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Who to blame or who to cheer (kidding) |
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Date of Value Line Analysis |
Discussion on
Analysis |
Purchase Zones |
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Company |
Analysis by.. |
.pdf of SSG |
News watchperson |
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Notes |
BUY |
HOLD |
SELL |
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General Dynamics |
O’Hara |
? |
Sep 24, 2004 |
$58.62 |
$98.88 |
$139.15 |
$179.41 |
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O’Hara |
? |
Aug 20, 2004 |
$33.02 |
$47.60 |
$62.18 |
$76.76 |
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Walgreens |
O’Hara |
? |
Oct 1, 2004 |
$22.10 |
$40.20 |
$58.30 |
$76.40 |
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Starbux |
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Stu |
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2002 |
$18 |
$27.85 |
$37.70 |
$47.55 |
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Cardinal Health |
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Nichols |
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Ethan Allen |
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Carol |
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2001 |
$23.30 |
$41.73 |
$60.17 |
$78.60 |
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Lowes |
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Schaffers |
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2001 |
$35 |
$46.67 |
$58.33 |
$70 |
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Coors |
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Nichols |
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Coke |
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Hills |
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Johnson & Johnson |
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Hills |
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Kohls |
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Schaffers |
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Mueller |
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$20 |
$34.64 |
$49.29 |
$63.93 |
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Xybernaught |
O'Hara |
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Feb 22, 02 |
$1.15 |
$2.77 |
$4.38 |
$6 |
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Cisco |
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O'Hara |
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Feb 2002 |
$16 |
$41.62 |
$67.43 |
$93.15 |
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Calendar |
Previous Minutes |
Monthly Reports |
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May 26, 2005 – Old June ?? (O’Hara at Rosenblatt?) July August 25 - Nichols |
------------------ September 2004 |
Mar 15, 1006 ------------------------- May 2004 |
. 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.