Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Fundamental Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Sergio H who wrote (3718)	6/29/2014 7:17:26 PM
From: E_K_S	Read Replies (1) \| Respond to of 4719

I generally agree with your statement and found the original review write up you did for DIS here.. At the time of your review (7/23/2012) DIS was selling at $48.58/share. BV as you stated was a bit high at 2x and "...growth rates, margin and debt reviews indicate a good balance sheet....". I could not find a clear concise table of metrics on our Buy date. Maybe it is worth the effort to construct a list of a few measures first, then we can compare with where we are now for each of our picks. Some easy measures that can be gleaned from YAHOO Finance might include: PE BV lt debt/annual net income (Buffet always liked a No. 4x or less) We can probably get the the past 2 year data from ADVN off of the Financial data page. For DIS here are some of the results: Buy date 7/26/2012: $48.48/share Today's price 6/29/2014: $85.30/share +76% (in two years or +38% annualized) Book Value: 7/26/2012 $ 22.10/share ( From ADVN) 6/29/2014 $ 26.41/share (From Yahoo Finance) 7/26/2012 $Price/BV= 2.20X 6/29/2014 $Price/BV= 3.23x PE (trailing): 7/26/2012 ? 6/29/2014 ..... 21.94x (From Yahoo Finance) LT Debt/Net Annual Income 6/29/2014 .. $15.6 Bln/$7.0 Bln = 2.23X (This is from Yahoo Finance) This is excellent! ========================================================= I am not sure we can reconstruct a few basic metrics (7/2012 vs 7/2014) but it would allow easy comparisons. I think our decisions would then be obvious too. I like the low debt to net income. PE's are similar from 2012 vs 2014. DIS should probably be a keeper. EKS