Thematic Basket Performance. Each month, we publish Senyek’s Long Stock Screens and Senyek’s Short Stock Screens, featuring our favorite long and short ideas across many investment styles. In this report, we track the share price performance of ~50 thematic stock baskets on an absolute and relative basis. We also provide details of these thematic baskets’ performance for YTD and over the past month. In addition, we include market, sector, and industry long-term relative valuations.
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Aarons (AAN, Market Cap ~$3.5 bn), which is a omnichannel provider of lease-purchase solutions, announced that it intends to separate into two independent companies: Progressive Leasing and the Aaron’s business. The spin-off is expected to be completed by the end of the year.
Adevinta (ADE. NO) will acquire eBay’s Classifieds Group with the transaction expected to close in ‘Q1 of 2021.
IDEA: AECOM — Self Help and Strategic Optionality Investment Thesis. We canvassed our list of 13D companies to find an interesting special situation stock idea exhibiting the combination of self-help margin improvement and strategic optionality. Along this vein, our favorite idea is Aecom (ACM, Market Cap., $5.9b). On pages 2-6, we summarize the special situation investment thesis for this company.
CEO Changes. The most recent companies with a CEO change (* denotes external) include: Amkor Technology (AMKR), Coty* (COTY), Colony Capital (CLNY), CenterPoint Energy (CNP), CyrusOne (CONE), Navistar International (NAV), Worthington Industries (WOR), Two Harbors (TWO), John Bean Technologies (JBT), Kaiser Aluminum (KALU), Amkor Technology (AMKR), Waters (WAT), Seacoast Banking (SBCF), Adverum (ADVM), Avangrid* (AGR).
We focus on identifying potential short stock ideas/avoiding stock blow-ups using a disciplined, multi-prong approach. Our short screens comprise the 15 most potent valuation, earnings quality, capital creation, capital allocation, and sentiment metrics we’ve found to be most useful in searching for ideas on which to complete additional fundamental analysis. These short screens represent the backbone of the process we use into which to dig deeper and identify the most compelling short ideas.
Each month, we publish our favorite long idea stock screens. They encompass many investment styles and themes including value, growth, capital creation, cash usage, corporate actions, dividends, and financial institutions.
Each month, we publish Senyek’s Long Stock Screens and Senyek’s Short Stock Screens, featuring our favorite long and short ideas across many investment styles. In this report, we track the share price performance of ~50 thematic stock baskets on an absolute and relative basis. We also provide details of these thematic baskets’ performance for YTD and over the past month. In addition, we include market, sector, and industry long-term relative valuations.
This compendium contains the complete series of reports in which we discuss and explain accounting practices and/or transactions that mask cash flow. Given significant GAAP and management latitude in policy decisions, reported cash flows cannot simply be taken at face value.
We recently published a 264-page report on Guide to Investing in Special Situations where we highlight our top 3 ideas DuPont (DD, Market Cap ~$39 bn), HD Supply (HDS, Market Cap ~$5.8 bn), and IAA (IAA, Market Cap ~$5.8 bn) as well as spin-offs, post-bankruptcy equity, potential M&A targets, deep value ideas, strategic reviews, and other special situation screens.
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