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US Leaders

Strategy summary

Invest in a rotating portfolio of top US-based, non-financial companies. Strategy results are shown below. This page contains financial information on the 40 companies we screen for our portfolio. For a detailed overview of our US Leaders strategy and rationale behind it, follow the link

Read more

US Leaders — Screener 

Company
Price and
change
Year div-d yield
FCF Yield LTM
Last growth
Revenue/EBITDA
AVG growth
last/hist
EV /
LTM
EBITDA
(p75)
Express
potential
Value creation
Technology
Payments
Hardware
Software
Communications
Entertainment
Consumer Brand
Food
Retail
Pharma
Equipment

In green are highlighted the companies included in the target portfolio, i.e. satisfying one of the conditions:
(1) show accelerated financials growth (average between revenue growth and EBITDA growth) and cost on the EV/EBITDA bases less than historical 75% percentile
(2) create fundamental value of more than 15% (see the details on the company page)

Market Attractiveness Index

chart technology by TradingView

Market Attractiveness Index calculated as average express-upside for TOP-5 US companies with highest potential

High values of index (>30%), indicate favorable moments for additional cash contributions to the stock market / stock purchases

Current value of the Index is -66.4%

Target portfolio structure

Company
Price
Day
change
Week
change
Target
share
Value
creation
 -2.9%
54.9%
19.7%
5.8%
 -0.6%
45.2%
16.2%
24.7%

Actual Performance

PeriodStrategyS&P500

Day -1.0%+1.0%

Week -0.5%+3.2%

Year to date +7.9%+6.5%

Since inception
(August 2019)
+46.7%+43.7%

Maximum drawdown 28.5%

Date of drawdown 2022-09-30

Sharpe ratio 0.61

Volatility (year) 25%

Portfolio (USD) and S&P500 dynamics (%)

chart technology by TradingView

News


PFE   2023-01-27Investopedia

Pfizer Facing Profit Drop After Record Year as COVID Vaccine Demand Fades

PFE   2023-01-27Seeking Alpha

The Cash King In Big Pharma: Pfizer (Rating Upgrade)

MA   2023-01-27The Motley Fool

What Mastercard's Earnings Show About the Economy

MA   2023-01-27Zacks Investment Research

MasterCard (MA) Reports Q4 Earnings: What Key Metrics Have to Say

Reviews

2023-01-28
#reports #V

Visa (Payment system) reported for [2022 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=79397)
(2023-01-26, After Market Close):

- Revenue +12.4% YoY (vs +18.7% in previous quarter and historical rate +9.9%)
- EBITDA -16.0% YoY (vs +16.3% in previous quarter and historical rate +6.5%)
- EBITDA margin 52.7% decreased compared to 70.5% same period last year
- Net Debt decreased by $6.8 bln over the past reporting period (1.4% of market cap)
- FCF (LTM) +$11.2 bln (positive), 2.3% of market cap
- EV/EBITDA multiple is 26.9x compared to historical level (75th percentile) of 31.4x

At the opening of the session the share price went up +1.5% vs S&P500 +0.1%
2023-01-27
#reports #MA

Mastercard (Financial transaction processing services provider) reported for [2022 q4](https://eninvs.com/press_release.php?source=sec&form_type=8&id=46756)
(2023-01-26, Before Market Open):

- Revenue +11.5% YoY (vs +15.5% in previous quarter and historical rate +11.0%)
- EBITDA +24.6% YoY (vs +16.2% in previous quarter and historical rate +11.2%)
- EBITDA margin 64.6% increased compared to 57.8% same period last year
- Net Debt decreased by $0.2 bln over the past reporting period (0.1% of market cap)
- FCF (LTM) +$9.2 bln (positive), 2.5% of market cap
- EV/EBITDA multiple is 28.0x compared to historical level (75th percentile) of 38.0x

At the opening of the session the share price went up +0.3% vs S&P500 +0.7%
2023-01-27
#reports #INTC

Intel (Computer components manufacturer) reported for [2022 q4](https://eninvs.com/press_release.php?source=sec&form_type=8&id=46698)
(2023-01-26, After Market Close):

- Revenue -31.6% YoY (vs -20.1% in previous quarter and historical rate -3.1%)
- EBITDA -79.1% YoY (vs -68.2% in previous quarter and historical rate -17.8%)
- EBITDA margin 12.0% decreased compared to 39.3% same period last year
- Net Debt decreased by $1.4 bln over the past reporting period (1.1% of market cap)
- FCF (LTM) +$4.8 bln (positive), 3.9% of market cap
- EV/EBITDA multiple is 10.3x compared to historical level (75th percentile) of 7.3x

On post-market the stock shows a decrease by -9.7% vs S&P500 -0.4%
2023-01-26
#reports #IBM

IBM (Computer solutions and consulting service provider) reported for [2022 q4](https://eninvs.com/press_release.php?source=sec&form_type=8&id=46618)
(2023-01-25, After Market Close):

