Browsing All posts tagged under »P/E Ratio«

Clarkson plc: Cash Machine

July 4, 2011

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Listed on the London Stock Exchange (LON:CKN) Clarkson plc, recently covered by Valuhunteruk, describes itself as: Clarksons are the world’s leading provider of integrated shipping services, bringing our connections and experience to an international client base. We play a vital intermediary role between shipowners and ship charterers across every sector of maritime trade. Our network of […]

Is ASOS plc Overvalued?

June 14, 2011

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Taken from the company’s own website, ASOS plc describes itself as: ASOS is a global online fashion and beauty retailer and offers over 50,000 branded and own label product lines across womenswear, menswear, footwear, accessories, jewellery and beauty with approximately 1,500 new product lines being introduced each week. Aimed at fashion forward 16-34 year olds […]

Robert Wiseman Dairies

June 7, 2011

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Well-done to all the readers who correctly identified the mystery company discussed earlier this week was indeed Robert Wiseman Dairies plc.  Unfortunately, no prizes are on offer, but with this post I do include a much more detailed analysis of the business. Robert Wiseman owns and operates seven major milk processing dairies in the United […]

Would You Buy Shares in this Mystery Company?

May 31, 2011

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I’ve found a stock that appears to tick many of the boxes that might appear on Warren Buffett‘s pre-investment checklist.  I’ve included the below a list of the company’s key operating and financial characteristics.  I’d be interested to know: does this information make you want to buy the stock (or at least get more information); […]

A Leveraged-Buy-Out of Apple Inc?

May 12, 2011

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Although such a transaction is unlikely to happen given the size of Apple’s market capitalisation ($319bn) and the huge equity requirement that such a deal entails, I still think it is a worthwhile exercise to consider Apple’s capital structure from the perspective of a private equity investor, who would be unlikely to stick with the […]

The Bull Case for Expedia & Tripadvisor

May 5, 2011

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Expedia (NASDAQ:EXPE) is a provider of online air travel, hotel room, cruise ship and car rental booking services through its websites which include expedia.com, hotels.com, hotwire.com and venere.com; and of travel advertising services through its websites which include tripadvisor.com, bookingbuddy.com, holidaylettings.co.uk, and cruisecritic.com.  This company presentation gives a good overview of the business.  In FY10 […]

The Case for SINA Corporation

March 7, 2011

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SINA is an owner and operator of a number of online services in the People’s Republic of China.  These include SINA.com (a news portal), SINA Mobile, SINA Community (social services and games), SINA.net (search & enterprise services) and SINA E-Commerce (online shopping).  In FY10 SINA generated revenue of $402m (+12.3%yoy) and net profit of $109m […]