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Piecing Together a Portfolio of Lovable Losers Could Be Tough This December
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Here Are 3 Underfollowed Names That Had Interesting Earnings Results As a value investor, it s an interesting time in Smallville for SBH, FLMN and NL.
You ve got to love earnings season. As a value investor, although I tend not to focus too much on one quarter s results, but it can still be an exciting time, especially in Smallville. Yesterday the floodgates opened, and there were a handful of interesting results among underfollowed names.
Sally Beauty Holdings (SBH) , a member of my 2021 Tax Loss Selling Recovery Portfolio, reported much better-than-expected second quarter earnings of 57 cents, well ahead of the 15 cent consensus estimate. Revenue of $926 million beat the consensus by $101 million. Same store sales rose 6.5%, while global e-commerce sales jumped 56%. SBH also made some headway on its debt, reducing it from about $1.8 billion at the end of Q4 to just under $1.6 billion as of the end of Q1. The company ended the quarter with $408 million in cash. Based on W
My Tax Loss Selling Recovery Portfolio Is Impressive So Far But we re still in the early innings.
Mar 09, 2021 | 10:30 AM EST
One third of the way there, this year s Tax Loss Selling Recovery Portfolio continues to put up rather impressive numbers. Up nearly 47%, since the early December rollout in three tranches, I d be extremely satisfied with those results over an entire year. That said, I take these early results with a grain of salt.
Tranche 1, released on 12/1 had another solid month, and is now up 39%. It is outperforming both the S&P 500 (up 4.33%) and Russell 2000 (up 21.4%). Designer Brands (DBI) (up 80% since inception) is now trading above pre-Covid levels, and remains the second-best overall performer in the portfolio. Pilgrim s Pride (PPC) (up 28%) and Xerox (XRX) (up 22%) both had solid months taking them out of single-digit positive performance territory. Walgreens Boots Alliance (WBA) (up 27%) is holding its own, but was relatively flat for the month.
My Tax Loss Selling Recovery Portfolio Is Doing Better Than I Thought The rise in retail has been a tailwind for the portfolio.
Feb 05, 2021 | 10:00 AM EST
This year s Tax Loss Selling Recovery Portfolio, just two months since inception, is doing better than I would have expected, at this point anyway. Up nearly 24%, much of that gain has occurred over the past month, and that comes with a huge resurgence in small caps (Russell 2000), and retail. I do not expect that pace to continue, and don t view the early results as a victory. The purpose of this annual portfolio is to select a group of names that were beaten up during the year (down at least 30%), but are expected to have price-earnings ratios below 15 the following two years. Heading into year-end, these make potentially good candidates for further selling pressure, as investors harvest tax losses. The theory is that these names might prosper in the New Year.
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