BESI Februari 2012

1. guusje 28 februari 2012 18:33

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   VOORTS schreef op 28 februari 2012 16:52:

   Niet best naar de cijfers een daling groot volume.
   

   Zeg niets wat volume en daling betreft, TomTom had niet die daling voor de jaarcijfers en daalt flink met publicatie jaarcijfers.
   
   Als de outlook maar goed is, als het maar geen schrikken word, in dit schrikkeljaar.
2. [verwijderd] 28 februari 2012 22:28

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   10 Takeover/LBO Targets Undervalued By The Graham Number
   2 comments | February 28, 2012 | includes: BBY, HPQ, IM, IRDM, KLIC, OSK, SPLS, STI, TAP, TECD
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   Analysts and investors closely follow potential takeover/leveraged buyout (LBO) targets because when a company announces that it is being taken over, its stock price usually jumps to price in the takeover premium being paid for the company. This is obviously a very profitable event for shareholders.
   
   We compiled a list of rumored potential takeover/LBO targets from various sources including CNN Money and Minyanville. We then screened these names for those that look attractively priced, or undervalued, relative to the Graham Number.
   
   The Graham Number was created by the "godfather of value investing" Benjamin Graham as a calculation for a stock's maximum fair value. It is based off of a stock's EPS and book value per share (BVPS).
   
   Graham Number = SQRT(22.5 x TTM EPS x MRQ BVPS)
   
   The equation assumes that P/E should not be higher than 15 and P/BV should not be higher than 1.5. Stocks trading well below their Graham Number may be undervalued.
   
   ?Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research.?
   
   We also created a price-weighted index of the stocks mentioned below, and monitored the performance of the list relative to the S&P 500 index over the last month. To access a complete analysis of this list's recent performance, click here.
   
   Do you think these companies are attractively priced? Use this list as a starting point for your own analysis.
   
   1. Best Buy Co. Inc. (BBY): Operates as a retailer of consumer electronics, home office products, entertainment products, appliances, and related services primarily in the United States, Europe, Canada, and China. Takeover/LBO rumor sourced from CNN Money. Diluted TTM earnings per share at 2.9, and a MRQ book value per share value at 16.13, implies a Graham Number fair value = sqrt(22.5*2.9*16.13) = $32.44. Based on the stock's price at $25.71, this implies a potential upside of 26.18% from current levels.
   
   2. Hewlett-Packard Company (HPQ): Offers various products, technologies, software, solutions, and services to individual consumers and small- and medium-sized businesses, as well as to the government, health, and education sectors worldwide. Takeover/LBO rumor sourced from Nasdaq. Diluted TTM earnings per share at 3.32, and a MRQ book value per share value at 19.41, implies a Graham Number fair value = sqrt(22.5*3.32*19.41) = $38.08. Based on the stock's price at $29.59, this implies a potential upside of 28.69% from current levels.
   
   3. Ingram Micro Inc. (IM): Distributes information technology products and supply chain solutions worldwide. Takeover/LBO rumor sourced from Seeking Alpha. Diluted TTM earnings per share at 1.53, and a MRQ book value per share value at 21.33, implies a Graham Number fair value = sqrt(22.5*1.53*21.33) = $27.10. Based on the stock's price at $19.52, this implies a potential upside of 38.82% from current levels.
   
   4. Iridium Communications Inc. (IRDM): Provides mobile voice and data communications services through satellites to businesses. Takeover/LBO rumor sourced from Seeking Alpha. Diluted TTM earnings per share at 0.56, and a MRQ book value per share value at 9.45, implies a Graham Number fair value = sqrt(22.5*0.56*9.45) = $10.91. Based on the stock's price at $8.07, this implies a potential upside of 35.22% from current levels.
   
