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March 4, 2016

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The ValuEngine Weekly is an Investor Education newsletter focused on the quantitative approach to
investing and the tools available from In today's fast-moving and globalized financial markets, it is easy to
get overloaded with information. The winners will adopt an objective, scientific, independent and
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VALUATION WATCH: Overvalued stocks now make up 35.8% of our stocks


assigned a valuation and 10.72% of those equities are calculated to be
overvalued by 20% or more. Four sectors are calculated to be overvalued.
MARKET OVERVIEW
Index

Started week

Friday PM

Change

Change %

ytd

DJIA

16634.15

17011.7

377.55

2.27%

-2.37%

NASDAQ

4585.3

4730.19

144.89

3.16%

-5.54%

RUSSELL 2000

1037.21

1087.32

50.11

4.83%

-4.28%

S&P 500

1947.13

2002.55

55.42

2.85%

-2.03%

Summary of VE Stock Universe


Stocks Undervalued

64.20%

Stocks Overvalued

35.80%

Stocks Undervalued by 20%

28.71%

Stocks Overvalued by 20%

10.72%

SECTOR OVERVIEW
Sector

Change

MTD

YTD

Valuation

Last 12-M
Return

P/E
Ratio

Aerospace

-0.14%

2.30%

-4.73%

4.71% undervalued

-13.27%

19.66

Auto-Tires-Trucks

2.13%

7.27%

-1.17%

11.87% undervalued

-21.63%

12

Basic Materials

1.99%

5.96%

8.91%

0.58% overvalued

-13.84%

25.16

Business Services

0.94%

3.16%

-2.58%

6.96% undervalued

-12.33%

21.99

Computer and Technology

0.48%

3.05%

0.91%

3.39% undervalued

-11.31%

26.14

Construction

0.53%

3.62%

-1.69%

11.75% undervalued

-8.87%

18.53

Consumer Discretionary

0.78%

2.63%

-1.48%

6.42% undervalued

-9.18%

24.77

Consumer Staples

0.99%

2.80%

1.26%

4.33% overvalued

-1.96%

23.31

Finance

0.86%

3.25%

-4.28%

6.86% undervalued

-8.68%

15.26

Industrial Products

1.25%

4.20%

-0.81%

1.53% undervalued

-17.19%

17.59

Medical

0.45%

3.31%

-11.08%

15.22% undervalued

-24.67%

26.67

Multi-Sector Conglomerates

1.08%

5.61%

-0.19%

0.96% overvalued

-17.58%

19.14

Oils-Energy

3.23%

9.01%

-0.39%

10.80% undervalued

-41.29%

21.98

Retail-Wholesale

0.82%

2.60%

-1.02%

8.88% undervalued

-14.28%

22.32

Transportation

1.29%

3.26%

-2.76%

15.16% undervalued

-25.76%

12.53

Utilities

-0.81%

2.24%

2.92%

3.78% overvalued

-5.38%

22.86

Sector TalkBusiness Services


Below, we present the latest data on leading Business Services Sector stocks
from our Professional Stock Analysis Service. We applied some basic liquidity
criteria--share price greater than $3 and average daily volume in excess of 100k
shares. We have been following the sector closely of late because it has been
correlated so tightly to overall equity price moves.

Top-Five Business Services Sector Stocks--Short-Term Forecast Returns


Ticker

Company Name

Market Price

Valuation(%)

Last 12-Mon
Retn(%)

CBZ

CBIZ INC

10.54

N/A

16.98%

ONE

HIGHER ONE HLDG

4.22

61.81%

44.52%

HIL

HILL INTL INC

3.74

-22.23%

5.35%

CVG

CONVERGYS CORP

26.51

N/A

18.77%

SYKE

SYKES ENTRP INC

27.96

-1.82%

17.92%

Top-Five Business Services Sector Stocks--Long-Term Forecast Returns


Ticker

Company Name

Market Price

Valuation

Last 12-M Retrn

CBZ

CBIZ INC

10.54

N/A

16.98%

ONE

HIGHER ONE HLDG

4.22

61.81%

44.52%

HIL

HILL INTL INC

3.74

-22.23%

5.35%

CVG

CONVERGYS CORP

26.51

N/A

18.77%

SYKE

SYKES ENTRP INC

27.96

-1.82%

17.92%

Top-Five Business Services Sector Stocks--Composite Score


Ticker

Company Name

Market Price

Valuation

Last 12-M Retrn

GPN

GLOBAL PAYMENTS

62.96

-59.28%

36.87%

TBI

TRUEBLUE INC

24.92

-16.11%

7.60%

LAMR

LAMAR ADVER CO

59.35

-4.96%

0.80%

HIL

HILL INTL INC

3.74

-22.23%

5.35%

MAN

MANPOWER INC WI

80.3

-6.54%

-1.04%

Top-Five Business Services Sector Stocks--Most Overvalued


Ticker

Company Name

Market Price

Valuation

Last 12-M Retrn

PFSW

PFSWEB INC

13.72

68.37%

25.30%

ONE

HIGHER ONE HLDG

4.22

61.81%

44.52%

HPY

HEARTLAND PAYMT

94.89

43.29%

92.36%

ENOC

ENERNOC INC

6.8

32.48%

-42.66%

WCN

WASTE CONNCTION

63.81

30.00%

34.22%

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Free Download for Readers


As a bonus to our Free Weekly Newsletter subscribers,
we are offering a FREE DOWNLOAD of one of our Stock Reports
Skechers U.S.A., Inc. (SKX) designs and markets branded contemporary casual,
active, rugged and lifestyle footwear for men, women and children. The company
sells its products to department stores such as Nordstrom, Macy's, Dillards, Robinson'sMay and JC Penney and specialty retailers such as Genesco's Journeys and Jarman
chains, The Venator Group's Foot Locker and Lady Foot Locker chains, Pacific
Sunwear and Footaction U.S.A.
ValuEngine continues its BUY recommendation on SKECHERS USA-A for 2016-0303. Based on the information we have gathered and our resulting research, we feel
that SKECHERS USA-A has the probability to OUTPERFORM average market
performance for the next year. The company exhibits ATTRACTIVE Momentum and
Sharpe Ratio.
Read our Complete Detailed Valuation Report on SKX HERE.

ValuEngine Forecast
Target
Price*

Expected
Return

1-Month

34.04

0.76%

3-Month

33.51

-0.80%

6-Month

33.02

-2.25%

1-Year

36.85

9.08%

2-Year

23.48

-30.50%

3-Year

10.76

-68.16%

Valuation & Rankings


Valuation

12.82% undervalued

Valuation Rank(?)

97

1-M Forecast Return

0.76%

1-M Forecast Return Rank

93

12-M Return

48.05%

Momentum Rank(?)

96
94

Sharpe Ratio

0.72

Sharpe Ratio Rank(?)

5-Y Avg Annual Return

31.17%

5-Y Avg Annual Rtn Rank

Volatility

43.11%

Volatility Rank(?)

Expected EPS Growth

17.51%

EPS Growth Rank(?)

Market Cap (billions)

1.71

Size Rank

98
42
57
74

Trailing P/E Ratio

19.08

Trailing P/E Rank(?)

Forward P/E Ratio

16.24

Forward P/E Ratio Rank

42
40

59

PEG Ratio

1.09

PEG Ratio Rank

Price/Sales

0.54

Price/Sales Rank(?)

Market/Book

1.25

Market/Book Rank(?)

65

Beta

0.58

Beta Rank

64

Alpha

0.42

Alpha Rank

78

96

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