocks, indicating that their share prices are predicted to outperform over the several months ahead.
The first company is Chevron Corp (CVX), a San Ramon, California-based integrated oil and gas company.
Based on Thursday's closing price of $85.73 per share, Chevron offers trailing 12-month and forward dividend yields of 6.02%. The company
GuruFocus has recently developed the GuruFocus Fair Value Line, a unique method of estimating the intrinsic value of a stock. Building off of the popular Peter Lynch chart, which compares a stock's current price to how much its earnings per share would be worth if it traded at a price-earnings ratio of 15, the GF Value Line seeks to take more than price alone into account when attempting to determine value. This new metric considers the following three categories of information:
- Historical price-earnings, price-book, price-sales and price-to-free cash flow ratios.
- A GuruFocus adjustment factor based on the company's
According to the GuruFocus All-in-One Screener, a Premium feature, the following companies have grown their book value per share over the past decade through Sept. 9.
Book value per share is calculated as total equity minus preferred stock, divided by shares outstanding. Theoretically, it is what shareholders will receive if a company is liquidated. Total equity is a balance sheet item and is equal to total assets minus total liabilities.
Since the book value per share may not reflect the company's true value, some investors check the tangible book value to confirm their investment ideas.
Founded in 2001, the fund is part of Sarah Ketterer (Trades, Portfolio)'s Causeway Capital Management. The portfolio managers of the Los Angeles-based fund utilize a bottom-up, research-based investing strategy to identify value opportunities from among mid-cap and large-cap companies mainly in developed international markets, though it may invest up to 15% of total assets in emerging markets. The fund's strategy also prefers companies that return cash to shareholders through dividends or
According to the GuruFocus All-in-One Screener, a Premium feature, as of July 29, the following guru-held companies have positive future earnings estimates from Morningstar analysts.
Shares of UnitedHealth Group Inc. (UNH) were trading around $298.60 on Wednesday.
The health insurance provider has a GuruFocus profitability rating of 9 out of 10. Its earnings per share have increased 25.50% over the past three years.
Analysts project a three-year to five-year earnings growth rate of 12.61%. The return on equity of 29.56% and return on assets of 9.54% are outperforming 72% of
Companies that have positive and steady net margins and operating margins are often good investments because they can return a solid profit to investors.
According to the GuruFocus discounted cash flow calculator as of July 2, the following undervalued companies have a high margin of safety and have grown their margins over a 10-year period.
Intel Corp.'s (INTC) net margin and operating margin have grown 20.79% and 28.69% per annum, respectively, over the past 10 years.
According to the DCF calculator, the stock is undervalued with a 29.47% margin of safety at $58.81 per share. The price-earnings ratio
Causeway Capital Management, the Los Angeles-based firm founded by Sarah Ketterer (Trades, Portfolio) and Harry Hartford in 2001, seeks to achieve superior risk-adjusted returns by investing in mispriced equities in both developed as well as emerging markets.
The guru and her team look for potential opportunities among mid- and large-cap companies using quantitative and value-oriented methods. Each stock also receives a risk score based on the additional volatility or risk it adds to the portfolio. The investment team then enters positions in the stocks with the highest expected risk-adjusted return that also have a lower price-earnings ratio
Investing in dividend-paying stocks is a strategy that is truly tried and tested. According to data from a report published by JPMorgan in May of 2013, companies with a dividend policy returned an average of 9.5% in comparison to an average return of 1.6% from companies that did not pay dividends from 1972 to 2012. This difference between the performance of these two categories of stocks adds up to a massive dollar amount for the entire period of 40 years, as depicted below.
The U.S. markets have gained staggering amounts in the last 10 years, and
While gurus hold positions in these companies, their share prices and returns continue to decline. The following are the worst-performing stocks over the past six months with a long-term presence in more than five gurus' portfolios.
Shares of Exxon Mobil Corp. (XOM) declined 6.58% over the past six months. The stock is held by 24 gurus.
The oil and gas company has a $304.94 billion market cap. The stock was trading with a price-earnings ratio of 17.37. As of Wednesday, the share price of $72 was 16.84% below the 52-week high and
There’s something racy about a stock selling for less than $10.
Of course, any finance professor will tell you that the absolute price of a stock means nothing. The stock price is a function of how many shares are outstanding. Companies can issue as many shares as they like. So, the odds of making a profit on a $9 stock and a $90 stock should be the same.
One can agree with the professors intellectually and still feel an emotional thrill when speculating in a stock with a single digit price. Often, low-priced stocks are issued by smaller companies. Frequently,
As of Friday, several securities were offering a forward dividend yield that more than doubled the S&P 500 index's yield of 1.86%. Thus, here is a list of three stocks that dividend investors may want to consider.
Further, the forward dividend yield of the following three stocks is – as of Friday – compelling relative to their historical values, meaning these three long-term dividend payers are seen as profitable investments.
The first company is the large U.S. bank Wells Fargo & Company (WFC), with a closing share price of $46.89 and a market capitalization of $210.74 billion on Friday. The
According to the GuruFocus All-in-One Screener, the following companies have high dividend yields but performed poorly over the last 12 months.
Coca-Cola Co.'s (KO) dividend yield is 3.05% with a payout ratio of 96%. Over the last 52 weeks, the share price has risen 16%. The stock is trading with a price-book ratio of 12.49 and a price-earnings ratio of 31.58.
The nonalcoholic beverage company has a market cap of $219 billion and a profitability and growth rating of 5 out of 10. The return on equity of 37.09% and return on assets of
To find more value opportunities, investors should look for stocks with returns that at least double 20-year high-quality market corporate bonds.
These bonds represent corporate loans issued by triple-A, double-A and single-A rated companies, which means they are unlikely to have financial problems.
The most recent observation of the Federal Reserve Bank of St. Louis indicates the monthly average spot rate of the 20-year bond is 4.26%.
Thus, the following stocks have price-earnings ratios of less than 11.74 as of May 20 (the price-earnings ratio is the inverse of the earnings yield).
Wall Street issued
Shares of Cisco Systems Inc. (CSCO) are up nearly 40% since Dec. 24, nearly in tandem with the bull run in the U.S. stock market. Yet, it would be myopic to suggest that given the company’s rally, it has already run its course.
Far from it. Cisco appears to have much room to run in the coming quarters as it continues to diversify by expanding from hardware and infrastructure products into software and services.
Cisco Systems' infrastructure business continues to lay the foundation that allows it to easily expand to
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