Robert Half International, Inc. (NASDAQOTH:RHI)

Valuation is too high, almost 5 times book value. Target $18

bought based on SA recc

Hiring accountants

Since the SA strategy is to own wonderful companies forever, I just can't see how RHI fits in to the SA portfolio. They've had two good years out of the past ten. Basically, they've shown that when the economy is tepid yet recovering, they can make money by placing temps with businesses that are not yet sure enough about their futures to make full-time hires. Where is the moat? Staffing agencies are simple to start and simple to run. Until they can show the viability of their business during economies other than this one (declining and strong), I'm staying away.

That being said, if one were into trying to time the market (a very un-SA thing to do) one might make a lot of money with this company. It might be a decent buy during a very strong economy (when businesses just hire employees) or very weak economy (when businesses start dipping their toes in the water of expanding payrolls by hiring temps).

Will benefit from the current administration's need to create jobs at any expense.

My best stock that I own, should report a dividend this week.

Temporary jobs will outperform as the business cycle ebbs and flows.

No one wants to hire for the long haul.

If there are no new jobs, how is this company going to continue its success?

This company does best coming out of recession. As a recession ends, companies need additional help but don't want to commit to an FTE hire. This plays to RHI's strength. Well managed company, with 0 debt. They'll take market share when the recovery starts.

With unemployment at the highest rates in the last 2 decades, you have to think of how people will get plugged back in when our economic system gets healthy. Robert Half is the clear frontrunner for job placement in both Office/Admin positions as well as Accounting/Finance. High demand company with better than ever bargaining leverage both with candidates and corporate clients.

FTE are too expensive, and the democrats will only make them more expensive.

900-lb gorilla in category; stock been beaten down in market run-down. Decent growth opportunity while economy sorts itself out and companies look to temporary staff instead of FTEs for back office-typw work.

The demand for specialized employees will only continue as these type of service companies relieve some of the staffing burden for corporations.

Cash heavy low overhead and a market slipping into recession. Great factors for a company that focuses on temporary help with no benefit cost and prides itself on finding those risk averse job seekers.

staffting firm that focuses on finance and accounting personnel....very low historical valuation at prices right now....just reported a strong quarter...looks very attractive buy right now.

Solid management and steady growth.

Historically well run company. Growing business internationally. Priced at discount due to gloom and doom of the US economy.

41