Greenblatt's Little Book That Beats The Market Message Board

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Strategies & Market Trends : Greenblatt's Little Book That Beats The Market

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To: Spekulatius who wrote (167)	1/10/2009 2:18:54 AM
From: bruwin	Read Replies (1) of 218

Spekulatius, have you purchased Joel's book ? If you have, did you find the material useful for your own investing style and strategy ? I see you replied to Paul Senior's post of 25 Sept.'08 where he referred to purchasing some PCP shares. At the time the price was about $82.60. I see it's now at about $63.80. Looking at its last few Quarterlies and its last 2 Annuals it seems the problem lies in the slowdown of its top line Revenue. The sum of its last 2 Quarterlies is $(1834+1819)m=$3653m. If we double that we may see its next Annual Revenue equal about $7300m. Its last Annual Revenue was $6852m, so that would give an increase of about 6.5%. That's a lot lower than the previous Annual Revenue increase of about 28%, and the 50% Annual Revenue increase before that one. That could be why we seen a fall off in its price and a sideways move over the last 2 months. Apart from that Revenue problem the rest of its fundamentals look quite good.

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