Dear Diary,
I just bought some Hansen Natural (HANS) at $35.97 per share, plus a minimal commission.
Gene
Wednesday, April 30, 2008
Tuesday, April 22, 2008
"My 20 Favorites"
Dear Diary,
Having just received and read the Harley Davidson (HOG) 10-K report, I see that HOG plans to ship fewer bikes in 2008, worldwide, with more sales then product to sell. This is expected to make net diluted earnings rise 4% to 7% for the year, while the rest of the industry is now down 14% for the year. With the only negative a current ratio of 1.7 presently, I'll be buying HOG in time ahead.
D. J. Hirschfeld, Chairman of Buckle, Inc. (BKE) sold 100,000 shares of his company, "Value Line" reports. With 12.6 million shares held by Mr. Hirschfeld, I see no big deal going on here.
Relative Values based on the most recent 30 Year Treasury Bond Yield of 4.3%:
Name/ Symbol/ Expected '08 EPS/ Relative Value/ Current Price
1) Dental Supply/ XRAY/ $1.87/ $43.49/ $36.90
2) Stryker Corp./ SYK/ $2.90/ $67.44/ $63.83
3) Strayer Education/ STRA/ $5.00/ $116.28/ $169.97
4) Abercrombie & F/ ANF/ $6.00/ $139.53/ $70.77
5) Harley Davidson/ HOG/ $3.70/ $86.05/ $37.01
6) Medtronic/ MDT/ $3.00/ $69.77/ $49.08
7) Amer. Eagle O./ AEO/ $2.00/ $46.51/ $15.96
8) Hansen Natural/ HANS/ $2.10/ $48.84/ $32.37
9) Techne Corp./ TECH/ $2.45/ $56.98/ $65.24
10) Deckers Outdoor/ DECK/ $6.00/ $139.53/ $116.53
11) Chattem, Inc./CHTT/$3.90/$90.70/$65.78
12) Immucor, Inc./ BLUD/ $1.15/ $26.74/ $26.11
13) Kinetic Concepts/KCI/ $3.85/ $89.53/ $39.92
14) Zimmer Holdings/ ZMH/ $4.50/ $104.65/ $76.90
15) Amgen/AMGN/$3.60/$83.72/$42.27
16) Global Payments/GPN/$1.90/$44.19/$40.87
17) American Ecology Corp./ECOL/ $1.20/ $27.91/ $26.62
18) Tiffany & Co./ TIF/ $2.60/ $60.47/ $40.74
19) Buckle, Inc./ BKE/ $2.50/ $58.14/ $47.44
20) Coach, Inc./ COH/ $2.05/ $47.67/ $31.30
Gene
Having just received and read the Harley Davidson (HOG) 10-K report, I see that HOG plans to ship fewer bikes in 2008, worldwide, with more sales then product to sell. This is expected to make net diluted earnings rise 4% to 7% for the year, while the rest of the industry is now down 14% for the year. With the only negative a current ratio of 1.7 presently, I'll be buying HOG in time ahead.
D. J. Hirschfeld, Chairman of Buckle, Inc. (BKE) sold 100,000 shares of his company, "Value Line" reports. With 12.6 million shares held by Mr. Hirschfeld, I see no big deal going on here.
Relative Values based on the most recent 30 Year Treasury Bond Yield of 4.3%:
Name/ Symbol/ Expected '08 EPS/ Relative Value/ Current Price
1) Dental Supply/ XRAY/ $1.87/ $43.49/ $36.90
2) Stryker Corp./ SYK/ $2.90/ $67.44/ $63.83
3) Strayer Education/ STRA/ $5.00/ $116.28/ $169.97
4) Abercrombie & F/ ANF/ $6.00/ $139.53/ $70.77
5) Harley Davidson/ HOG/ $3.70/ $86.05/ $37.01
6) Medtronic/ MDT/ $3.00/ $69.77/ $49.08
7) Amer. Eagle O./ AEO/ $2.00/ $46.51/ $15.96
8) Hansen Natural/ HANS/ $2.10/ $48.84/ $32.37
9) Techne Corp./ TECH/ $2.45/ $56.98/ $65.24
10) Deckers Outdoor/ DECK/ $6.00/ $139.53/ $116.53
11) Chattem, Inc./CHTT/$3.90/$90.70/$65.78
12) Immucor, Inc./ BLUD/ $1.15/ $26.74/ $26.11
13) Kinetic Concepts/KCI/ $3.85/ $89.53/ $39.92
14) Zimmer Holdings/ ZMH/ $4.50/ $104.65/ $76.90
15) Amgen/AMGN/$3.60/$83.72/$42.27
16) Global Payments/GPN/$1.90/$44.19/$40.87
17) American Ecology Corp./ECOL/ $1.20/ $27.91/ $26.62
18) Tiffany & Co./ TIF/ $2.60/ $60.47/ $40.74
19) Buckle, Inc./ BKE/ $2.50/ $58.14/ $47.44
20) Coach, Inc./ COH/ $2.05/ $47.67/ $31.30
Gene
Tuesday, April 15, 2008
Dropping GE and ENDP
Dear Diary,
"My 20 Favorites" list is maturing, as I've decided to drop General Electric (GE) and Endo Pharmaceuticals (ENDP) from the list, replacing them with Chattem, Inc. (CHTT) and Amgen (AMGN) for my Buffett reasons.
General Electric (GE) has a problem with Return on Total Capital at 6% and Long term Debt at 10 times its Net Profit Margin.
Endo Pharmaceuticals ( ENDP) will need to replace substantial revenues in the near term, as Lidoderm is going into a generic version, I read.
Gene
"My 20 Favorites" list is maturing, as I've decided to drop General Electric (GE) and Endo Pharmaceuticals (ENDP) from the list, replacing them with Chattem, Inc. (CHTT) and Amgen (AMGN) for my Buffett reasons.
General Electric (GE) has a problem with Return on Total Capital at 6% and Long term Debt at 10 times its Net Profit Margin.
Endo Pharmaceuticals ( ENDP) will need to replace substantial revenues in the near term, as Lidoderm is going into a generic version, I read.
Gene
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