Below is Validea’s fundamental guru report CHARTER COMMUNICATIONS INC (CHTR). Of the 22 guru strategies we track, CHTR ranks highest using our Twin Momentum Investor model, based on Dashan Huang’s published strategy. This momentum model looks for a combination of fundamental momentum and price momentum.
CHARTER COMMUNICATIONS INC (CHTR) is a large-cap value stock in the communications services industry. The rating using this strategy is 100% based on the company’s underlying fundamentals and stock valuation. A score of 80% or higher typically indicates that the strategy has some interest in the stock, and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy’s tests. Not all criteria in the table below are given equal weight or are independent, but the table provides a brief overview of the strengths and weaknesses of the security in the context of the strategy’s criteria.
FUNDAMENTAL MOMENTUM: | PASSAGE |
TWELVE MINUS ONE MOMENTUM: | PASSAGE |
FINAL DRINK: | PASSAGE |
Detailed analysis of CHARTER COMMUNICATIONS INC
CHTR Teacher Analysis
CHTR Fundamental Analysis
Learn more about Dashan Huang
Dashan Huang Portfolio
About Dashan Huang: Dashan Huang is an assistant professor of finance at Singapore Management University’s Lee Kong Chian School of Business. His paper ‘Twin Momentum’ looked at combining traditional price momentum with improving fundamentals to generate market outperformance. In the article he identified seven fundamental variables (earnings, return on equity, return on assets, accrual of operating profitability to equity, cash operating profitability to assets, gross profit to assets and net payout ratio) which he combined into a single fundamental momentum measure . . He showed that stocks in the top 20% of the universe outperformed the market going forward by that measure. When he combined that metric with price momentum, he was able to double its outperformance.
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About Validea: Validea is an investment research service that tracks the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.