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Paul Price

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  • Intel Will Beat The S&P 500 In 2015 [View article]
    Use this link to see an alternative viewpoint on INTC.
    Jan 18, 2015. 12:04 PM | Likes Like |Link to Comment
  • Update: Safeway Shareholder Vote-Approval [View article]
    A nice treatment of a complex topic.
    Thank you for publishing it.
    Jan 9, 2015. 01:06 PM | Likes Like |Link to Comment
  • There Is No January Effect [View article]
    The January Effect refers to outperformance in January of mostly small-cap stocks, but also of other shares that had been beaten down badly due to tax-selling during December.

    It did not refer to an overall extra pop in the broad indices.
    Dec 25, 2014. 05:23 PM | 1 Like Like |Link to Comment
  • The Thing About Target's 'High' Earnings Multiple [View article]
    TGT showed FY 2007 EPS of $3.33. TGT earned $4.38 in 2012.
    They now expect $3.20 for FY 2014 (excluding their 44-cent data breach charge).

    Target's shares peaked at $70.80 in 2007 and finished last week at $71.51 for a 1% cumulative move over 7.5 years.

    Wal-Mart far outperformed TGT over the same period in both EPS and shareholder total return.

    Why pay a premium price for what has been extremely crappy management?
    Nov 23, 2014. 02:27 PM | 2 Likes Like |Link to Comment
  • Exxon Mobil: Why You Should Consider This Oil And Gas Champion On The Pullback [View article]
    XOM's 10-year median multiple has been 11.0x, so its 12 P/E, on likely to decline 2015 estimates, is not especially cheap based on its previous trading history.

    Integrated giant Chevron (CVX) offers a similar picture. A moderate current P/E that is still well above its own normalized 8.5x multiple.
    The dividend yields are decent but the stocks have a bit of downside and not much profit potential unless crude prices head upwards again.
    Oct 12, 2014. 09:51 AM | 5 Likes Like |Link to Comment
  • The Bull That Is Buy Low, Sell High [View article]
    I agree with creese. It is hard to take away any actual advice from your article.
    Oct 6, 2014. 09:05 AM | 4 Likes Like |Link to Comment
  • Retired Investors: Learn The Success Secret Of All Great Value Investors: Part 2 [View article]

    Your article is a very nice presentation on value investing.

    I've been using similar valuation techniques with great success for more than 35 years.
    Sep 24, 2014. 08:08 AM | Likes Like |Link to Comment
  • Tim Hortons-Burger King entity sticks to Canada plan [View news story]
    As a 'friend of Barrack'... Buffett will get a free pass on this.
    Aug 26, 2014. 08:33 AM | 1 Like Like |Link to Comment
  • Judge tosses lawsuit claiming BP misled regulators about Gulf platform [View news story]
    Why did it take 5 years to find out there were no supporting facts?
    Aug 25, 2014. 07:27 PM | 8 Likes Like |Link to Comment
  • Express Scripts: M&A Activity Blurs A Profitable Enterprise [View article]
    Using a 2005 starting date for your calculation period seems inappropriate since the complexion of the company changed radically with the 2012 Medco merger.

    The numbers, since the business combination, don't look impressive in ESRX's current iteration.

    Separately: Putting 80% of your invested capital in any one stock is very bad risk management regardless of how well you might like a particluar company.
    Jun 19, 2014. 09:23 AM | Likes Like |Link to Comment
  • Kraft Foods And Other Ideas To Find The Next Hillshire Brands [View article]
    ConAgra (CAG) has a low P/E, a better than 3% dividend and great brand names. They and Kraft (KRFT) look like good bets to monetize their hidden values.
    Jun 10, 2014. 06:57 AM | Likes Like |Link to Comment
  • Oracle Versus SAP: Valuations That Defy Logic [View article]
    It's now been about 18-months since my article was posted touting ORCL over SAP.

    Since then ORCL has risen 35.6% (from $30.92 to $41.93) while SAP has declined by 1.02% (from $77.21 to $76.42).

    Case closed.

    I'm declaring victory.
    May 14, 2014. 09:22 AM | 1 Like Like |Link to Comment
  • How Long Can You Afford To Be Under Water? [View article]
    For an alternative, and well documented, veiwpoint click here and here
    May 12, 2014. 08:24 AM | 1 Like Like |Link to Comment
  • Book Review: The 52-Week Low Formula [View article]
    There has never been a mechanical system that generates stock market riches.

    Thought and judgment has always been required.
    May 11, 2014. 09:18 AM | 1 Like Like |Link to Comment
  • Cramer's Lightning Round - Gilead Is Coming Back To Its Senses (5/1/14) [View article]
    The low price on BBBY will make share buybacks even more effective at raising EPS, which are already at record levels.

    BBBY is a true bargain in a world with few of them now available. It should be a great stock for those with 6 - 12 month horizons.
    May 2, 2014. 08:03 AM | Likes Like |Link to Comment