SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Disciplined Investing, especially the NAIC way

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: The Philosopher who wrote (320)5/8/2002 5:59:18 PM
From: - with a K  Read Replies (2) of 469
 
One of my club members will be taking the SA-3 class later this month, and I've asked him to give us a report at our next meeting.

Re: WM. I've owned it for some time now and added to my position in mid-January after I updated my cover sheet and SSG. It in now my third largest position. It was a strong buy at $32 and is still quite reasonably valued at $38:

4. What is the Fair Value? (1/8/02)
Kris’ Graham Calculation (using only 8% EPS growth and maximum PE of 8.5):
Graham Fair Value: $67.27
Current Price: $32.47
Percent Growth to Fair Value: 107.17%

My SSG at the time showed a buy up to $36 (and sell above $66) using very stringent parameters. I'll have to update it one of these days!

I also attended the recent annual meeting in Seattle. Very impressive management team!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext