+ Watch MIL
on My Watchlist
This is a cyclical stock, we have reached a trough in commodities so I think this will outperform in the next year or so. Given that all commodity stocks are recovering, MT, AA, X etc, I think this will catch up as well.
VIC (P/TBV=0.7), jockey investment (Michael Smith).
Low PE, good ratios compared to industry, value that will grow with increased industrial activity in the coming year. Bought into earnings this Friday.
looking for a double
Screen for low Book, growth, low debt.
Low PE, Dividend, Track record of spinoffs
Trading at a discount to book
http://wiki.fool.com/The_Graham_Number Formula: Fair value=Sqrt(22.5*EPS*BV) I expanded it a little by also using EPS Normalized and Tangible BV My current Graham Number Valuation Range (GNVR) for MIL: $9.60 to $33.89
Michael Smith is my idol. Has anyone ever seen the guy ? If you have a picture please post it. Hah the guy is a ghost....with only a top end trail of steady profits and shareholder wealth creation to be found.
Michael Smith and a cash-rich balance sheet -- be patient and good things will happen
Below book. Fv around 10
New Div play..
Great value investment that is small but a big business at heart
purchased this a while ago based on strong fundementals. After sliding this month. was happy to see book values above share prices.
It has been underperforming for six months; I see nothing that indicates a turn-around.
Jockey + Patience
BATS data provided in real-time. NYSE, NASDAQ and NYSEMKT data delayed 15 minutes.
Real-Time prices provided by BATS. Market data provided by Interactive Data.
Company fundamental data provided by Morningstar. Earnings Estimates, Analyst Ratings and Key Statistics provided by Zacks.
SEC Filings and Insider Transactions provided by Edgar Online.
Powered and implemented by Interactive Data Managed Solutions. Terms & Conditions