INTEGER INVESTMENTS

- At the end of 2016, political claims sent pharma stocks into a tailspin. - We recommended starting positions and ABC and MCK performed well, while CAH lagged. - Today we re-analyze the three stocks. To read the full article click here. #TEGNA #TGNA #Stocks #stockmarket #Deere #IBM #Akorn #CVS #Nike

- Tegna is a media company that owns Cars.com and CareerBuilder.com (among others). - The company is exploring strategic alternatives for these two assets. - Recent rumors confirm that a private equity is negotiating the acquisition of CareerBuilder, with valuations in line with our estimates. - A sum of the parts provides a valuation of $31.7, offering a 24% upside from current levels. To read the full article click here. #TEGNA #TGNA #Stocks #stockmarket #Television

- Our portfolio performed very well in 2016 (26% ROC, 44.9% ROI) and we believe that we are well positioned for this year. - We are cautious on market risks and valuations. - We discuss our hedging strategy as well as our new investments. To read the full article click here. #TEGNA #TGNA #Stocks #stockmarket #Deere #IBM #Akorn #CVS #Nike

- Tegna is a media company that owns Cars.com and CareerBuilder.com (among others). - Over the next few months, the company will explore strategic alternatives for these two assets. - A DCF valuation model provides a value of $39 per share, while a sum of the parts provides a valuation of $31.7, compared to a current stock price of $22.69. - We believe that the spin-off of Cars.com, expected in the first half of 2017, will unlock this value. To read the full article click her