Old School Value

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This is a continuation of my search for the best small companies from the 200 listed in Forbes 2008.

You can refer to the results here: 1-15 | 16-32 | 33-70 | 71-130 | 131-160 | 161-200

The companies ranked 33-70 has yielded 10 results.

1. Nutrisystem (NTRI) – provides weight loss management and fitness programs
   • NTRI was part of my recent short term strategy. Sold as it went up to intrinsic value. Can be considered as faddy. No moat.
2. Bankrate (RATE) – operates online consumer banking and finance network
   • Personally used the site many times and a company with excellent numbers.
3. Blue Nile (NILE) – retails diamonds and fine jewelry online
   • Another company I have personal experience with during my search for a wedding ring.
4. Raven Industries (RAVN) – makes industrial, agricultural, construction and aerospace products
5. Chattem (CHTT) – markets OTC health care and consumer products
   • Became interested after reading a detailed article on Forbes. Could be a JNJ alternative with higher growth prospects. Equally recession proof as JNJ.
6. Jos. A. Bank Clothiers (JOSB) – retails men’s clothing and apparel
7. Ansys (ANSS) – develops engineering simulation software
8. Diodes (DIOD) - manufactures and distributes semiconductors
   • Competitive no moat industry but price is too cheap to ignore. Made the list based on its cheap price.
9. FactSet Research Systems (FDS) – provides online financial information to investment community
10. Meridian Bioscience (VIVO) – markets diagnostic test kits and specialty biological products

There are a few that are trading below my estimated values but only NTRI and DIOD seems to offer a deep discount at this time.

View the graph below to my comments and estimated fair values.

[tags]NTRI,RATE,NILE,RAVN,CHTT,JOSB,ANSS,DIOD,FDS,VIVO, stock analysis, forbes 200[/tags]

Disclosure

No positions in any stocks at time of writing