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Stock Market & Economic Analysis
Browsing All posts tagged under »P/E Ratio«
Clarkson plc: Cash Machine
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
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
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
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
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
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 […]
Leading Fund Managers Comment on the UK Equity Market
February 17, 2011
Bloombery today published an article which contains a number of interviews with leading UK fund managers. It is quite clear that there are some differing views on the market, particularly with regard to companies focused upon the UK consumer. Paul Spencer, manager of Rensburg Fund Management Ltd.’s U.K. Mid- Cap Growth fund: “Many U.K. stocks […]
Shaftesbury plc: Great assets, but over-valued?
January 25, 2011
Shaftesbury plc (SHB) is a real estate investment trust which owns freeholds on more than 500 buildings of prime London property, including much of Chinatown, the Carnaby Street and Seven Dials shopping “villages”, property in the Covent Garden Opera Quarter, St Martin’s Courtyard and on Berwick Street in Soho. These areas form key sections of […]
Common Errors In Company Valuation
January 20, 2011
The following is a list of common corporate valuation and investment errors identified by Pablo Fernandez (University of Navarra – IESE Business School) in a paper entitled “80 Common Errors in Company Valuation“. 1. Errors in the discount rate calculation and concerning the riskiness of the company A. Wrong risk -free rate used for the […]
July 4, 2011
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