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Value Investing | A blog for investors – a general guide on how we make money and invest

A blog for investors - a general guide on how we make money and invest

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Value Investing | A blog for investors – a general guide on how we make money and invest | surfingmike.wordpress.com Reviews
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A blog for investors - a general guide on how we make money and invest
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1 value investing
2 about us
3 posts
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5 by surfingmike
6 leave a comment
7 matrix composites update
8 filed under companies
9 1 comment
10 filed under analysis
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Value Investing | A blog for investors – a general guide on how we make money and invest | surfingmike.wordpress.com Reviews

https://surfingmike.wordpress.com

A blog for investors - a general guide on how we make money and invest

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1

surfingmike | Value Investing

https://surfingmike.wordpress.com/author/surfingmike

A blog for investors – a general guide on how we make money and invest. Matrix Composites update on new blog. On new blog site. Just another reminder that my blog has changed to http:/ valueanalysis.wordpress.com. If you want to keep receiving articles, you need to re-subscribe to that blog. Reminder that this site has moved to valueanalysis.wordpress.com. To subscribe to the new site, open the link http:/ valueanalysis.wordpress.com. Site has moved to http:/ valueanalysis.wordpress.com. Transfield Servi...

2

Transfield Services – An analysis | Value Investing

https://surfingmike.wordpress.com/2011/09/07/transfield-services-an-analysis

A blog for investors – a general guide on how we make money and invest. Austock portfolio versus my model portfolio update 2 Sep 2011. Site has moved to http:/ valueanalysis.wordpress.com →. Transfield Services – An analysis. In this report, I’m going to have an in-depth look at Transfield’s financials and its current valuation. I’ve also attached an Excel model. For the company, so you can see the financials for yourself. Here’s some other warning signs:-. Shares have grown from 33m to 492m. Transfield ...

3

Austock portfolio versus my model portfolio update 2 Sep 2011 | Value Investing

https://surfingmike.wordpress.com/2011/09/02/austock-portfolio-versus-my-model-portfolio-update-2-sep-2011

A blog for investors – a general guide on how we make money and invest. Transfield Services – An analysis →. Austock portfolio versus my model portfolio update 2 Sep 2011. My model portfolio continues to outperform the Austock portfolio. It’s now almost eight weeks since I started tracking these two portfolios, and I’m almost proud to say that my model portfolio is still leading the Austock portfolio, as you can see from the table below. The full spreadsheet is attached. Leave a Reply Cancel reply. Trans...

4

Cheap stocks | Value Investing

https://surfingmike.wordpress.com/2011/09/02/cheap-stocks

A blog for investors – a general guide on how we make money and invest. Calculating Intrinsic Value – Market multiples. Austock portfolio versus my model portfolio update 2 Sep 2011 →. Now that most companies with a June year-end have finalised their 2011 fiscal year results, I’ve updated the valuations for many companies and share my views on a few of them here, including some that I think are cheap. 8211; MikeRating of 7.92. ROE has fallen to 35.7%, which is still great. Debt/Equity rat...8211; MikeRat...

5

Calculating Intrinsic Value – Market multiples | Value Investing

https://surfingmike.wordpress.com/2011/08/31/calculating-intrinsic-value-market-multiples

A blog for investors – a general guide on how we make money and invest. Free template to analyse companies? Cheap stocks →. Calculating Intrinsic Value – Market multiples. In an earlier post. Average PE 30 34 31. Current PE 23.8 19.0 17.6. 2011 PE 22.2 17.9 16.8. 2012 PE 19.9 16.6 15.3. 2013 PE 18.3 15.3 15.2. What is their historical growth record? Should they trade at a premium PE multiple compared to the market and why? Minority interests, joint ventures, partnerships, partly owned subsidiaries and pr...

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Value Investing | A blog for investors – a general guide on how we make money and invest

A blog for investors – a general guide on how we make money and invest. Matrix Composites update on new blog. On new blog site. Just another reminder that my blog has changed to http:/ valueanalysis.wordpress.com. If you want to keep receiving articles, you need to re-subscribe to that blog. Reminder that this site has moved to valueanalysis.wordpress.com. To subscribe to the new site, open the link http:/ valueanalysis.wordpress.com. Site has moved to http:/ valueanalysis.wordpress.com. Transfield Servi...

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