GT-GOODYEAR TIRE AND RUBBER COMPANY-Sells at 28.49.  Up 9.83% on the year.  Dividend is at .28 for about $2.00 with tax and 10.  Cap is 7.66. Short interest is at 5.67.  P/E is a weird 2.8. Analysts are bullish.  Book is 15.41.  EPS growth this coming year is at 21.04, no projection for 3-5 out.  Book has grown at 37.48 over past 5.  REturn on equity is at 72.6.  Debt is at 151.58.  Kinda weird figures, but then we’re looking at tires.  Average p/e is at 13, we’ll say 10 to be safe.  They’ve been growing book very rapidly over the past 3 years, sorta spotty before that.  Historical return on equity is all over the place, but often very high…like in the 300s.  Median is 46.  Let’s go conservative with 25%.  This business is based hugely off of raw material prices…hugely influenced by oil. They have large pension obligations.  i just don’t think their growth figures are sustainable long term.  I think oil is gonna go up in the near term…next 2 years.  And that’s gonna cut their profitability by say 20%.  So we’ll say book grows at 10%.  That gives us a price of 40 and thus EPS of 10, and thus a price of 100…wow.  I see that this cyclical badboy may very well be undervalued…but they could easily face headwinds that will cut into earnings and dice the stock price.  I’ll consider them a buy if they go below 25.

SIG-SIGNET JEWELERS LTD-They own kay, zales, jared, piercing pagoda…they own the malls…and they own jewelry commercials.  Cap is at 9.75b.  P/E is at 23.16.  Dividend is at .88, for a total of say 6.6 after 10 and tax.  There is at 5.23 short interest.  No analyst consensus.  Book is at 35.79.  Average p/e is at 18.53.  EPS growth is at 18.68 this year and a similar figure next 3-5.  Book is at 9.35 growth last 5.  Return on equity is at 14.85.  Debt is at 47.35.  That’s a pretty nice company by the first look.  Let’s say book is at 84.73 in ten, we could see eps of 11.86 and thus a share price of 213.5 with a 18 p/e and including that dividend of 6.6 we could see a decent value of 220. We’ll they are selling at 122.54, so I can tell this isn’t gonna be a buy.  I think these middle of the road jewelers are overbought.  I’d pick em up if they came below 60, in the 55 range.

HD-HOME DEPOT INC-Sells at 122.76, they’re up 15% on the year.  Cap is 155.65.  Short interest is at 1.1%.  Dividend is 2.36, so with 10 and tax we’ll call that 16.  P/E is at 22.99.  Analysts are neutral. Book is a really low 6.01.  Average p/e is more like 20.36.  EPS growth next year v. this year is at 15.73.  Next 3-5 is at 14.39.  Book is shrinking?  at 13.63%?  Return on equity is at 79.55?  ebt is at 186%?  Historical return on equity would be a more reasonable 30…cuz a that debt.  They are really shrinking that book value…does that mean they’re shrinking inventory?  Or building?  Seeking alpha is irate over growth prospects.  There’s a funny article about decrease in fuel leading to consumer spending on things like depot.  I just don’t like the look and feel of this stock.  I’ll put an alert at 100, but I’ll reassess at that point.

LOW-LOWES COMPANIES INC-Sells at 70.50 up 1.37 on the year.  Analysts are very bullish.  Cap is at 64.51b.  Short interest is at .85%.  P/E is at 22.31.  Dividend is at 1.12, and we’ll say with tax and 10 we have a value of $8.  Book is at 9.14.  Book is shrinking here too.  EPS growth is at 17.  EPS next 3-5 is at 17.  Return on equity is at 32.7.  Debt is at 117.  It’s weird with these hardware retailers.  It’s like they decided we won’t use our own money anymore…all debt.  Leaving them seemingly susceptible to a decrease in consumer spending without more access to debt.  I don’t know about these guys.  They’re supposed to earn.  And i don’t see builders ordering stuff online when they could go to the store.  I just think wal mart and costco are better purchases than lowes and home depot.  Great points on seeking alpha about debt and equity.  I’ll set a price watch for 55.  We’ll see.  To be re analyzed at that point.