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

To: robert b furman who wrote (4575)	5/20/2021 11:16:28 AM
From: bruwin	Read Replies (1) \| Respond to of 4719

Well, you've certainly done your homework with regard to the "innards" of those 4 stocks ! My Target Ratio analysis is based on the latest TTM financial numbers so it doesn't take past history into account. Needless to say, one also needs to dig deeper and to also look at historical Revenues and Expenses etc. to get an idea where the company is "coming from" and how important components are now trending. More often than not, if all, or the vast majority, of those Target Ratios are being met or exceeded, then there's a good chance that the company is performing well as a business. I'd say that AMAT is a fairly good example in that regard ......

To: robert b furman who wrote (4575)	5/20/2021 12:36:36 PM
From: E_K_S	Respond to of 4719

Re AMNF Saw some large Buys last few days. Their restaurant and convention business revenues s/d start to come on (post COVID) and that was a large % of their business. Equipment upgrade (CapX) last year is paying off. Now more efficient and increased capacity. Revenues growing and margins expanding (w/ the new equipment). Wonder when they open up facility two, maybe on East Coast. Still hold my oversize position at $0.68/share from 2010. Dividend solid and continues to grow (stockholder friendly management). Some other Value points (from Barchart.com): ROE: 9.87% ROA: 7.59% Net Margins %: 10.21 Profit Margin %: 6.35% Financials are typically delayed by several quarters Market Cap still Tiny at $103.5 Million 32K shares outstanding EPS $0.06 2.87% div yield Would love to see this get to a $500 million market cap in next 2-3 years