DVA-DAVITA HEALTHCARE PARTNERS INC-They are selling at their 52 week low at 66.47.  P/E is at 29.94.  No dividend.  EPS is at 2.22.  Cap is 14.03b.  Analysts are neutral to positive.  Book is at 23.65.  EPS growth is 8 this year.  EPS next 3-5 is at 12.35%.  Book value growth is at 19.35  Return on equity is at 9.54.  Debt to equity is at 181.99.  Historically EPS growth is at like 4.65 compounded.  Historical return on equity is safely averaged at 15.   I’m not so sure about the EPS figure I have above.  So let’s say book value is 80.28, we could see  EPS of 10.45, and thus a price of 229.6 with a reasonable p/e of 22.  If they come down to 57, I’d call them a buy.

PM-PHILIP MORRIS INTERNATIONAL INC-Selling at 86.29.  P/E is at 18.56.  Dividend is at 4.08.  With 10 and tax, we have 35.01 per share.  Analysts are bullish.  Cap is 133.69b.  Book is at negative 8.77.  EPS next 3-5 is t 3.39.  Book growh last 5 years is down.  Return on equity is negative.  Debt to equity is at negative 189.86.  EPS is at 4.649.  So these guys are paying like 87 of earnings to dividends.  So let’s say they reinvest 12% of earnings.  Unfortunately, I can’t evaluate this company.

MO-ALTRIA GROUP INC-sells at 57.2. P/E is 21.42.  Dividend is at 2.24 EPS is at like 2.67.  Analysts are very bullish.  Book is 1.47 per share.  Book value is dissipating.  Return on equity is at like 186.57.  Debt is 467.57.  I don’t get these companies.  They have a big dividend.  They have huge debt.  There is no reason to think they we’ll actually grow.  Forget this garbage.

YUM-YUM BRANDS INC-P/E is 32.1 with a priceof 67.09.  Dividend is like 1.84.  EPS is at like 2.09.  Cap is at like 28.93.  Analysts are neutral.  Book is like 4.23.  Growth is expected at 9.87 forward.  Book growth is at about 8.58.  Return on equity is at about 56.  Debt is about 175.69%. I think EPS is probably mo4e like 3.19.  Which still puts the dividend at about 57% of earnings.  Return on equity is always high.  Average of 40 is fair.  So let’s say book grows at 17.2.  That gives us book of maybe 20.68 plus dividends after tax and n of about 15.64.  So we might see a 8.27 EPS, and thus perhaps a 165 price point plus the 15.64 for a value of 170.64.  That would give us, maybe, a return of 9.8.  I’d buy em at 42.  These guys are overbought.

BBY-BEST BUY COMPANY-Sells at 27.11.  They are at their 52 week low.  P/e trailing is at 11.3.  Dividend is at .92.  Analysts are neutral.  Book is at 13.48.  Cap is at 9.29.  Earnings are expected to grow at 8-9 in the next 3-5.  Book has been shrinking.  Return on equity is at about 17.85.  They have 27% debt to equity.  Earnings are going to dissipate things.  I can’t justify buying them.  There is just no way their gonna be doing better in 10 years.

SRCL-STERICYCLE INC-They are near their 52week low.  Selling at 115.16.  P/E is at 36.91.  Cap is at 9.79.  Analysts are neutral to negative.  EPS are probably more like 4.38.  Book is at 31.98.  Earnings growth moving forward is good.  Book growth is at 17.51.  Ebt is at 51.9.  Return on equity is at 12.65.  Historical average is like 17, conservatively.  So lets say they grow equity at 12.65…That gives us a book of 132.58 and EPS of say 22.53  at current, crazy valuations, that would give us a price of 675.  If we went with a p/e of 20, that would give us a price of 450.6.  That’s an EPS of 14.62 on the low side.  Huge on the upside.  I think this is a buy.  I’ll put a price point down for 111, 110, 109, and 112 for good measure.  They are selling low because of a recent acquisition.