SHW-SHERWIN WILLIAMS-SELLING AT 242.1, near the 52 week low.  P/E is 23.23.  Dividend is 2.68.  EPS is 10.42.  Short interest is 1.45.  Analysts are bored.  Book is 10.49.  P/E is on average about 24.  Growth is expected at 16.74 this year and 18 in 3-5.  Book is actually shrinking.  Return on equity is 123%.  ebt is at 165.  hmm….are they doin buy backs.  With 10 and tax, dividend is at 24.51. Historical r on e is hugh like 60.  We can put book growth at 18, to give us book of 54.9, and thus with 60 on return on equity, perhaps 32.76 in eps and perhaps a price of 655. My buy point is at 175.  They are just tooo dang pricy.

DRI-DARDEN RESTAURANTS INC-They are trading at 60.23 14% up from their 52 week low.  Cap is 7.72.  Short interest is 7.95.  P/E is 21.59.  Dividend is 2.  EPS is 2.79…that’s a lot of dividend.  Analysts are neutral.  Book is 15.52.  Growth this year 13, 3-5 is 15.  Book growth is at 5.  Return on equity is 15.92. Debt to equity is54.46.  Earnings are pretty good but not great. Return on equity is pretty screwy.  Eh, I just don’t buy this company.  Very speculative.

CHMT-CHEMTURA CORPORAION- is up 10.51% on the year at 24.81.  P/E is 2.63.  Cap is 1.67.  Short interest is at 2.64.  Analysts are bullish.  Book is 14.41.  P/E historically is very high, average might be 15.  Book growth is at 45.94.  EPS growth is at 27.08.  EPS growth in 305 is 38.1. Return on equity is a 79.00. Debt to equity is 53%.  They’ve fought for profitability, and they have great earnings.  Insiders own 1.8%.  They make special performance industrial chemicals.  REturn on equity is a pretty safe 14. Book could be stated at 53.42, and thus we could see eps of 42, and thus a share price of 120 easy.  I think this strange little company is a buy at 20.

MCHX-MARCHEX INC-Is selling at 3.49, their low.  They hae a 146m cap. Short interest is at 1.49.  Analysts are neutral.  Book is at 4.39.  They are bombing this year, but in 3-5 things should be at 15%  Book growth is at 2.  Return on equity is negative.  No debt.  Earnings are very spotty.  They are a mobile advert company.  This is a speculative play.  I could buy em at 2.5. They are sellingat 69.59, down 28% on the year.  Short interest is 3.81.  P/E is at 18.12.

BABA-ALIBABA GROUP HOLDING LIMITED-analysts are very bearish.  They have 12.07 I book.  They are supposed to grow at 28.8 this coming year, and 24.7 in 3-5.  Book is growing at 36.23.  Return on equity is at 37.42. Debt is at 31.08.  So, I don’t see why this company is trading so low.  Cap is at 174b.  I think I’ll scoop some up with all these china woes.  Don’t really like the idea that BABA shares are not really Chinese shares, we’re just buying shares in a caymen shell corp.  Let’s say book is 112 in 10 years, and EPS is then 30.24.  And we have a low valuation of 15, we would have a crazy share price of 453…ya.  This seems like a great time to take advantage of china’s woes.  I’ll set price points at 67, 65 and 61.

BIDU-BAIDU INC-They are down 24% on the year.  Selling at 163.92.  Cap is 56.66b.  P/E is at 30.87.  Short interest is at 2.29.  Analysts are bearish.  Book is 25.55.  Earnings growth this year are 28, and in 3-5 16.95.  Return on equity is at 21.46.  Debt to equity is at 52.77.  Return on equity is historically, conservatively at 22.  Book is growing steadily.  I’ll keep their p/e at 25.5, and we’ll call their book growth at 20.  We could be looking at book of 158…and perhaps  EPS of 31, and maybe a price of 632.  I’d buy at 155.

XOM-EXXON MOBIL CORP-selling at 77.58. P/E is at 16.37.  Short interest is at 1.21. Dividend is 2.92.  Cap is 322.  Analysts are very bearish.  Growth is going down.  Book is 41.01.  Book value is growing at 9.8.  REturn on equity is 9.93.  Debt is at 11%.  Let’s say they grow book at 5%, that’ll give us 66.8 in book plus dividend with tax and 10 of 25.68.  EPS in year ten may be 6.68 for share price of 107 plus 25.68.  I’d buy em at 35 40.

DDS-DILLARDS INC-sells at 62.37.  2.29 is cap.  Short interest is at 12.59.  P/E is 8.  Dividend is .28.  EPS would be 7.76.  Analysts are low neutral.  Book is 48.46.  Earnings this year are 5.8, and 4.67 going forward.  Book is shrinking. Return on equity is 15.96.  Debt is at 45.  Dividend is at 2.45 after 10 and tax.  Let’s say they grow their book at 5%.  We have book of 78.94, and thus a EPS of 11.8…maybe  and perhaps a share price of 94.  I could buy em at 22.

HOG-HARLEY DAVIDSON INC-trades at 40.44.  Cap is 7.76.  Short interest is 11.27.   Dividend is at 1.24.  P/E is at 10.78.  Analysts are very bearish.  Book is 13.34.  P/E is usually at about 20.  EPS this year is 12.33.  And in 3-5 10.4.  Book return is at 6.6.  Return on equity is at 27.46.  Debt to equity is at 155%. So we couls see book of 25.28.  and then EPS of 7.33 for a price of say 109.  plus that dividend  with tax and ten at 12.95, for a value of 122.95.  I’d buy at 30.

ORCL-ORACLE CORP-Selling at 34.12, essentially the 52 week low.  They pay .6 in dividends.  Cap is 143.35b.  P/E is 16.33.  Analysts are neutral.  Book is 10.91.  P/E is pretty normal.  EPS next year is 9, and 3-5 7.95.  Book growth is at 9.58.  Return on equity is 19.39. Debt is at 79.15. We could see boo of 28.3 and thus an EPS OF 5.66  for a price of 85 plus 5.14 in divdends after 10 and tax.  I’ll buy at 22.