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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
Web 3m traffic
Technology
Google
100.71 +1.6%
0.0%
2.5% 
6.1% /
-16.5%
-5.2% /
27.7%
13.0x
-0.7%
Microsoft
248.16 +0.1%
1.0%
1.9% 
2.0% /
-8.3%
-3.2% /
15.7%
18.7x
2.7%
Apple
145.93 +1.4%
0.6%
-2.1% 
8.1% /
3.5%
5.8% /
19.5%
18.6x
25.1%
Amazon
102.24 +3.0%
0.2%
-2.8% 
14.7% /
-48.0%
-16.7% /
18.8%
25.8x
-3.1%
Facebook
151.74 +3.0%
0.0%
6.8% 
-4.5% /
-37.2%
-20.9% /
21.9%
8.1x
-4.3%
Adobe
370.71 +1.3%
0.0%
4.0% 
10.1% /
0.8%
5.5% /
19.0%
24.7x
7.5%
Salesforce
164.52 -0.3%
0.0%
3.1% 
21.8% /
15.2%
18.5% /
32.6%
33.6x
-4.5%
Netflix
360.77 -1.1%
0.0%
2.3% 
1.9% /
-7.6%
-2.9% /
24.4%
28.3x
-8.7%
Payments
Visa
231.44 +3.0%
0.7%
3.1% 
18.7% /
16.3%
17.5% /
9.2%
25.8x
8.3%
PayPal
81.83 +1.3%
0.0%
-8.2% 
10.7% /
-5.4%
2.7% /
10.3%
32.3x
-1.9%
Mastercard
374.03 -0.9%
0.5%
2.5% 
11.5% /
24.6%
18.1% /
11.1%
27.8x
24.7%
Hardware
Intel
28.16 -6.4%
5.2%
3.9% 
-31.6% /
-79.1%
-55.4% /
-10.5%
9.7x
6.9%
Nvidia
203.65 +2.8%
0.1%
0.6% 
-16.5% /
-66.6%
-41.6% /
55.2%
68.7x
23.6%
Software
Oracle
88.99 -0.9%
1.4%
-8.1% 
18.5% /
0.0%
9.3% /
6.9%
19.6x
1.8%
Communications
Cisco
48.51 +0.4%
3.1%
3.7% 
5.7% /
-2.7%
1.5% /
0.7%
11.9x
1.0%
AT&T
19.95 -0.3%
5.6%
40.7% 
-23.5% /
0.0%
-11.8% /
-15.1%
22.4x
-2.4%
Verizon
40.64 +0.9%
6.4%
-3.0% 
4.0% /
-13.7%
-4.9% /
5.5%
7.2x
2.4%
Comcast
39.60 -2.0%
2.7%
15.3% 
0.7% /
-4.8%
-2.1% /
-1.1%
9.6x
12.5%
Entertainment
Disney
109.54 -0.1%
0.0%
0.9% 
8.7% /
-85.7%
-38.5% /
-3.0%
42.9x
16.0%
Consumer Brand
Procter & Gamble
140.57 -0.4%
2.6%
1.4% 
-0.9% /
-7.4%
-4.2% /
4.5%
18.2x
Coca-Cola
60.49 -0.5%
2.9%
1.3% 
10.2% /
4.1%
7.2% /
5.3%
24.6x
4.4%
PepsiCo
169.62 -0.4%
2.7%
6.7% 
8.8% /
5.3%
7.1% /
9.3%
16.0x
1.1%
Philip Morris
103.76 -0.5%
4.9%
1.1% 
-1.1% /
-14.1%
-7.6% /
3.4%
14.2x
2.5%
Nike
127.53 0.0%
1.0%
-2.1% 
17.2% /
-18.6%
-0.7% /
6.5%
36.4x
1.9%
Food
McDonalds
272.46 -0.8%
2.1%
3.2% 
-5.3% /
-6.5%
-5.9% /
5.7%
22.1x
4.6%
Retail
Walmart
143.30 +0.8%
1.6%
-2.1% 
8.7% /
-35.4%
-13.4% /
1.4%
14.4x
-9.9%
Home Depot
316.69 +0.9%
2.4%
1.1% 
5.6% /
5.9%
5.8% /
13.5%
13.8x
-14.9%
Pharma
Johnson & Johnson
168.23 -0.4%
2.6%
-2.8% 
1.9% /
-35.3%
-16.7% /
0.4%
21.7x
-1.9%
Pfizer
43.79 -1.0%
3.7%
7.3% 
-6.0% /
10.7%
2.4% /
30.4%
6.6x
5.8%
Merck
105.38 -1.4%
2.7%
-0.2% 
13.7% /
-41.7%
-14.0% /
9.0%
19.1x
3.7%
Amgen
253.65 -0.5%
3.1%
5.0% 
-0.8% /
8.3%
3.8% /
4.9%
12.5x
3.7%
AbbVie
146.28 -0.8%
3.9%
2.1% 
3.3% /
4.6%
4.0% /
28.6%
12.7x
-8.9%
Medtronic
82.58 +0.9%
3.2%
1.3% 
-3.3% /
-7.3%
-5.3% /
7.2%
11.8x
14.3%
Abbott
109.95 -1.0%
1.7%
0.8% 
-12.0% /
-32.2%
-22.1% /
16.1%
16.2x
-15.6%
UnitedHealth
486.05 -1.3%
0.0%
3.5% 
9.9% /
10.7%
10.3% /
11.0%
17.5x
Equipment
Boeing Company
211.17 -0.7%
0.0%
0.9% 
35.1% /
0.0%
17.6% /
5.7%
-105.1x
7.5%
Honeywell
208.13 -0.6%
1.9%
5.4% 
5.6% /
0.0%
2.8% /
-14.7%
-61.2x
2.4%

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
Web 3m traffic
 -2.9%
54.9%
19.7%
5.8%
 -0.6%
45.2%
16.2%
24.7%
 
Download table (CSV) of target portfolio structure
 

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)