Month: October 2008

No JPM or YHOO

Dario, Yahoo is priced to grow at 11.5% by my calculations. I know they have had deals with Microsoft and Google and neither have worked as far as I know.…

CEDC Currency Rates

Hey Nate, I’ve tabled this one, cause I have no idea about how the currency exchange rates will impact the company. Here’s the Q2 transcript: http://seekingalpha.com/article/89211-central-european-distribution-corporation-q2-2008-earnings-call-transcript A few highlights I…

1 Stock

Greg, That’s hard. I hate picking just one. For the sake of using macroeconomics, China’s my favorite country and they aren’t hurting fundamentally as bad as we are. My favorite…

Discounted Cash Flows

Dario, It has to do with rules of thumb applied to discounted cash flows of future earnings. The stock is CEDC. A few “calculators” http://www.moneychimp.com/articles/valuation/dcf.htm http://www.creativeacademics.com/finance/dcf.html#what Basically, when the PEG…

Should I sell?

Dario, PCP and MTW are the two of those that I trust the least. I’m waiting on earnings on MTW, but PCP is pretty much hoping that the Boeing strike…

NPK

This company looks really good, priced to grow at 2.8% and has been crushing around 30%. Everyone agrees with me. I haven’t researched it enough to write about it or…

BTU

How’s it going, I looked into it. You were probably advertised this company because: Peabody Energy Corp. Raises FY 2008 Earnings OutlookThursday, 16 Oct 2008 08:02am EDT Peabody Energy Corp.…

MTW2

Todd, It is definitely priced below the current forecast and what’s reasonable. There are a lot of companies priced like this right now. There are also a lot of companies…