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Sweet 16 Update
Posted: Sat Apr 13, 2013 3:28 pm
by dan_s
I will be spending the first half of Tuesday's live chat discussing my outlook for several of our Sweet 16 portfolio companies for 2013. Our live chats are a new feature for EPG members only and you must register to get the required PIN number. Just log on and click on the Calendar Tab to register.
After my prepared remarks the listeners can text questions to me.
Re: Sweet 16 Update
Posted: Sat Apr 13, 2013 4:46 pm
by dan_s
Our Sweet 16 Growth Portfolio spreadsheet has been posted under the Sweet 16 Tab: Tab 1 of the spreadsheet is a summary of the EPS and CFPS forecasts, Tab 2 shows our Fair Value Estimate compared to First Call's Price Target for each company as of 4-16-2013 (Excel)
Some notes:
> First Call's price forecast continue to move toward my Fair Value Estimates for all of the stocks.
> As a group, the Sweet 16 closed Friday at just 3.35 X my cash flow per share estimates for 2013. UNT is trading at the lowest multiple of CFPS and RRC is the highest.
Re: Sweet 16 Update
Posted: Sat Apr 13, 2013 4:49 pm
by dan_s
Range Resources (RRC): An updated Net Income & Cash Flow Forecast model has been posted under the Sweet 16 Tab.