Thursday, February 3, 2005
ARDI trading above 6$
If you bought on my rec of 5.87 or less you'd feel pretty happy right now. Still good opportunity.
Sign in to see full entry.
Monday, January 31, 2005
Forbes Rates ARDI # 1
I'm telling you, get in while this stock is cheap. I'm not partial to this company, my valuation just shows it's worth 5 and some change. Check this out: @Road Tops the List of Forbes 25 Fastest Growing U.S. Technology Companies; @Road Recognized for 281% Five-Year Growth Rate January 31, 2005...
Sign in to see full entry.
Wednesday, January 26, 2005
ARDI stock is upgraded by analyst
UBS has upgraded ARDI. Also, S&P stock reports a fair valuation of ARDI at $6/share. Like I've already told reader before, this stock a good purchase on 5.87/share (my valuation).
Sign in to see full entry.
Tuesday, January 18, 2005
Another good stock to buy: Owens and Minor (OMI)
I bought OMI for under 28$. I think it is a good value. This company has steadily grown earnings for the past 3 years that I've followed it. Check it out. BTW, my other recommendation, ARDI, is now priced above 5.90. I think its rock-bottom valuation is in the 5.80's. Earnings report is Feb 3rd.
Sign in to see full entry.
Thursday, January 13, 2005
ARDI is sellling below a conservative valuation of 5.87
Like the rest of the market, ARDI has given back the artificial gains of Nov-Dec. Those gains were due to fund managers pumping up their annual returns for their report cards. This is a good opportunity to buy ARDI and other stocks.
Sign in to see full entry.
Tuesday, January 11, 2005
ARDI has dipped down to my valuation price level
I think now is a good time to buy some ARDI shares, as it is selling near my conservative valuation price.
Sign in to see full entry.
Monday, January 3, 2005
A growth stock to consider: ARDI
I've followed @Road for over a year now and I think this is a small company worth buying. Using a Residual Earnings valuation model, I calculated a stock price value of 5.87. ARDI is currently priced around 6.60. Recently ARDI acquired another company. It had a about 100m cash on hand thanks to...
Sign in to see full entry.
Monday, December 6, 2004
Shareholder's Equity
Now many people focus on dividends only. In the dividend discount model, one must assume that the only value is that received from the cold hard cash of paid out dividends and one's selling price. This method makes no attempt to truly value the firm. It just predicts future dividends and future sell...
Sign in to see full entry.
Thursday, December 2, 2004
How financial statements interrelate
It is useful to analyze companies by viewing their financials through an engineering framework. There is a logical flow from statement to statement, and the flow is applicable to every company. For example, when a company earns profits (earnings), what happens to these earnings? Where do they impact...
Sign in to see full entry.
Wednesday, December 1, 2004
How financial statements are related
I want to start with the basics of valuation. I think that understanding the relationships among the financial statements is fundamental to valuation. It's hard to see the big picture if you just follow stocks on t.v. or the Journal. This is because these mediums only present bits and pieces of the...
Sign in to see full entry.
