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Non-Tech : FIVE BELOW- We'll give them 24 months
FIVE 189.95+0.7%3:59 PM EST

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From: Smiling Bob9/10/2012 7:28:37 PM
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Another opinion of valuation, which isn't far off from mine
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Re: The Riccaro Money Flow Quotient still maintains a buy on FIVE.
By kay59sween . 1 day 4 hours ago . Permalink

I shorted it at 33 the other day. Within 3 hours it was up 3 bucks, really bad timing, was 2 cents away from getting stopped out. I like the company just not the market cap. I like Ford Mustangs but I wouldn't pay $250,000 for one. Next weeks earnings and call will give us our first look at the game plan and how it will be rolled out and how fast. To be worth 1.9 billion they need to make about 100 million next year which would be 19X earnings and we all know that can't happen and won't for around 10 years or so at best. I can't see this thing up here but I have been wrong before, who knows. Right now, I think this is a 5-10 dollar stock. ANF will do 4.5-5 billion next year, make about 250 million net and they are only worth 3 billion. Thats about 12 times next years earnings. Five will make 48 cents at most next year(and I don't think they will make anything), multiply that by 12 and you get about 5 bucks at most. TCP has over 1000 stores, does 1.75 billion a year, nets 63 million has 150 million in cash and is worth less than five below, either these stocks need to triple immediately , which I don't believe, or Five Below needs a serious haircut.

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