Four new stocks made March’s Exec Comp Aligned with ROIC Model Portfolio, available to members as of March 15, 2024.

Recap from February Picks

Our Exec Comp Aligned with ROIC Model Portfolio (+3.5%) outperformed the S&P 500 (+2.8%) from February 15, 2024 through March 13, 2024. The best performing stock in the portfolio was up 27%. Overall, 6 out of the 15 Exec Comp Aligned with ROIC Stocks outperformed the S&P from February 15, 2024 through March 13, 2024.

This report leverages our cutting-edge Robo-Analyst technology to deliver proven-superior[1] fundamental research and support more cost-effective fulfillment of the fiduciary duty of care.

This Model Portfolio includes stocks that earn an Attractive or Very Attractive rating and align executive compensation with improving ROIC. This combination provides a unique list of long ideas as the primary driver of shareholder value creation is return on invested capital (ROIC).

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    1 Response to "Featured Stock in March’s Exec Comp & ROIC Model Portfolio"

    • Jeffrey Tassey

      In the most recent 8K for CVR Energy: in the third paragraph of Item 8.01, there is some interesting language pertaining to CVI, reproduced below:

      Item 8.01. Other Matters.
      “In addition, representatives of IEP and the Company consider from time to time, and currently are considering strategic options involving CVR Partners, LP, a controlled subsidiary of the Company (“CVR Partners”), which may include the acquisition of some or all of the outstanding publicly held common units of CVR Partners by entities affiliated with IEP or the Company or a combination of such entities and the Company or other affiliated entities, the sale of CVR Partners or the Company’s interest therein or other transactions. Any such acquisition, sale or transaction could be effectuated through open market purchases, tender or exchange offers, exercise of the limited call right contained in CVR Partners’ limited partnership agreement, value-enhancing partnerships, negotiated merger transactions, privately negotiated transactions, sale transactions or otherwise. CVR Partners’ common units are listed on the NYSE under the symbol “UAN.” As of the date hereof, the Company, through its wholly owned subsidiaries, owns approximately 36.8% of the outstanding common units of CVR Partners and 100% of the interest in CVR Partners’ general partner, CVR GP, LLC, which holds a non-economic general partner interest in CVR Partners.

      There is no assurance that any of the aforementioned or other transactions will develop or materialize, or if they do, as to their timing.

      As previously disclosed, on and effective March 17, 2024, the Company appointed Mr. Smith and James M. Strock, another independent member of the Board, to the Board’s Special Committee – Strategic, which was formed as a committee of independent directors to consider, evaluate and negotiate on behalf of the Company certain of the potential strategic transactions discussed above.”

      Given Carl Icahn’s involvment and the General/Limited Partnership structure, it is not exactly what this means, and how it will play out. A number of commentators have interpreted this as a desire by Icahn to raise cash by selling what are believed to be the grossly undervalued shares of CVI. I have no ability to analyze this,comment on the value of the shares or how any transaction, but New Constructs may. I am long CVI and expect to remain so.

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