Ingram Micro, Inc. (IM)

This met a high level screen to indicate a buy and strong outperform against its peers (other tickers in its industry). My 1st version of this spreadsheet devles deep into the company's balnace sheet and recent income statements, combined with other relevant price data for the company including insider/institutional holdings, short interest, debt levels, etc.
Testing capabilities of this 1st version of my automated, valuation spreadhseet matched with my personal criteria and see how it holds up.

Strong cash flow even though had poor 2008 Net Income. Saas focus will help them tremendously in the future.

trend PS test

See my January 2009 blog entry.
http://caps.fool.com/Blogs/ViewPost.aspx?bpid=125441&t=01001638641678935351

Do my eyes deceive me, or is this company trading like a traditional Benjamin Graham style Net Current Asset play? A quick screen revealed that Ingram Micro has more current assets than total liabilities and that subtracting total liabilities from current assets left a value above the company's market cap.

The company has been reporting profits, as well, which makes the valuation especially puzzling.

P/E 10.1 OR LESS
MARKET CAP 730+M

A very attractive P/E, good EPS plus they are headquartered in my home town!

4-17-2008 Ingram Micro (IM)
If you do a search for stocks with a 5 star Standard and Poors rating trading near their 52 week low, the results are two stocks Starbux and Ingram Micro. If you look at the charts for these two stocks, Starbux still looks like accumulation needs to improve. Ingram Micro on the other hand shows bullish MACD, bullish accumulation/distribution/ and bullish money flow. combine that with an increased accumulation by institutions and you have a stock begging to be purchased. I just did.

http://stockmarketbeat.com/blog1/2008/04/02/im-long-ingram-short-tech-data-paired-trade-idea/

I think a long Ingram Micro (IM) and short Tech Data paired trade can take advantage of differences in valuation regardless of what happens next in business spending.

This stock should be selling at about $30.00 per share.
Currently at $15 to $16 per share. Unusual value play. Strong technology stock. Industry purged and pearched for fast recovery when economy improves. Look for doubling of price within 24 months.

Small cap with potential.

Good mix of P/E,P/S,P/BV. Also a very efficient company!

Due to Microsoft's Vista service pack 1 coming out (currently RTM) more companies will start their tech refresh and in turn Ingram Micro will see higher sales starting around year's end.

This company is a distributor of electrical equipment from the supplier to the end user. ie phones etc... Google is in an agreement with them and they should benifit hugely from the distribution of the Google phone when it comes out. It has pulled off of decent highs and I expect it to return to those levels. I see this stock getting to 25 with all the news in the pipeline and the hype that will happen with the Google phone.

Mainline RFID producer.

A value proposition

Solid management and a very efficient business model that can adapt quickly to changes in the market. Seem to be leader in their LOB

Consistently working to improve their business margins. Long sleepy spell; signs of life.