Seeking Alpha

Value Mole

 
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  • Value Mole
    MCD trades at 14.7x P/E, 3.3% dividend, real estate value $30bn (30% of market cap), recession resilient. Bought recently at $88.00.
    7/4/12
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      • Value Mole
        BBRY trades at 8.6x 2010E P/E (adjusted for net cash fo $6 per share). With 41% market share of smart phone, is RIMM a deep value play?
        8/9/10
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          • Value Mole
            Is HPQ a Buy now? Go with positions in DELL (for hardware) and IBM (for services) instead.
            8/8/10
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              • Value Mole
                BP is worth $39-45/share. Take industry multiples of 9-10x applied to BP's 2010 EPS of $5.32, less spill cost of $10/share ($32.2bn).
                8/1/10
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                  • Value Mole
                    BBY currently trades at 10.1x 2010E P/E, compared to WMT at 12.8x and AMZN at 45x. Is BBY undervalued?
                    8/1/10
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