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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (59968)10/17/2017 3:46:37 PM
From: upanddown  Read Replies (2) of 78464
 
E_K_S

Re M

I use your GN spreadsheet all the time. It is a great way to get consolidated info about an issue even if the GN is not favorable.

I get the same 33.15 valuation on M.

I know you have talked about tweaking the numbers if you feel it necessary.

$33.15 is an unadjusted GN.

I see approx 4.4B in intangible assets, mostly goodwill on the last Q balance sheet.. If this is deducted from current assets, it would essentially wipe out book value.

Did you decide that an undervaluation in PPE..11.981 gross...5.159 DDA....6.822 net offset the intangible assets?

I'm in a couple of dollars higher. Losses have been mitigated somewhat by option income and the last div but I am concerned that it could be a value trap. Really expected better action as the 4th Q began.

Thanks,
John
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