Entries from October 2006

NTRI - Nutrisystem Inc

October 31st, 2006 · Comments Off

Nutrisystem current market cap 10x above book value, will not add to the portfolio.
Overall Sorcard:
NTRI currently only passes 1 f the 8 selection criteria to be considered a value investment for my portfolio. I will continue to monitor this equity to see if it improves in other aspects of the scorecard.

Company Background: NutriSystem, Inc. provides [...]

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Tags: Stock Research

LIZ - Liz Clairborne, Inc.

October 22nd, 2006 · 2 Comments

Liz Clairborne provides upside potential with 5 year DCF model - adding to portfolio.
Company Background: Liz Claiborne, Inc. engages in the design, marketing, and retail of women’s and men’s apparel, accessories, and fragrance products worldwide. It offers junior’s, men’s, and women’s sportswear, jeanswear, and activewear; jewelry and cosmetics; bath and body-care products; and accessories, including [...]

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Tags: Stock Research

SAB - Grupo Casa Saba, S.A. de C.V.

October 14th, 2006 · 3 Comments

Mexican distributor providing higher cash flow yield than 10-year U.S. treasury bonds.
Company Background: Grupo Casa Saba, S.A. de C.V. operates as a multichannel, multiproduct wholesale distributor in Mexico. It primarily offers pharmaceutical products, health, beauty aids and consumer goods, general merchandise, publications, and office and other [...]

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Tags: Stock Research