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The diamonds in the rough...

Who to blame or who to cheer (kidding)

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Date of Value Line Analysis

Discussion on Analysis
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Purchase Zones

Company

Analysis by..

.pdf of SSG

News watchperson

 

Notes

BUY

HOLD

SELL

General Dynamics

O’Hara

Click

?

Sep 24, 2004

![T1] 

$58.62

$98.88

$139.15

$179.41

Tribune

O’Hara

Click

?

Aug 20, 2004

![T2] 

$33.02

$47.60

$62.18

$76.76

Walgreens

O’Hara

Click

?

Oct 1, 2004

![T3] 

$22.10

$40.20

$58.30

$76.40

 

 

 

 

 

 

 

 

 

 

Starbux

 

 

Stu

 

2002

$18

$27.85

$37.70

$47.55

Cardinal Health

 

 

Nichols

 

 

 

 

 

 

Ethan Allen

 

 

Carol

 

2001

$23.30

$41.73

$60.17

$78.60

Lowes

 

 

Schaffers

 

2001

$35

$46.67

$58.33

$70

Coors

 

 

Nichols

 

 

 

 

 

 

Coke

 

 

Hills

 

 

 

 

 

 

Johnson & Johnson

 

 

Hills

 

 

 

 

 

 

Kohls

 

 

Schaffers

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mueller

 

 

 

 

 

$20

$34.64

$49.29

$63.93

Xybernaught

O'Hara

 

 

 

Feb 22, 02

$1.15

$2.77

$4.38

$6

Cisco

 

 

O'Hara

 

Feb 2002

$16

$41.62

$67.43

$93.15

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Calendar

Previous Minutes

Monthly Reports

Jan 2005 – O’Hara

Feb 25, 2005 – Nichols

March 18th, 2005 (Senior Matias)

April 28, 2005 – Hills’s

May 26, 2005 – Old Chicago, 144th/Center 7 pm

June ?? (O’Hara at Rosenblatt?)

July

August 25 - Nichols

August 2005
April 2005

February 2005
January 2005

------------------

September 2004
August 2004
July 2004
June 2004
May 2004
April 2004
Mar 2004
Feb 2004
Jan 2004
---------------
Dec 2003
November 2003
October 2003 (Nov 5)
September 2003
August 2003
July 2003
June 2003
May 2003
Apr 2003
Mar 2003
Feb 2003
Jan 2003
--------------
Dec 2002
Nov 2002
Oct 2002 (Sept 27)
Sep 2002
Aug 2002
July 2002
May 2002
 

CLUB LIQUIDATION

 

Mar 15, 1006
Feb 15, 2006
Jan 15, 2006
----------------------
2005 END OF YEAR REPORTS

Dec 15, 2005
Nov 15, 2005
Oct 15, 2005
Sept 15, 2005
Aug 15, 2005
July 15,2005
June 15, 2005
May 15, 2005
April 15, 2005

March 15, 2005

Feb 15, 2005

-------------------------

2004 END OF YEAR REPORTS

May 2004
April 2004
March 2004
Feb 15, 2004
Jan 15, 2004 Report*reposted after year-end distribution
------------
2003 END OF YEAR REPORTS
Dec 15, 2003 Report
Nov 15, 2003 Report

 Email me



 [T1]Still need to troubleshoot some software issues.  Historical sales growth has been huge, as has historical EPS growth.  The pdf of the SSG does not show it, but I used a conservative projection assuming a largecap company like this couldn’t maintain that level (15% sales, 12.5 % EPS).  Keeping with a conservative approach, I also used the average PEs for the price zones. 

 [T2]Something weird going on with the pdf generator.  Despite what the chart shows, I projected future sales at 13.2% and EPS as 1%  to be very conservative and assuming this industry’s challenges would prevent a lot of distributions of share earnings in the near future.  The resulting analysis is still consistent despite the 0% showing on the first page of the pdf.  Because of the 2002 aberration year, I backed the average PE highs and lows down to averages of the remaining years for a conservative projection.  I went further and used the average 5-year low price to maintain a conservative projection.

 [T3]Again, projections are not zero, they are each 15% for sales and EPS.  Because of the massive investment/restructuring of WAG, I used a low PE for the high and the lowest price current dividends will support to forecast the zones.