VALU Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: VALU's potential for long-term growth lies in its historical return trends, showing significant gains over extended periods through fundamental analysis and AI breakthroughs.




Bearish Case: Recent mean-reverting price action, high price-to-book ratio, and skepticism about its modern relevance point to continued underperformance and competition challenges.




Potential Outcomes:

1. AI Breakthroughs (30%)

2. Continued Underperformance (45%)

3. Dividend Attraction (15%)

4. Tech Disruption (10%). Recent trends support the unlikelihood of significant short-term recovery.




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January 15, 2025


Value Line Forecast

VALU        Value Line











Correlated Assets

Assets that tend to move strongly with VALU



TVTX Forecast + Options Trading Strategies   TVTX  Travere Therapeutics (0.85)


COHR Forecast + Options Trading Strategies   COHR  Coherent (0.82)


MC Forecast + Options Trading Strategies   MC  Moelis (0.8)


NOW Forecast + Options Trading Strategies   NOW  ServiceNow (0.8)


VGT Forecast + Options Trading Strategies   VGT  Vanguard Information Technology (0.78)



Uncorrelated Assets

Assets with little price relationship to VALU



DELL Forecast + Options Trading Strategies   DELL  Dell (0.0)


LEN Forecast + Options Trading Strategies   LEN  Lennar (-0.0)


CZR Forecast + Options Trading Strategies   CZR  Caesars Entertainment (0.01)


VOD Forecast + Options Trading Strategies   VOD  Vodafone (-0.01)


CMC Forecast + Options Trading Strategies   CMC  Commercial Metals (-0.01)



Anticorrelated Assets

Assets that tend to move strongly against VALU



NEP Forecast + Options Trading Strategies   NEP  NextEra Energy (-0.75)


AAP Forecast + Options Trading Strategies   AAP  Advance Auto Parts (-0.76)


OXY Forecast + Options Trading Strategies   OXY  Occidental Petroleum (-0.8)


LYB Forecast + Options Trading Strategies   LYB  LyondellBasell Industries (-0.82)


DVN Forecast + Options Trading Strategies   DVN  Devon Energy (-0.82)









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