Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2007 Annual Report
2008 Q1 Earnings Release
2008 Q1 Conference Call
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Insider Activity by Form4Oracle
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
Saturday, August 11, 2007
7/31 - Alliant Techsystems Inc. (ATK)
7/30 - MDC Holdings (MDC)
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q2 Earnings Release
2007 Q2 Conference Call
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Insider Activity by Form4Oracle
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
7/27 - Adobe (ADBE)
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q2 Earnings Release
Analyst Conference Call
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Insider Activity by Form4Oracle
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
Sunday, July 29, 2007
7/26 - Sycamore Networks (SCMR)
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2007 Q3 Earnings Release
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Insider Activity by Form4Oracle
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
Saturday, July 28, 2007
7/25 - Dell Computers (DELL)
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
2007 Q3 Conference Call
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Insider Activity by Form4Oracle
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Friday, July 27, 2007
7/23 - Star Maritime (SEA)
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Insider Activity by Form4Oracle
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
Wednesday, July 25, 2007
7/23 - SanDisk (SNDK)
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q2 Earnings Release
2007 Q2 Conference Call
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Insider Activity by Form4Oracle
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Tuesday, July 24, 2007
7/20 - Total S.A. (TOT)
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
ROWer Example – Woodword Governer (WGOV)
Some folks have emailed me asking where can they find the info to determine the ROW piece of the business…It is actually pretty easy…Let’s take Woodword Governer as an example:
Step 1: Go to the SEC website to get the latest 10-K (annual report) for the company. Here is the link….
Step 2. Look for the “Segment Information” section in the report, Note 19 or starting on page 52 for WGOV.
Step 3. Find the Net Sales data by geographical region by year and calculate the % to total for each geography listed. Here is what it should look like…
Confirming the message in the show, WGOV is a great ROWer play with over 40% of the sales coming from regions outside the US. WGOV also highlights that the ROW section of the business is growing at a faster clip than the US segment, continuing to support Jim’s arguments.
Saturday, July 21, 2007
7/19 - BASF (BF)
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
7/18 - Siemens AG (SI)
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q2 Earnings Release
2007 Q2 Conference Call
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
7/17 - ABB Ltd. (ABB)
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
7/16 - Philips Electronics N.V. (PHG)
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
Tuesday, July 17, 2007
7/16 - Woodword Gov. (WGOV)
Company Overview Links
Yahoo Company Overview
Yahoo Summary
Company Website
Company Financials
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
2006 Q4 Conference Call
StockCharts
Yahoo Charts
StockCharts
Company News and Opinions
Yahoo News
Seeking Alpha Blogs
Insider and Owners
Insider Activity by CNBC
Insider Activity by Form4Oracle
Fund Owners
Other Info
Analyst Estimates
SEC Filings
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
StockCharts.com
Form4Oracle.com
Sunday, July 15, 2007
7/13 - Terex (TEX)
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
2006 Q4 Conference Call
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
Friday, July 13, 2007
7/12 - Apache Corp (APA)
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
2007 Q1 Conference Call
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
7/11 - Air Products (APD)
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
Thursday, July 12, 2007
7/10 - ConocoPhillips (COP)
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
2007 Q1 Conference Call
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
The perfect example of ARG
To illustrate ARG, I would like to introduce you to Nutrisystems Inc. (NTRI)
NutriSystem, Inc. provides weight management and fitness products and services in the United States. Its weight management program consists of a pre-packaged food program and counseling.
During Q3 2004, NTRI reported a 57% increase vs. PY. In the next quarter, the company followed up with an 88% increase vs. PY starting the acceleration phase lasting for 6 quarters. If you were to purchase the stock when the firm published results on March 30th, 2005 at a price of $10.10 per share, you would be sitting on a stock valued at $71.25 or a 605% increase. To put this into context, an initial $10,000 would have been worth $70,544 today.
Exhibit 2.
Please keep in mind, companies have 90 days to file annual results and 45 days to file quarterly results.
One last note….. Please keep in mind if there is any seasonality to the company’s revenue:
- If seasonality exists calculate revenue growth vs. prior year.
- If no seasonality exists, calculate vs. prior quarter.
In terms of NTRI, weight loss and dieting are centered on New Years resolutions of individuals. If you were to chart the revenue growth rate vs. prior quarter (refer Exhibit 3.) you might have missed this mad money opportunity.
Monday, July 9, 2007
7/9 - Catepillar Inc. (CAT)
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
2007 Q1 Conference Call
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
7/9 - Boeing Co. (BA)
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Earnings Release
2007 Address to Shareholders Speech
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
Sunday, July 8, 2007
7/6 - Harvest Natural Resources Inc. (HNR)
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Webcast
June 2007 Investor Presentation
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
Saturday, June 30, 2007
6/20 - Vector Group (VGR)
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
SEC Annual Reports
SEC Quarterly Reports
Analyst Estimates
All SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
PEG - What is it and how to calculate it....
Occasionally on the show, you will hear about the "PEG Ratio". The PEG stands for Price to Earnings to Growth Rate Ratio....
Let's walk through the below as an example:
Current Price per Share = $20.00
Current Earnings per share on a twelve month basis = $1.20
So, the PE ratio is equal to 16 or $20 divided by $1.20
Next, you want to find the expected next year earnings growth rate. You can find this in the Yahoo Finance website under the analyst estimates section....Here is a link to the analyst estimates page for Given Imaging Analysts Estimates.
For this example, let's assume that the earnings growth rate is expected to be 10%.
Therefore, the PEG ratio is equal to 1.6x or 16(P/E ratio) divided by 10 (earnings growth rate)....
So how to use it.....PEG is a widely used indicator of a stock's potential value. It is favored by many over the price/earnings ratio because it also accounts for growth. Similar to the P/E ratio, a lower PEG means that the stock is more undervalued. A rule of thumb for the show is for a stock to have a PEG lower than 2.
Feel free to email me questions or any other topics you would like me to write about....Enjoy and happy investing
Thursday, June 28, 2007
6/22 - Omniture, Inc (OMTR)
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2005 Annual Report
2007 Q1 Report
2007 Q1 Supplemental Report
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
Tuesday, June 26, 2007
6/22 - Given Imaging Ltd (GIVN)
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2005 Annual Report
2006 Q3 Report
2006 Q2 Report
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online
Saturday, June 23, 2007
6/20 - Brookfield Asset Management Inc. (BAM)
Yahoo Company Overview
Yahoo Summary
Company Website
Annual Income Statement
Annual Balance Sheet
Annual Cash Flow
Quarterly Info
2006 Annual Report
2007 Q1 Report
2007 Q1 Supplemental Info
2007 Q1 Conference Call Transcript
Analyst Estimates
SEC Filings
Insider Activity
Fund Owners
Seeking Alpha Blogs
Feel free to email me if you would like any additional info added.
Sources:
Yahoo Finance
Morningstar
Company Wesite
CNBC.com
Seeking Alpha
SEC Online