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Strategies & Market Trends : Value Investing
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To: richardred who wrote (40984)1/10/2011 1:19:35 AM
From: Shane M  Read Replies (1) of 78476
 
richardred,

I'm not familiar with SHLM. I pulled it up in my database (SI Stock Investor Pro) and quick thoughts:

My participation in the value realm is fairly narrow - if a company isn't hitting alot of Joel Greenblatt's Magic Formula criteria or if it doesn't hit alot of Buffettology-type screens I pretty much don't see it. My guess is the returns on capital, return on equity, and various other similar calcs combined with the lower earnings yield have never brought it to my attention.

The sales growth is interesting to me, but they've gotta improve operationally before they start showing up on the filters I use. One other thing I look at is book value growth and their book value is about the same as it was 7 yrs ago - they're not creating much equity via the business. It looks like free cashflow was starting to surge a few yrs back and then they went negative again recently. Without digging more it's tough, but again - they haven't historically proven great managers of capital on a ROTC or ROE basis, but maybe they're onto something with what looks like a recent big investment.

But again - just my quick thoughts and I'm not a die-hard value guy and there's lots of companies on this thread that folks like that never get past the first filters I have. This one just doesn't fit the profile of what I tend to look at.
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