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Dr. Jacques Saint-Pierre

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  • IBM: How To Get The Company's Growth Options Without Paying For Them
    Editors' Pick • Fri, May. 30 IBM 46 Comments


    • How to get IBM’s growth options for free.
    • IBM maintains the ascending trajectory of its performance spread.
    • IBM enhances its competitive advantage.
    • IBM is roughly undervalued.
  • Deere & Co.: Focus On Future Harvests
    Mon, May. 19 DE 6 Comments


    • Deere & Co. (DE) is undervalued and Caterpillar (CAT) is overvalued.
    • The performance spreads of DE are superior to the ones of CAT.
    • The market value of total capital of DE comes mainly from its current operating value whereas the one of CAT comes from its future growth value and thus, is riskier.
    • The economic value added per share of DE has grown regularly from $0.56 to $2.75 in the last four years.
    • We prefer DE to CAT using our proprietary data and our own valuation methodology based on the integration of the economics of strategy and the principles of modern corporate finance.
  • Applied Materials, Inc: 'The Most Important Company Nobody Knows About'
    Sep. 9, 2013 AMAT 14 Comments
  • Dell Offer: The Price Is Not Right
    Jul. 9, 2013 DELL 11 Comments
  • IBM: The Future Is Bright
    May. 13, 2013 IBM 6 Comments
  • IBM: No Limits To Growth
    Mar. 17, 2013 IBM 14 Comments
  • Schulman Bid For Ferro: The Price Is Right
    Mar. 11, 2013 FOE, SHLM 2 Comments
  • Searching For Alphas
    Mar. 5, 2013 CAG, CPB, GIS 10 Comments
  • The Heinz Buyout: Is It A Good Deal?
    Feb. 25, 2013 HNZ 2 Comments
  • Ball Corporation: A True Sustainable Enterprise
    Jan. 30, 2013 BLL 3 Comments
  • How To Find Leaders In Sustainable Value Creation
    Jan. 23, 2013 PII 1 Comment