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Expertise: Valuation, financial statement analysis

Matt Hogan is a co-founder of His expertise is in investment decision making. Prior to, Matt worked for an investment banking group providing fairness opinions in connection to stock acquisitions. He ... more


Applied Materials Supplies Over 25% Upside
Applied Materials’ commitment to research and development and entrenched relationships with customers appears to give the company a significant competitive advantage over peers.
Dollar Tree’s Bargain Price Offers 15% Upside
Dollar Tree earns returns on invested capital in line with businesses displaying a moderate competitive advantage and management’s initiatives look to support growth.
Hostess Brands Offers Sweet 20% Upside
Hostess Brands has the ability to charge premium prices, and product innovation looks to support growth. Trading with nearly 20% upside, TWNK deserves a closer look from value investors.
Is SS&C Technologies A Buy At Its Current P/E Multiple?
SS&C Technologies Holdings, Inc (Nasdaq: SSNC) trades at a P/E multiple of 39.4x, which is higher than the Information Technology sector median of 30.0x.
What Do The Dividends Of CNA Financial Corp Say About Its Intrinsic Value?
CNA Financial Corp. currently pays a dividend yield of 2.6% which is above the Financials sector median of 2.1%. The stock looks attractive but investors may change their mind when analyzing the company's future dividends.
Similar To Uber, Ebay Network Effects Offer Big Upside
Businesses that benefit from a “network effect” can differentiate themselves from peer companies and enjoy strong customer loyalty. Value investor Warren Buffett has frequently and recently targeted these types of businesses.


AA Alcoa Inc.
AAPL Apple Inc.
ABBV AbbVie Inc.
ABT Abbott Laboratories
ADSK Autodesk Inc.
AKAM Akamai Technologies Inc.
AMD Advanced Micro Devices Inc.
APA Apache Corporation
AZO AutoZone Inc
BA The Boeing Company
BBBY Bed Bath & Beyond Inc.
BIG Big Lots Inc.
BKS Barnes & Noble Inc
BOJA Bojangles'
CAG ConAgra Foods Inc.
CHS Chico's FAS Inc.
CL Colgate-Palmolive Co.
CLB Core Laboratories
CLD Cloud Peak Energy Inc.
CLX The Clorox Company
CMG Chipotle Mexican Grill Inc.
CNP CenterPoint Energy Inc.
COP ConocoPhillips
COST Costco Wholesale Corporation
CREE Cree Inc.
CRM inc.
CSCO Cisco Systems Inc.
CSX CSX Corporation
CTB Cooper Tire & Rubber Co.
CUDA Barracuda Networks, Inc.
CVX Chevron Corporation
DAL Delta Air Lines Inc.
DDD 3D Systems Corporation
DG Dollar General Corporation
DIS The Walt Disney Company
DLTH Duluth Holdings Inc.
DRI Darden Restaurants Inc.
DWDP DowDupont
ECL Ecolab Inc.
ENB Enbridge Inc.
EPD Enterprises Products Partners L.P
F Ford Motor Company
FAST Fastenal Company
FCX Freeport-McMoran Copper & Gold Inc.
FDX FedEx Corporation
FL Foot Locker Inc.
GG Goldcorp Inc.
GIS General Mills Inc.
GOOG Alphabet Inc. (Google)
GOOGL Google (A shares)
GPC Genuine Parts Company
GT Goodyear Tire & Rubber Co.
HAL Halliburton Company
HBI Hanesbrands Inc.
HIMX Himax Technologies Inc.
IBM International Business Machines Corporation
INTC Intel Corporation
JNJ Johnson & Johnson
K Kellogg Company
KHC Kraft Heinz Company, The
KMB Kimberly-Clark Corporation
KMI Kinder Morgan Inc.
KO The Coca-Cola Company
KR Kroger Co.
LECO Lincoln Electric Holdings Inc.
LMT Lockheed Martin
LULU lululemon athletica inc.
LZB La-Z-Boy Incorporated
MA MasterCard Incorporated
MAT Mattel Inc.
MCD McDonald's Corporation
MIDD The Middleby Corporation
MIK The Michaels Companies, Inc.
MLHR Herman Miller Inc.
MMM 3M Company
MNST Monster Beverage Corporation
MO Altria Group Inc.
MRIN Marin Software Inc.
MSFT Microsoft Corporation
MU Micron Technology Inc.
MYCC ClubCorp Holdings, Inc.
NFLX Netflix Inc.
NKE Nike Inc.
NOBL ProShares S&P 500 Dividend Aristocrats ETF
NOV National Oilwell Varco Inc.
NUE Nucor Corporation
ORBK Orbotech Ltd.
ORCL Oracle Corporation
OXY Occidental Petroleum Corporation
P Pandora Media Inc.
PAA Plains All American Pipeline L.P.
PCLN Priceline (Now BKNG)
PEP PepsiCo Inc.
PFE Pfizer Inc.
PG Procter & Gamble Co.
PIR Pier 1 Imports Inc.
PM Philip Morris International Inc.
PNRA Panera Bread Company
PSX Phillips 66
QCOM QUALCOMM Incorporated
RAD Rite Aid Corporation
SBUX Starbucks Corporation
SCCO Southern Copper Corporation
SIG Signet Jewelers Limited
SLB Schlumberger Limited
SPLK Splunk Inc
SSYS Stratasys Inc.
SWN Southwestern Energy Co.
SYK Stryker Corporation
T AT&T Inc.
TEVA Teva Pharmaceutical Industries Limited
TGT Target Corporation
TMUS T-Mobile US, Inc.
TSN Tyson Foods Inc.
TUP Tupperware Brands Corporation
URI United Rentals Inc.
V Visa Inc.
VLO Valero Energy Corporation
VZ Verizon Communications
WBA Walgreens Boots Alliance, Inc.
WLTW Willis Towers Watson Public Limited Company
WMT Wal-Mart Stores Inc.
WYNN Wynn Resorts Limited
XOM Exxon Mobil Corporation
YELP Yelp Inc.
YUM YUM! Brands Inc.
ZNGA Zynga Inc.
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ValueAct Capital's 7 Most Undervalued Stocks
The most undervalued stocks that Jeffrey Ubben's firm owns and what they're buying as disclosed by the firm's recent Form 13F filing. List of stocks includes Alliance Data Systems (NYSE: ADS), CBRE Group Inc (NYSE: CBG), and Citigroup Inc (NYSE: C).

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