Blogs about EV - Stockpickr! Your Source for Stock Ideas

Blogs about EV

Blogs	Description	Date Updated
Value, Dow Chemical and Its Next Expansion	Eastman Chemical (EMN) a basic chemical company, currently $4 off its 52-week low, trades with a forward P/E of 11, a PEG ratio of 1.8 and EV/EBITDA of 5.9.Eastman expects earnings to more than double in the next five years, going from roughly EPS of $5 to $6 in 2008 to $10 to $11 in 2012. If that happens, Eastman should trade north of $110 by 2012 based on the above metrics.Specialty chemical maker, Huntsman (HUN), trades with a forward P/E of 15 and an EV/EBITDA of 9.1.Dow Chemical (DOW), the...	September 09, 2008
Book Review: Super Stocks	When I review books, I don’t just review new books. I try to share with my readers the books that have helped me become a better thinker on investments. Fortunately, in this case, the 1984 book Super Stocks was reprinted in 2007. Perhaps that validates my opinion that this is a valuable book. Ken Fisher focuses on the concept of Price to Sales [P/S] ratios as a means of analyzing cheapness in companies. Cheapness, yes, but predicated on the concept that a new product, process impro...	August 13, 2008
Qualcomm (QCOM): Share price cycles in bullish 'pennant' formation	Filed under: Analyst upgrades and downgrades, Good news, Nokia Corp. (NOK), QUALCOMM Inc (QCOM), Texas Instruments (TXN), Technical Analysis, Stocks to BuyQualcomm (NASDAQ: QCOM) designs, develops, manufactures and markets digital wireless telecommunications products and services based primarily on its Code Division Multiple Access (CDMA) technology. The firm supplies integrated circuits and system software for voice and data communications, multimedia devices and global positioning products. It...	June 17, 2008
Yahoo, Google, Microsoft: The Morning After	It’s time for a little Friday morning quarterbacking. Yesterday, the months of melodrama over the fate of Yahoo (YHOO) reached a resolution, as the company announced the termination of its talks with Microsoft (MSFT), and then several hours later unveiled a deal to outsource some search-related advertising to Google (GOOG). So what does it all mean? Well, for Yahoo investors, the outcome is a loser. The stock for months has embedded a substantial acquisition premium, and the shares are goi...	June 13, 2008
Tuesday's Upgrades and Downgrades	UpgradesApple (AAPL)- AmTech Research Neutral » Buy South Fincl Group (TSFG)- Fox Pitt In Line » Outperform First Ind. Rlty (FR)- BMO Capital Markets Market Perform » Outperform Intermec (IN)- Stanford Research Sell » Hold Superior Essex (SPSX)- Morgan Joseph Hold » Buy MedAssets (MDAS)- William Blair Mkt Perform » Outperform New York & Co (NWY)- Brean Murray Hold » Buy UST Inc (UST)- Deutsche Securities Hold » Buy NN Inc (NNBR)- KeyBanc Capital Mkts Hol...	May 06, 2008
Tuesday's Upgrades and Downgrades	UpgradesBoeing (BA)- AmTech Research Sell » NeutralHasbro (HAS)- Needham & Co Hold » Buy Gol Intelligent Airlines (GOL)- Deutsche Securities Hold » Buy WD-40 Company (WDFC)- JP Morgan Underweight » Neutral Pinnacle Airlines (PNCL)- JP Morgan Underweight » Overweight Eaton Vance (EV)- JP Morgan Underweight » Neutral PETsMART (PETM)- Banc of America Sec Neutral » Buy Marsh McLennan (MMC)- Keefe Bruyette Mkt Perform » OutperformDowngradesCybex (CYBI)- Dou...	April 15, 2008
Recurring Revenues and Financial Services- The Competitive Moat of Fiserv	In our last post, we discussed the notion of recurring revenues as it pertains to companies in the industrial sector. The genesis of this idea was a reaction to the prevailing wisdom of many investment strategists to find recurring revenue streams in consumer staple or health care stocks. It is my contention that there are recurring revenue themes across many sectors that remain unrecognized in the marketplace.As a brief aside, I will mention that our posture on MSC Industrial Direct (MSM) has r...	April 08, 2008
Analyst initiations: EVVV, STLD and SONC	Filed under: Analyst reports, Analyst initiationsMOST NOTEWORTHY: EV3, Steel Dynamics and Sonic were today's noteworthy initiations: JP Morgan initiated EV3 (NASDAQ: EVVV) with a Neutral rating. The firm sees risk to guidance and finds it too early to recommend the stock. Steel Dynamics (NASDAQ: STLD) was assumed with an Overweight rating at Morgan Stanley. Lehman initiated Sonic (NASDAQ: SONC) with an Overweight rating. OTHER INITIATIONS: HSBC initiated Rostelecom...	April 07, 2008
Recurring Revenues and Industrials	Economic uncertainty generally steers investors toward steady eddy businesses such as foods, consumer staples, healthcare and utilities. But what investors should be seeking is recurring revenues, predictable and stable revenues with a high degree of certainty.Recurring revenues are highly desirable and frequently carry a higher level of margin than capital equipment businesses. Even industrial companies can demonstrate a high level of recurring revenue and a fairly low level of capital intensit...	March 29, 2008
Mitsubishi Unveils All Electric Car	Mitsubishi Motors (MMTOF.PK), which trades in Europe and occasionally on the Pink Sheets, has brought an all electric car to the New York International Auto Show this week. The car can travel 80 miles without a recharge. The car, called the iMiEV, will start selling in Japan next year for less than $30,000. ...	March 19, 2008

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