Sweet 16 Update - March 29
Posted: Sat Mar 29, 2014 3:41 pm
All of the Sweet 16 forecast models have been updated and they now show my 2014 forecast by quarter and my initial forecast for 2015. My Fair Value Estimates have all been updated on the master spreadsheet. It can be found under the Sweet 16 Tab.
> Tab 1 is a summary of the EPS and CFPS forecasts,
> Tab 2 shows my Fair Value Estimate compared to First Call's Price Target for each company as of 3-29-2014
All forecast models are Excel spreadsheets with macros built in. You can change production volumes and commodity prices at the bottom to see how it impacts my valuations.
If you have questions about individual companies, post them here.
First quarter results should be outstanding for all 16 companies. Production and commodity prices were higher in Q1 than in Q4, so it doesn't take rocket science to figure this out. The Sweet 16 are ROCK SOLID.
> Tab 1 is a summary of the EPS and CFPS forecasts,
> Tab 2 shows my Fair Value Estimate compared to First Call's Price Target for each company as of 3-29-2014
All forecast models are Excel spreadsheets with macros built in. You can change production volumes and commodity prices at the bottom to see how it impacts my valuations.
If you have questions about individual companies, post them here.
First quarter results should be outstanding for all 16 companies. Production and commodity prices were higher in Q1 than in Q4, so it doesn't take rocket science to figure this out. The Sweet 16 are ROCK SOLID.