Here’s some controversy coming your way. A stock price valuation of AAPL by a value investor. Warning: if you love Apple, I mean really l.o.v.e. AAPL, this may not be what you want to hear. The Apple Story… Apple is consistently a Wall Street darling. The company is covered by 35 analysts, it’s products, services and CEO is [...]
Continue reading...Thursday, December 18, 2008
This post is an update to ValueVision Inc (VVTV) according to the latest 10-Q filing on Dec 11,2008. Click here to read the first post on VVTV to get the background information and valuation numbers as I will be skipping some sections that I feel have not changed. Business Developments As hoped, VVTV is now planning to sell itself as one of its strategic options. Considering the business, competition, environment and management including the board, this is a good move. There hasn't been any further news relating to this sale, but there are interested buyers out there.
Continue reading...Wednesday, November 19, 2008
Until Nov 21, you have access to all the premium content on Morningstar. Quickly sign up (no credit card required) or log in now! Go go go. Thanks to Contrarian Value Investing for the notice. I've also made a quick comparison between Morningstar fair value and my fair values.
Continue reading...Tuesday, October 28, 2008
In part four of the series on special situations, I'll briefly present a recent spinoff. Dr Pepper Snapple. This series is based on the book You can be a stock market genius! so for additional information, be sure to read it yourself.
Continue reading...Friday, June 27, 2008
Although finding great, stable companies with more than 10 years of history to examine is ideal, not all companies fall into this category. A boat load of companies fall into the category of around 5 years of operational history. This modified spreadsheet calculates the intrinsic value based on the last 5 years and I'll also take you through the steps to modify the spreadsheet yourself so that you can apply it to other databases other than Morningstar.
Continue reading...Thursday, May 29, 2008
Gone are the days where people wearing coats, gloves and nets in their hair, stood in a line counting/measuring and packaging nuts & bolts, grain, chemical, pills, food etc. Nowadays, factories, companies, assembly lines all automate for precision and efficiency. How? With feeders,conveying systems and other related equipments handling bulk solids. I find the business boring don't you? Yet, I am excited by this boredom.
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Thursday, August 13, 2009
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