Current Better Values

William Blair, one of Wall Street’s remaining partnerships, released their 190th Current Better Values list. They typically try to feature stocks that have suffered short-term multiple compression, and the list has performed admirably over the years.

The latest list includes:

MDT
GILD
MCO
MI
WFMI
IRM
ATVI
NFP
SMTC
HURN

The list, like Blair itself, is not flashy. But it is notable in one respect, and they are taking a stand in the battleground over Moody’s Corp.. Quantifying the legal liabilities there might be key to handicapping the stock, but we would prefer to wait it out before jumping in on the long side. Moody’s financial model and historical performance are awe-inspiring, but the headline risk will keep this stock a hot potato for months to come.
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The content contained represent the opinions of 1440 Wall Street. This commentary in no way constitutes a solicitation of business or investment advice. It is intended solely for the entertainment of the reader, and the author. No positions in stocks mentioned.

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