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Valuecruncher

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  • Valuecruncher
    Company of the day - Expedia ($EXPE) http://bit.ly/ez61Mw | Thinking travel - but $EXPE looks expensive vs peers.
    12/23/10
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      • Valuecruncher
        Company of the day - Airgas ($ARG) http://bit.ly/eSExJh | The Air Products ($APD) offer at $70/share rejected - concur $88.43 is our number.
        12/22/10
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          • Valuecruncher
            Company of the day - NIKE ($NKE) http://bit.ly/MY4m | looking cheap against peers - $CROX is an outlier.
            12/21/10
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              • Valuecruncher
                Company of the day - Visa ($V) http://bit.ly/fkSnK5 | Looking cheap vs peers - and maybe just because mine is taking a hammering...
                12/20/10
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                  • Valuecruncher
                    Company of the day - The Home Depot ($HD) http://bit.ly/H6vTP | Looking expensive compared to peers.
                    12/19/10
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                      • Valuecruncher
                        Company of the day - ConocoPhillips ($COP) http://bit.ly/gBExti | Trading broadly in-line with peers.
                        12/16/10
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                          • Valuecruncher
                            Company of the day - McDonald's Corp ($MCD) http://bit.ly/Ggcu | Trading in line with peers - but facing more "Happy Meal" litigation.
                            12/15/10
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                              • Valuecruncher
                                Company of the day - Emergency Medical Services ($EMS) http://bit.ly/hklKKv | Looks v.cheap - and reviewing strategic alternatives. Up 17%.
                                12/14/10
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                                  • Valuecruncher
                                    Company of the day - Dionex ($DNEX) http://bit.ly/i7YXLd | Thermo Fisher Scientific ($TMO) acquires $DNEX for $2.1B. Good deal for $DNEX shs
                                    12/13/10
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                                      • Valuecruncher
                                        Company of the day - Occidental Petroleum ($OXY) http://bit.ly/hG7Q4u | Looking cheap against peers - and adding to US oil properties.
                                        12/13/10
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                                          • Valuecruncher
                                            Company of the day - Airgas ($ARG) http://bit.ly/eSExJh | The Air Products ($APD) offer at $90/share starts to look attractive in our view.
                                            12/13/10
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                                              • Valuecruncher
                                                Company of the day - salesforce.com ($CRM) http://bit.ly/eBW8dK | A large acquisition - but what is a steady-state SaaS business?
                                                12/8/10
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                                                  • Valuecruncher
                                                    Company of the day - Nicor ($GAS) http://bit.ly/g7WWkl | Being acquired by GAS Resources ($AGL). $GAS looked cheap vs peers.
                                                    12/7/10
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                                                      • Valuecruncher
                                                        Company of the day - Borders ($BGPIQ.PK) http://bit.ly/phZF6 | $BGP largest shareholder says they will finance a bid for $BKS. $BGP looks cheap.
                                                        12/6/10
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                                                          • Valuecruncher
                                                            Company of the day - PepsiCo ($PEP) http://bit.ly/6e1Gq | Looking cheap against $KO.
                                                            12/5/10
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                                                              • Valuecruncher
                                                                Company of the day - The Procter & Gamble Company ($PG) http://bit.ly/HJgPm | Looking cheap against the peer group.
                                                                11/29/10
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                                                                  • Valuecruncher
                                                                    Company of the day - CPI International ($CPII) - http://bit.ly/hRfO2Y | Being acquired by Veritas Capital - but still looking cheap.
                                                                    11/28/10
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                                                                      • Valuecruncher
                                                                        Company of the day - Del Monte Foods ($DLM) http://bit.ly/etaCX3 | Being acquired by private equity group led by KKR. Still looks cheap.
                                                                        11/25/10
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                                                                          • Valuecruncher
                                                                            Company of the day - The Coca-Cola Company ($KO) http://bit.ly/SKKoI | Looking expensive against the peer group (especially $PEP).
                                                                            11/24/10
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                                                                              • Valuecruncher
                                                                                Company of the day - J. Crew ($JCG) http://bit.ly/id8rK4 | Up 16% after the company announced it would be purchased by private equity buyers
                                                                                11/23/10
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