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.
- 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.
- Bankrate (RATE) - operates online consumer banking and finance network
- Personally used the site many times and a company with excellent numbers.
- Blue Nile (NILE) - retails diamonds and fine jewelry online
- Another company I have personal experience with during my search for a wedding ring.
- Raven Industries (RAVN) - makes industrial, agricultural, construction and aerospace products
- 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.
- Jos. A. Bank Clothiers (JOSB) - retails men’s clothing and apparel
- Ansys (ANSS) - develops engineering simulation software
- 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.
- FactSet Research Systems (FDS) - provides online financial information to investment community
- 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.
Technorati Tags: NTRI, RATE, NILE, RAVN, CHTT, JOSB, ANSS, DIOD, FDS, VIVO, stock analysis, forbes 200
Disclosure
No positions in any stocks at time of writing
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(What can I do with 10 grand?, 7/11/08)
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[...] Forbes best small companies [...]
[...] Forbes Best Small Companies Project: Part 3 posted at Old School Value. Filtering each company manually in 2008 Forbes 200 best small companies. Went through no. 33-70. 10 candidates for further study came up. Stocks: (NTRI) (RATE) (NILE) (RAVN) (CHTT) (JOSB) (ANSS) (DIOD) (FDS) (VIVO) [...]
[...] can refer to the previous results here: 1-15 | 16-32 | 33-70 [...]