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JPMorgan, PepsiCo And Omnicom Remain Undervalued Post Q1 Earnings

May 06, 2021 10:30 AM ETJPMorgan Chase & Co. (JPM), OMC, PEP4 Comments
David Trainer profile picture
David Trainer
16.28K Followers

Summary

  • We’re reiterating three long ideas that recently reported calendar 1Q21 earnings.
  • JPMorgan Chase is well positioned in what CEO Jamie Dimon calls an "economy with the potential to have extremely robust, multi-year growth."
  • PepsiCo’s scale gives it a distribution advantage, especially in North America.
  • We anticipate a decline in Omnicom’s advertising business due to the economic slowdown in 2020, but expectations for Omnicom’s future cash flows remain too negative.
  • Looking for more investing ideas like this one? Get them exclusively at Value Investing 2.0 . Learn More »
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We’re reiterating three Long Ideas that recently reported calendar 1Q21 earnings: JPMorgan Chase & Company (NYSE:JPM), PepsiCo Inc. (NASDAQ:PEP), and Omnicom Group, Inc. (NYSE:OMC).

Still Undervalued

Figure 1 shows the performance of the three Long Ideas featured in this report. We

This article was written by

David Trainer profile picture
16.28K Followers
We aim to help investor make more intelligent capital allocation decisions. Our research is driven by proven-superior fundamental data, models and equity/credit ratings.

Analyst’s Disclosure: I am/we are long JPM.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (4)

j
Jpm div raise will help
@jimoc I’d bet on a jpm div increase next Q.
j
@HM JOSHI, yes that's why i said what i did.
What's you guess? at least a dime to a high of 25 cents?
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