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.…
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.…
Todd, The 2nd Quarter is usually their strongest quarter, so I expected earnings to fall from 1.044 It fell to 0.80, analysts expected 0.81. Then of course they lowered their…
Todd, “The $2.7-billion acquisition will establish Manitowoc among the world’s top manufacturers of commercial foodservice equipment. Manitowoc said it is also is one of the world’s leading producers of cranes…
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…
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…
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…
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…
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…
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.…
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…