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Home Value Stock Idea NATH

NATH
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10:21 pm
January 28, 2010


DrSues02

Member

posts 45
3

I've looked at Nathan's before.  Seems like they had a big turnaround starting in 2003.  

I've been assigning growth rates and can't get my intrinsic value calculations to agree.  DCF (12% growth) is $24 while EPV is only showing $11.  Seems to be a rather large discrepancy.  In my limited experience, EPV usually comes out the most conservative.

What number did you come up with?

3:12 am
January 28, 2010


Jae Jun

Admin

posts 1336
2

Restaurant and franchise business. Does look to be operating nicely the past 5 years.

When you get time, could you share insight to the following questions?

——————

How has the company performed previously and now?

Any thoughts on management, direction of company?

Where are majority of revenues from?

What's the growth of FCF?

What is your intrinsic value target?

What are the risks?

What is the downside % compared to upside %?

1:12 am
January 26, 2010


vipervoodoo

Member

posts 4
1

Hey guys,

I posted this in another thread a little bit ago, but I thought I would bring it here since this seems to be where the action is. Anyway, what do you guys think about Nathan's Famous? The company's balance sheet looks rock solid. Free Cash Flow increased from year-over-year. The company is actively buying back stock AND its trading at a significant discount to Intrinsic Value.

Good Value play, right?
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