$SD $PAL $XCO $ARCO $MRVL $ACI

All of these seem fairly priced...

SD.

EV = $7341

EBITDA = $1B with double digit growth for the next 2-3 years.

Ev/ebitda = 7.341

This could go up but it is actually fairly valued on an EV basis.. the thing is that markets are dumb.

Xco

2012 ebitda around $440M.

Mkt cap $1480

Net debt 1712

Ev 3192

EV/EBITDA = 7.25

Arco

EBITDA = 347

Net debt 417

Mkt cap 2770

EV/EBITDA = 9.18

Mrvl

Ebitda 717

Ev = 5.72B

Ev/ebitda = 7.9

Pal

I have no idea, they just issued convertible debt at $2.90/share

Second quarter EBITDA was CAD20M

Mkt cap 315M

EV = 400M ballpark

Nope. Too expensive

Aci

Ebitda = 181M*4 = 724M

Mkt cap 1300

Net debt 4086

Ev/ebitda = 7.43