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I am a 25 yr old self educated investor in Stocks including fundamental analysis and options. I am a US Navy Veteran who runs his own own consulting firm. I also am also a marketing and Real Estate consultant.
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  • Value and Growth Investing one in the same? 0 comments
    Jul 11, 2010 3:34 PM | about stocks: GMCR, EBIX, DECK

    I can see the angry Value investors with their pitchforks now.

    But Value investors are more disciplined we require an asset to be undervalued.

    The question is the high growth that growth investors love what if you could have both?

    Strong growth and a reasonable price would this not be the approach that would make the

    most sense to increase your chances of making money?  A cheap stock can be a value trap

    and an Expensive stock could be nothing more than speculation but growth at a reasonable

    price will cause you to look at neither.

    Is a company grows faster than what you are paying for it does that not make the company


    Same as a company with no growth and a very low multiple could still be expensive. 

    I recently looked for some stocks that feel offer growth at a reasonable price below I will

    share some with you.


    Green Mountain Coffee Roasters 

    If you  look at strict valuations the company looks expensive at around 27 times forward earnings

    however their growth rates have been in excess of 40% giving you a PEG below 1 which is in my

    opinion the number that makes an investment attractive. Specialty Coffee is still coffee a semi

    addictive product that people will probably never stop consuming.



    EBIX is a company totally under the radar it seems last several quarters cash flows have steadily

    grown and growth is at around 50% Yet this company that handles insurance transactions and builds


    insurance exchanges trades at only ten times forward earnings. Looks like a another winner of the

    cheap stock lottery to me. 






    Deckers is a apparel and footwear company with a solid footprint and a couple strong young brands.

    Their Revenue growth has been in excess of 40% yeat they only trade at a multiple of 16 which in my

    opinion look worth further research. 


    Disclosure Author has Positions in GMCR and EBIX no position in DECK.

    Growth rates for some companies wether discounted to show that even at slower growth the multiple was justified. 

    Disclosure: Author has positions in GMCR,EBIX No positions in DECK
    Stocks: GMCR, EBIX, DECK
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