May 29, 2008
May 28, 2008
May 27, 2008
May 23, 2008
Articles were found here and here.
May 22, 2008
My wife tried Bare Minerals makeup a couple of months ago and she absolutely loved it. She loved the look that it gave her and she received many compliments from her friends on how she looked when she was wearing the makeup.
We looked into purchasing some more make-up, but were a little deterred by the price. In the end, my wife decided to use up her existing make-up before she bought anything new. When that time comes, I am positive that she will greatly consider Bare Essentials make-up.
May 21, 2008
"Carlisle is trading at $32.28. The stock currently trades at 7.73 times 2007 cash flow with a price/earnings ratio of 17 and 0.65x price to sales. According to Morningstar, Carlisle has a fair value of $46. Standard & Poor's places a conservative 12 month target price at $40. Using the conservative valuation of the two, there is at least 20% upside to Carlisle."
The company also pays a 1.80% dividend that it has increased every year for the past 28 years.
May 20, 2008
Dollar Financial's (DLLR) 3Q08 (ended March 31, 2008) diluted earnings of $0.56 per share, were two cents short of our estimates as well as the consensus. Consolidated revenues were up 26.4% and net income increased by 18.3%, based on strong growth in Canada and the U.K. markets. The bottom-line results were partly offset by higher store and regional expenses, reflecting continued expansion and integration of recent acquisitions.
The company acquired 15 stores and opened 14 de novo stores during the quarter. After reviewing the results, we have adjusted our FY08 and FY09 estimates. Relative valuation looks quite attractive at present and therefore, we maintain our Buy recommendation on the shares of DLLR.
Currently, DLLR trades at 7.8x the consensus forward estimate (versus 9.0x at the time of our last report), a 26% discount to the peer group median (versus a 3% premium at that time). On a price-to-book basis, the shares now trade at 18% premium to the peer median, versus a 92% premium in March. Relative pricing looks attractive on a P/E-to-growth (PEG) basis, using the consensus forward estimate and the consensus long-term growth rate.
Further, as DLLR derives a significant share of its earnings from outside the U.S., we expect the company to benefit in the coming quarters from the stronger economic trends in those countries, coupled with continuous weakness in the US dollar. We also see better growth prospects in Canada with improving visibility in the regulatory environment there."
May 19, 2008
"If my projections are correct, Universal Display's stock could quadruple in the next five years. That would be equivalent to about 30% annual returns."
"MannKind clearly falls within the realm of speculative investments, that doesn't mean it's not also a value play ... Bill Miller, the legendarily unconventional value investor and owner of the mutual fund world's longest streak of outperforming the market, recently highlighted MannKind as the company his fund owns that has the greatest potential. And he was buying shares at a significantly higher price than is available today. Other value-oriented investors, including the fine people at Morningstar, also see the stock trading well below its intrinsic value. [Emphasis added.]"
In contrast, Zacks had an article on Mankind from May 6, where they say to sell the stock to $1.50. They also had this to say on the stock:
"Even if TI makes it through the approval process, we do not expect the drug to reach the market before 2011. Considering the $1.1 billion in cash burn incurred so far, coupled with the high SG&A costs necessitated to strategically position and distinguish the drug from other therapies, we do not expect the company to achieve profitability without TI achieving blockbuster status a status seemingly out of reach in the current market scenario."
May 16, 2008
"The valuation on AUO is ridiculously cheap. It is currently selling for 5.8x current-year estimates of $3.38 per share. Those estimates have increased 19 cents over the past month. Two of the five covering analysts have raised their numbers."
May 15, 2008
May 14, 2008
May 13, 2008
"This stock is in the center to TWO major industry needs, transformation of the auto industry and renewable energy storage for the global electric grids. This company will get bought within 6 months. Both opportunities are too big to [ignore] for Seimens, GE and the Japanese."
May 12, 2008
"The exponential growth in PND products will continue to pull down corporate margins, and some investors may be concerned about this. We would however, point to the fact that operating profit dollars have increased 248.8% over the last three years. We believe that Garmin deserves a premium to the market, based on its size, brand name, market position and solid financials."
May 9, 2008
May 8, 2008
ZymoGenetics was also mentioned in this article.
May 7, 2008
May 6, 2008
They give the stock a fair value of $20 a share, but admit that this may be a high estimate.
May 5, 2008
"When you see a fat pitch coming straight down the middle of the plate, you have to take a big swing and go for the home run."
The same author wrote an article on April 9 which is detailed here, giving a DCF analysis