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…
MTW
Todd, MTW is priced to grow at -1.2% over the next 5 years. Their Crane group does about 80% of their revenues. From their last quarterly transcript: “This trend was…
Negative Consensus
For the record: My dad is questioning my judgment on my picks, pointing to the fact that they are down. The entire market is down and if the market is…
XIN part 2
M, You’re correct. But, to be honest, that doesn’t matter much. It’s cool, but look at the liabilities. The liabilities are 4x their cash. Sales figures for properties in china…
XIN question 1
Jaime, I am not concerned. The markets are falling and those perceived as the riskiest are sold off the fastest. XIN is perceived as risky because it’s real estate, it’s…