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Stock Notes

Most Recently Stock Notes

[email protected] 05-29 FEIC
$FEIC: Expectations met

[email protected] 05-29 FEIC
$FEIC: Valuation ratio meet my expectations

[email protected] 05-29 MKTO
$MKTO: Percentage change is higher in relation to price

flyflipper 05-29 NWIN
$NWIN: Dividend and growth

grant.manthey 05-29 WLL
WLL: Overweight @ 77% Starmine

HerbertvdK 05-29 NGVT
NGVT: Ingevity Corp

HerbertvdK 05-29 CMIHF
CMIHF: China Metal International Holdings Inc

HerbertvdK 05-29 MWCAF
MWCAF: Matachewan Consolidated Mines Ltd

HerbertvdK 05-29 EVSNF
EVSNF: Bit vision systems (EVSNF)

BUY at $100/sh; IV = $128/sh based on FCF of $11.69/sh and netting partial goodwill and pension against long term debt, net of cash, and adjusting for aggressive inventory accounting. Based on expected 9.5% expected growth rate in FCF with margin improvement, resumed China demand; assuming 11% historical WACC, (which is conservative since WACC tends to decrease during recessionary periods. Also taking into account industrial sector needing 23% correction and beta of 1.2. Medium Risk/Wide Moat 77.5%

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