   5. Kulicke & Soffa Industries Inc. (KLIC): Designs, manufactures, and sells capital equipment and expendable tools used to assemble semiconductor devices, including integrated circuits, high and low powered discrete devices, light-emitting diodes, and power modules. Takeover/LBO rumor sourced from Bloomberg Businessweek. Diluted TTM earnings per share at 1.62, and a MRQ book value per share value at 6.55, implies a Graham Number fair value = sqrt(22.5*1.62*6.55) = $15.45. Based on the stock's price at $11.46, this implies a potential upside of 34.83% from current levels.
   
   6. Oshkosh Corporation (OSK): Designs, manufactures, and markets a range of access equipment, specialty vehicles, and vehicle bodies worldwide. Takeover/LBO rumor sourced from Bloomberg Businessweek. Diluted TTM earnings per share at 2.32, and a MRQ book value per share value at 17.86, implies a Graham Number fair value = sqrt(22.5*2.32*17.86) = $30.53. Based on the stock's price at $24.48, this implies a potential upside of 24.73% from current levels.
   
   7. Staples, Inc. (SPLS): Operates as an office products company. Takeover/LBO rumor sourced from CNN Money. Diluted TTM earnings per share at 1.37, and a MRQ book value per share value at 10.24, implies a Graham Number fair value = sqrt(22.5*1.37*10.24) = $17.77. Based on the stock's price at $15.15, this implies a potential upside of 17.27% from current levels.
   
   8. SunTrust Banks, Inc. (STI): Operates as the holding company for SunTrust Bank, which provides various financial services to consumer and corporate customers in the United States. Takeover/LBO rumor sourced from Business Insider. Diluted TTM earnings per share at 1.09, and a MRQ book value per share value at 37.34, implies a Graham Number fair value = sqrt(22.5*1.09*37.34) = $30.26. Based on the stock's price at $22.69, this implies a potential upside of 33.37% from current levels.
   
   9. Molson Coors Brewing Company (TAP): Distributes beer brands. Takeover/LBO rumor sourced from Seeking Alpha. Diluted TTM earnings per share at 3.26, and a MRQ book value per share value at 43.61, implies a Graham Number fair value = sqrt(22.5*3.26*43.61) = $56.56. Based on the stock's price at $45.43, this implies a potential upside of 24.49% from current levels.
   
   10. Tech Data Corp. (TECD): Distributes information technology products, as well as offers logistics management and other value-added services in North America, South America, and Europe. Takeover/LBO rumor sourced from Seeking Alpha. Diluted TTM earnings per share at 5.01, and a MRQ book value per share value at 48.81, implies a Graham Number fair value = sqrt(22.5*5.01*48.81) = $74.18. Based on the stock's price at $55.51, this implies a potential upside of 33.63% from current levels.
   
   *BVPS and EPS data sourced from Yahoo! Finance, all other data sourced from Finviz.
3. [verwijderd] 29 februari 2012 08:10

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   Heb voor de jaarcijfers een nieuwe disc geopen zodat deze later makkelijk terug te vinden is.
   Morgen weer gewoon een Maart draadje.
4. [verwijderd] 29 februari 2012 12:22

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   ... Lekker dat het verkoop boekje na de cijfers op dit moment vrijwel helemaal is opgedroogd beneden de 4.90 5.90 euro.
5. [verwijderd] 29 februari 2012 12:31

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   5.90 zul je bedoelen :)
6. [verwijderd] 29 februari 2012 12:37

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   quote:

   Hans Heijkers schreef op 29 februari 2012 12:31:

   5.90 zul je bedoelen :)
   

   Dank Hans, had nog net de gelegenheid om van dat viertje een vijfje te maken. ;-)
7. [verwijderd] 1 maart 2012 12:38

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   (Was dit al besproken hier?)
   
   SNS Securities herhaalt het koopadvies voor BESI
   
   woensdag 29 februari 2012 - 09:31u -
   
   SNS Securities verlaagt het koerdsoel van BESI naar € 7,00 van € 7,50. Het koopadvies van donderdag 27 oktober 2011 wordt herhaald. Dit vorige advies heeft geresulteerd in een rendement van 16,66%.
   
   www.guruwatch.nl/advies/61810/BESI/SN...