Dr Pepper Snapple (DPS) Spinoff

October 28, 2008 | Read Now

In part four of the series on special situations, I’ll briefly present a recent spinoff. Dr Pepper Snapple.

This series is based on the book You can be a stock market genius! so for additional information, be sure to read it yourself.


GeoEye (GEOY) Analysis

July 30, 2008 | Read Now

I’ve been looking into a company by the name of GeoEye after reading up on the very detailed and well written analysis by Chris Fernandez of Peak Stocks. If you are interested in small caps and don’t believe stock price volatility is a correlated indicator of business performance, then you can read more of his work by going here.

Before you read on, keep in mind that I am in the initial phases of poking around and nothing should be taken as granted. However, I plan to complete my research by August 22. Continue on to find out why.


AeroGrow: Can’t Finish The Race

July 18, 2008 | Read Now

Fiscal year 2008 came to a close for AeroGrow on March 31, 2008. The conference call was held on June 26 and I think it is a good time to provide an update.

Previously I had written about AeroGrow and pointed out good and bad points, but mostly good. With the stock price lower by approximately 35% from my time of purchase.In this post, I won’t gloss over the increase in revenue or store presence and other obvious matters. This post, I’ll be going over the problems.


K-Tron (KTII) Business Valuation

May 29, 2008 | Read Now

Gone are the days where people wearing coats, gloves and nets in their hair, stood in a line counting/measuring and packaging nuts & bolts, grain, chemical, pills, food etc.

Nowadays, factories, companies, assembly lines all automate for precision and efficiency. How? With feeders,conveying systems and other related equipments handling bulk solids. I find the business boring don’t you? Yet, I am excited by this boredom.


Fisher’s 15 Point Checklist: AeroGrow (AERO)

May 10, 2008 | Read Now

As with all companies, a thorough understanding is required in order to maximize returns and keep your cool even when the stock price falls. But how do we go about understanding? Not everyone is in the position to do for themselves much of what is needed to get the most from their investments. That is where the 15 point checklist by Philip Fisher comes in handy. It acts as a guide to your investment research. The following is my scuttlebutt for AeroGrow. You may also read my first valuation report on AeroGrow.


AeroGrow (AERO) Valuation

May 3, 2008 | Read Now

Living in an apartment in Seattle doesn’t offer much opportunity to grow your own small plants or herbs. The endless cloudy days and the small square footage doesn’t help the cause either. I don’t like gardening and planting but I do want to be able to eat (if possible organic) fresh salads, herbs and other vegetation without having to visit the grocery store so often. So I’ve recently become greatly interested by Aerogrow, a company that has a product line that seems to solve the dilemma for people like myself.


K-Swiss Valuation (KSWS)

April 16, 2008 | Read Now

Value stock or value trap? K-Swiss, a simple, easy to understand business which is probably within everybody’s circle of competence. K-Swiss operates in the athletic footwear business designing and marketing mainly tennis and casual shoes to the teen market. Currently down to the $16’s, how is it as an investment?


American Eagle Outstanding (AEO) Valuation

March 11, 2008 | Read Now

Seems like the current pull back clipped the wings of American Eagle. At its current price of $17.17 is it a superb deal or a value trap?


Apple (AAPL) Valuation – Part 2

January 28, 2008 | Read Now

So a lot of people have been complaining that I was too conservative with my first valuation of AAPL. I assumed that AAPL would grow at 14.3% for the first 3 years, slowed down 10% in yrs 4-7 and further slowed down 10% in yrs 8-10 until the company slowed down to a steady 5% from yrs 10-20.


Apple (AAPL) Valuation

January 27, 2008 | Read Now

As you probably know Apple is a leader in consumer electronics. If you’ve never heard of the iPod, it’s time to crawl out of the cave you’ve been living in.

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