Eno's Deep Value Takeovers
2247 views
Rate Now: 1 2 3 4

average rating: 0.00 / 0 ratings
Created by EnoOnmai
DESCRIPTION:

Date updated:01-02-2008

Leveraging James A.'s value criteria,

entity value/fcf btwn 0/5
current price >=5
cap btwn 250m and 2b
lt debt/equity < 0.1
operating margin >=10
eps(ttm) >= 0
PEG "less than" OR = 1

Update 8/14

symbol name last price % change open
  • +
  • IDCC
    Interdigital
  • $21.91
  • -0.05%
  • $21.75

8/14 - Nothing has happened (except ROE and ROA which originally appeared outsized -- I suspect some one time item but haven't looked yet. Looks like a great performer too! Cap = 1.52B -> 1.134B ROE = 131 -> 24.931 ROA = 41 -> 9.861 Forward PE = 28 -> 19.27 PEG = 0.54 -> 0.42 EPS(ttm) = 4.2 -> 1.055 Operating Margin = 68.5 -> 34.853 LT dbt/equity = 0.008 -> 0.104 EV/FCF = 4.22 -> 2.82

People owning IDCC also tend to own: JCOMAAPLPANLRIMMSHLDSLBBAC

TheStreet.com Rating: C+ What is this?

  • +
  • ASPV
    Aspv
  • $0.00
  • N/A
  • $N/A

Update 11/1 - As of Oct 17 ASPV shareholders have been offered $26/share by Galenica. The board has accepted the offer. Closure targetted at 1/3/2008. Maybe there's something too this! Update 8/14 - No specific change in the drug picture. Company has done some restructuring. Updated pipeline news due on Update 6/25 - latest drug test showed negative results. Hard to believe this would be bought out with no product! This should fall out of the list from the screener eventually. I guess one of the performance criteria will fail. A little smaller cap, but still very good performance. I'll do other fundies later. Cap = 710M -> 623.7M ROE = 44.8 -> 42.835 ROA = 27.7 -> 26.669 Forward PE = 4.3 -> 3.65 PEG = 0.26 -> 0.19 EPS(ttm) = 3.3 -> 3.556 Operating Margin = 56.1 -> 58.932 LT dbt/equity = 0 -> 0 EV/FCF = 3.43 -> 2.25

People owning ASPV also tend to own: EWAHALWIREAETAMAGBMRNCNC

TheStreet.com Rating: No Rating What is this?

  • +
  • NOVN
    Novn
  • $0.00
  • N/A
  • $N/A

8/4 - On July 10 this company acquired JDS (a privately held company) for 125M in cash. This appears to have affected the databases for ROE and ROA, but I'm not clear why. Clearly this took a huge haircut also. This one is a stretch because it does not meet the Operating Income Screen. I haven't researched this yet as it does have +ve EPS(ttm and mrq) and +ve all other profitability metrics. For now I'm putting this in with the data that I have. Cap = 580M -> 414M ROE = 12.6 -> 0 ROA = 8.1 -> 0 Forward PE = 18 -> 21.47 PEG = 0.8 -> 0.991 EPS(ttm) = 0.832 -> 0.991 Operating Margin = 26.2 -> 1.257 (!Is this for real?) LT dbt/equity = 0.001 -> - EV/FCF = 4.45 - 2.88

People owning NOVN also tend to own: ALVRBBHBIIBBRK.ACPBCPLAGIS

TheStreet.com Rating: No Rating What is this?

  • +
  • TGIC
    Triad Guaranty In
  • $0.88
  • +4.76%
  • $0.88

Added 8/14 Cap = 337.2M ROE = 10.645 ROA = 5.953 Forward PE = 5.54 PEG = 0.58 EPS(ttm) = 4.022 Operating Margin = 30.533 LT dbt/equity = 0.058 EV/FCF = 3.34

People owning TGIC also tend to own: MTGRDNCLFCRDNDRIVDWSNFCFS

TheStreet.com Rating: E+ What is this?

Portfolio not tracked!

Comments not available

ADD YOUR COMMENTS:

This Week's 'Barron's' Roundup

By Roberto Pedone Posted on Nov. 9, 2009 Financial-Services Bull: Barron’s talks with Anton Schutz, portfolio manager at the Burnham Financial Industries Fund (BURFX)...

11.09.09 | 11:01 AM
Rocket Stocks for the Week

By Jonas Elmerraji Posted on Nov. 9, 2009 Last week brought investors a welcome return to gains as the S&P 500 pushed up 3.2% over the course of the last five trading d...

11.09.09 | 08:04 AM
Jim Cramer's Portfolios of the Week

By Roberto Pedone Posted on Nov. 6, 2009 According to Jim Cramer, the bears are tellinginvestors six lies. On Wednesday’s “Mad Money” TV show, Cramer said if you ...

11.06.09 | 15:52 PM
'Fast Money' Portfolios of the Week

By Roberto Pedone Posted on Nov. 5, 2009 The traders on CNBC’s “Fast Money” told their viewers what they must know after Warren Buffett announced on Tuesday his l...

11.05.09 | 12:05 PM
more articles
The Presidential/Political Thread
01.02.08 | 08:05 AM From author Dave Cox
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZA
I see
10.30.09 | 11:56 AM From author BountifulBeverly
The YouTube Exchange
07.22.09 | 17:45 PM From author Rawbrrt
more forums
Q. Can anyone explain the rationale...
11.09.09 | 16:00 PM Asked by flyers44

A. today was a huge mark up,,we rallyed off
the g20???thisd makes no sence at all .

today 's lists
Analyst Downgrades

Analyst Downgrades for Nov. 2, 2009. Read more here. more

52-Week Lows

Here is a list of some of the biggest stocks that hit 52-week lows on Nov. 2, 2009. more

Biggest % Losers

Here is the stock list of some of the largest % losers from Nov. 2, 2009. more