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Written by Jake Mann, WealthLift Finance Editor in Featured, Stock Analysis | 0 comments
There are plenty of analytical metrics available for use in today’s financial world; some involve valuation ratios, while others make use of indicators like short selling activity. One method that can give time-crunched investors a way to evaluate a stock is the WealthLift Sentiment Index. As taken from this page, this index “is a quick and easy way to gauge the overall sentiment of the WealthLift Investor Community,” as it “gives the proportion of current overperform and underperform picks placed on a stock by WealthLift members.” The index is scaled from 0 to 100, and as is probably evident by now, a rating above 50 indicates that the community’s users are feeling bullish about a particular stock.
Now, it’s also useful to look at which stocks are favorites of the WealthLift community; we’ll designate these as stocks with a rating of 90 or higher. Below are five stocks that meet this requirement.
Note: all premiums/discounts are compared to 5-year historical averages, expect for Phillips 66, which is compared to industry averages due to its spin-off in April 2012.
The Coca-Cola Company (NYSE: KO)
WealthLift Sentiment: 91.53
YTD Return: 7.22%
Price-to-Earnings Premium: +5.6%
Price-to-Book Discount: -3.7%
Price-to-Cash Flow Premium: +4.2%
Annual EPS Growth Past 5 years: 11.3%
Annual EPS Growth Next Five years (est.): 7.5%
WealthLift Target Price (1-year ahead): $40.75
Phillips 66 (NYSE: PSX)
WealthLift Sentiment: 90.91
YTD Return: 22.8%
Price-to-Earnings Discount: -30.4%
Price-to-Book Discount: -17.7%
Price-to-Cash Flow Discount: -13.3%
Annual EPS Growth Past 5 years: n/a
Annual EPS Growth Next Five years (est.): 6.0%
WealthLift Target Price (1-year ahead): $63.28
Time Warner Inc. (NYSE: TWX)
WealthLift Sentiment: 92.31
YTD Return: 16.9%
Price-to-Earnings Premium: +40.4%
Price-to-Book Premium: +30.0%
Price-to-Cash Flow Premium: +26.6%
Annual EPS Growth Past 5 years: -5.5%
Annual EPS Growth Next Five years (est.): 12.0%
WealthLift Target Price (1-year ahead): $41.61
China Mobile Ltd. (NYSE: CHL)
WealthLift Sentiment: 100.00
YTD Return: 7.8%
Price-to-Earnings Discount: -28.2%
Price-to-Book Discount: -39.4%
Price-to-Cash Flow Premium: +1.7%
Annual EPS Growth Past 5 years: 13.7%
Annual EPS Growth Next Five years (est.): -0.9%
WealthLift Target Price (1-year ahead): $70.92
Walt Disney Co. (NYSE: DIS)
WealthLift Sentiment: 91.49
YTD Return: 35.4%
Price-to-Earnings Premium: +8.6%
Price-to-Book Premium: +29.4%
Price-to-Cash Flow Premium: +2.9%
Annual EPS Growth Past 5 years: 9.5%
Annual EPS Growth Next Five years (est.): 13.0%
WealthLift Target Price (1-year ahead): $53.01
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