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Christmas Worksheets



December 13, 2009 – Comments (8) | RELATED TICKERS: PRX.DL2 , HLS , GXDX.DL

I received quite few e-mails last week requesting worksheets on stocks that were listed in an article posted at the AAII site. (subscription required)

The article titled The First Cut: Attractively Priced Share Buyback Stocks contained the results of a stock screen that was intended to highlight exchange traded companies with significant positive earnings surprises that had below average forward price to earnings ratios, and were followed by at least four analysts.

So in response to those folks that requested worksheets, here you go. Perfect weather to you all!


Innophos Holdings, Inc. (Nasdaq: IPHS) For the Innophos Holdings worksheet, please click here.

Par Pharmaceutical Companies, Inc. (NYSE: PRX) For the Par Pharmaceutical worksheet, please click here.

HealthSouth Corporation (NYSE: HLS) For the Healthsouth worksheet, please click here.

Genoptix, Inc. (Nasdaq: GXDX) For the Genoptix worksheet, please click here.

Cabela's Inc. (NYSE: CAB) For the Cabela's worksheet, please click here.

8 Comments – Post Your Own

#1) On December 13, 2009 at 6:12 PM, Tastylunch (28.72) wrote:

GXDX and HLS links are broken Wax.


thanks for sharing your work!

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#2) On December 13, 2009 at 7:39 PM, wax (< 20) wrote:


Sorry about that.Genoptix Healthsouth


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#3) On December 13, 2009 at 8:05 PM, UltraContrarian (30.52) wrote:

Is your opinion of IPHS going to nosedive as soon as the 2009 full year statement comes out? Because earnings in 2009 have been a lot lower than 2008. I think your worksheet places too much emphasis on the older numbers.

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#4) On December 13, 2009 at 8:30 PM, Tastylunch (28.72) wrote:

Hey Np Wax

Just curious do you mnaually put in all those numbers yourself or do you stream the data from S&P or someone like that into your spreadsheet?

OT: have you ever tried using Piotroski's value methodology?

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#5) On December 14, 2009 at 5:51 AM, wax (< 20) wrote:


I have no idea what the future holds for this stock. What I do know is that based on my value work, the future value should decline. I highlight that on my worksheet in two places.

And yes, my worksheet does indeed place more emphasis on the older numbers. The reason is those numbers are audited numbers. And when sharing investment thoughts with others, I believe I owe it to folks to use numbers that have been verified by an independent auditor.



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#6) On December 14, 2009 at 5:58 AM, wax (< 20) wrote:


Yes sir, each worksheet is built to order. The reason I manually put the data on the left side in, is because as I am entering the data, I get to compare it to prior years which gives me a bit of an insight into management.

Over the years, I have come to learn that investing, especially value investing, is as much art as it science.

And nope, I have not used Mr. Piotroski's method.But one thing you need to realize is that my worksheets are a starting point. When I find a company that I want to research futher, I go back at least 10 years, which is similar to what Mr. Piotroski does.



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#7) On December 15, 2009 at 3:29 PM, anchak (99.90) wrote:

hey Wax...thanks for sharing man!

Hope to learn a great deal from these.

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#8) On December 16, 2009 at 4:07 AM, wax (< 20) wrote:


You are welcome. Please remember they are only a starting point for further research.


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