- Revenue -11.0% YoY (vs -19.9% in previous quarter and historical rate -5.5%)
- EBITDA +8.5% YoY (vs -26.4% in previous quarter and historical rate -3.9%)
- EBITDA margin 24.0% increased compared to 19.7% same period last year
- Net Debt decreased by $2.3 bln over the past reporting period (1.8% of market cap)
- FCF (LTM) +$13.4 bln (positive), 10.7% of market cap
- EV/EBITDA multiple is 12.3x compared to historical level (75th percentile) of 12.7x

On post-market the stock shows a decrease by -2.0%
2023-01-26
#reports #BA

Boeing Company (Aviation, space and military equipment manufacturer ) reported for [2022 q4](https://eninvs.com/press_release.php?source=sec&form_type=8&id=46656)
(2023-01-25, Before Market Open):

- Revenue +35.1% YoY (vs +4.4% in previous quarter and historical rate -2.2%)
- EBITDA +14800.0% YoY (vs -370.7% in previous quarter and historical rate +13.5%)
- EBITDA margin 0.7% increased compared to -24.6% same period last year
- Net Debt decreased by $3.2 bln over the past reporting period (2.6% of market cap)
- FCF (LTM) +$1.2 bln (positive), 0.9% of market cap
- EV/EBITDA multiple is -105.6x compared to historical level (75th percentile) of 195.5x

At the opening of the session the share price went down -2.9% vs S&P500 -0.9%
2023-01-25
#reports #T

AT&T (Telecommunications company) reported for [2022 q4](https://eninvs.com/press_release.php?source=sec&form_type=6&id=49167)
(2023-01-25, Before Market Open):

- Revenue -23.5% YoY (vs -24.7% in previous quarter and historical rate -10.1%)
- EBITDA -246.2% YoY (vs -19.1% in previous quarter and historical rate -20.1%)
- EBITDA margin -52.6% decreased compared to 27.5% same period last year
- Net Debt decreased by $7.7 bln over the past reporting period (5.6% of market cap)
- FCF (LTM) +$50.6 bln (positive), 36.8% of market cap
- EV/EBITDA multiple is 22.6x compared to historical level (75th percentile) of 9.7x

At the opening of the session the share price went up +5.0% vs S&P500 -0.9%
2023-01-25
#reports #MSFT

Microsoft (Software developer and game consoles) reported for [2022 q4](https://eninvs.com/press_release.php?source=sec&form_type=8&id=46575)
(2023-01-24, After Market Close):

- Revenue +2.0% YoY (vs +10.6% in previous quarter and historical rate +15.2%)
- EBITDA -8.3% YoY (vs +1.1% in previous quarter and historical rate +16.1%)
- EBITDA margin 45.6% decreased compared to 50.7% same period last year
- Net Debt increased by $7.6 bln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$36.0 bln (positive), 2.0% of market cap
- EV/EBITDA multiple is 18.3x compared to historical level (75th percentile) of 24.9x

The company showed EPS +$2.20 per share vs analyst consensus of +$2.29
2023-01-24
#reports #MMM

3M Company (Wide range of interests: industry, healthcare and FMCG) reported for [2022 q4](https://eninvs.com/press_release.php?source=sec&form_type=6&id=48933)
(2023-01-24, Before Market Open):

- Revenue -9.7% YoY (vs -0.2% in previous quarter and historical rate +2.7%)
- EBITDA -53.4% YoY (vs -11.5% in previous quarter and historical rate -0.3%)
- EBITDA margin 14.1% decreased compared to 27.3% same period last year
- Net Debt decreased by $2.0 bln over the past reporting period (2.9% of market cap)
- FCF (LTM) +$4.1 bln (positive), 5.8% of market cap
- EV/EBITDA multiple is 10.2x compared to historical level (75th percentile) of 13.2x

The company showed EPS +$0.98 per share vs analyst consensus of +$2.36. At the opening of the session the share price went down -5.7% vs S&P500 -0.3%
2023-01-24
#reports #GE

General Electric (Equipment manufacturer ) reported for [2022 q4](https://eninvs.com/press_release.php?source=sec&form_type=6&id=48930)
(2023-01-24, Before Market Open):

- Revenue +19.2% YoY (vs -0.5% in previous quarter and historical rate -8.8%)
- EBITDA +443.3% YoY (vs +106.8% in previous quarter and historical rate +45.9%)
- EBITDA margin 36.1% increased compared to 7.9% same period last year
- Net Debt decreased by $20.8 bln over the past reporting period (23.7% of market cap)
- FCF (LTM) -$49.4 bln (negative), 56.3% of market cap
- EV/EBITDA multiple is 8.3x compared to historical level (75th percentile) of 61.5x

At the opening of the session the share price went neutrally vs S&P500 -0.3%
2023-01-24
#dividend #ALX

Alexander's will pay dividends in the amount of 4.5 USD per share on 2023-01-26, which is 1.9% of the current price 233.57. Together with previous payments, the annual dividend yield will be 7.7%

(2022-11-03: 4.5 USD)
(2022-08-04: 4.5 USD)
(2022-05-05: 4.5 USD)
2023-01-24
#dividend #OPRA

