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Strategies & Market Trends : Value Investing

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To: - with a K who wrote (18435)3/17/2004 12:23:24 AM
From: Spekulatius  Read Replies (2) of 78520
 
Finally bought a starter position in STHLY @17$ after reading the 10k. I am embarassed to say that it has been mentioned over and over on this and on other threads at much lower prices.
Earnings/share 1.34$ - PE around 12.5
Growth YoY around 15% Revenue
FCF yield around 7%

I see STHLY growing in the 10% range for at least a couple of years and based on that assumption its clearly undervalued. I also think that sooner or later, it will be taken out by TIM (hopefully at a good premium), which owns already 80% of the shares. The stock had some wild gyrations recently, so i think there is a good chance i may be able to average down. The business looks very solid, so i believe LT the stck should perform well.
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