Opera will pay dividends in the amount of 0.75 USD per share on 2023-01-26, which is 10.6% of the current price 7.05.
2023-01-24
#dividend #PFE

Pfizer will pay dividends in the amount of 0.41 USD per share on 2023-01-25, which is 0.9% of the current price 44.98. Together with previous payments, the annual dividend yield will be 3.6%

(2022-11-02: 0.4 USD)
(2022-07-27: 0.4 USD)
(2022-05-11: 0.4 USD)
2023-01-24
#dividend #PSEC

Prospect Capital Corporation will pay dividends in the amount of 0.06 USD per share on 2023-01-25, which is 0.8% of the current price 7.58. Together with previous payments, the annual dividend yield will be 7.9%

(2022-10-25: 0.18 USD)
(2022-07-25: 0.18 USD)
(2022-04-25: 0.18 USD)
2023-01-24
#dividend #VNO

Vornado Realty Trust will pay dividends in the amount of 0.375 USD per share on 2023-01-26, which is 1.7% of the current price 22.42. Together with previous payments, the annual dividend yield will be 8.8%

(2022-11-03: 0.53 USD)
(2022-08-04: 0.53 USD)
(2022-05-05: 0.53 USD)
2023-01-22
(review)
Weekly results
for USD strategies

US Leaders: -0.8%

Global Commodities: +0.3%

Trending Ideas: +5.9%

Rising Stars: +8.4%

vs S&P500: -0.7%

2023-01-20
#reports #SLB

Schlumberger (Oilfield service company) reported for [2022 q4](https://eninvs.com/press_release.php?source=sec&form_type=6&id=48564)
(2023-01-20, Before Market Open):

- Revenue +39.8% YoY (vs +14.1% in previous quarter and historical rate -4.8%)
- EBITDA +53.7% YoY (vs +24.1% in previous quarter and historical rate +13.5%)
- EBITDA margin 23.2% increased compared to 21.1% same period last year
- Net Debt decreased by $3.2 bln over the past reporting period (3.9% of market cap)
- FCF (LTM) +$1.3 bln (positive), 1.6% of market cap
- EV/EBITDA multiple is 15.8x compared to historical level (75th percentile) of 15.0x

At the opening of the session the share price went up +1.0% vs S&P500 0.0%
2023-01-20
#reports #PG

Procter & Gamble (Consumer goods manufacturer) reported for [2022 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=79330)
(2023-01-19, Before Market Open):

- Revenue -0.9% YoY (vs +1.3% in previous quarter and historical rate +4.9%)
- EBITDA -7.4% YoY (vs -2.3% in previous quarter and historical rate +4.0%)
- EBITDA margin 26.1% decreased compared to 27.9% same period last year
- Net Debt increased by $2.8 bln over the past reporting period (0.8% of market cap)
- FCF (LTM) +$4.6 bln (positive), 1.4% of market cap
- EV/EBITDA multiple is 18.4x compared to historical level (75th percentile) of 19.4x

The company showed EPS +$1.59 per share vs analyst consensus of +$1.59. At the opening of the session the share price went down -2.1% vs S&P500 -0.5%
2023-01-20
#reports #NFLX

Netflix (The largest streaming service) reported for [2022 q4](https://eninvs.com/press_release.php?source=sec&form_type=8&id=46500)
(2023-01-19, After Market Close):

- Revenue +1.9% YoY (vs +5.9% in previous quarter and historical rate +16.6%)
- EBITDA -7.6% YoY (vs -11.4% in previous quarter and historical rate +32.1%)
- EBITDA margin 8.2% decreased compared to 9.0% same period last year
- Net Debt increased by $0.5 bln over the past reporting period (0.4% of market cap)
- FCF (LTM) +$3.8 bln (positive), 2.7% of market cap
- EV/EBITDA multiple is 24.9x compared to historical level (75th percentile) of 58.2x

The company showed EPS +$0.12 per share vs analyst consensus of +$0.45
2023-01-17
#dividend #CMRE

Costamare will pay dividends in the amount of 0.115 USD per share on 2023-01-18, which is 1.2% of the current price 9.79. Together with previous payments, the annual dividend yield will be 9.8%

(2022-10-18: 0.115 USD)
(2022-07-19: 0.115 USD)
(2022-04-15: 0.615 USD)
2023-01-17
#dividend #GOOD

Gladstone Commercial will pay dividends in the amount of 0.1 USD per share on 2023-01-18, which is 0.6% of the current price 16.6. Together with previous payments, the annual dividend yield will be 7.4%

(2022-10-19: 0.3754 USD)
(2022-07-20: 0.3754 USD)
(2022-04-20: 0.375 USD)
2023-01-17
#dividend #ILPT

Industrial Logistics Propertie will pay dividends in the amount of 0.01 USD per share on 2023-01-19, which is 0.2% of the current price 4.04. Together with previous payments, the annual dividend yield will be 8.9%

(2022-10-20: 0.01 USD)
(2022-07-21: 0.01 USD)
(2022-04-21: 0.33 USD)