KMX-CARMAX GROUP-These guys are really trading near their 52 week lows at 45.85 today.  They pay no dividend.  P/E is at 15.36.  Cap is 8.97b.  There is a 12.49 short interest.  Analysts are low neutral. Growth is actually pretty awesome aside from a bad year in 2008.  Book is 14.74.  Enterprise value is a whopping 19.22.  Average p/e is 20.  EPS long term is 14.75%.  EPS this year is 11.92.  Book growth past 5 is 10.3.  Return on equity is at 19.93.  Debt is really high unfortunately at 301%.

OK might have to check out their stores.

Using a 10% growth figure, we could see book at 38.23 in 10.  And with a median return on equity of 16.3, we could see EPS of 6.23 and with a 20 p/e multiple, we could see a price of 124.  That would be a pretty conservative rate of 10.46…plus they have all that debt.  I’d look if they came down to 40, and I’d buy if they came down to 35.  We’ll see.

JNJ-JOHNSON AND JOHNSON-Selling for 96.75.  They are down 5.85% on the year.They pay a $3 dividend.  P/E is at 18.34.  Cap is at 267.7.  Short interest is at 1.  Analysts are very bullish.  Book is 25.86.  Average P/E is 18.18. EPS growth past 5 is at 5.31.  EPS this year is 3.56.  Next 3-5 is at 5.35.  Book growth is at 6.64.  Return on equity is at 21.  Debt to equity is at 20%.  With 10 and tax, their dividend comes to 26.26.  Let’s say they grow book at 6.64, book could come to 49.18, and thus we could easily see EPS of 10.327 for a price of 187.75 plus a dividend of 26.26.  That’s only a 8.26 return.  They would need to come down to the 55 range or lower.

HBI-HANESBRANDS INC-Trading at 29.25, up 5% on the year.  Short interest is at 3.29.  Cap is at 11.46b.  P/E is at 29.47.  Dividend is at .4 for the year, we’ll just call that $3 after 10 and tax.  Analysts are neutral.  Their earnings are VERY spotty.  Book is at 3.19, book growth last five years is at 32.88?  EPS this year is at 13.10%, and at 13 in the next 3-5. Return on equity is at 29.07.  Debt to equity is at 148.  Return on equity is always really high 29 is usable.  They’ve really been growing that book value after running into hard times in 2008.  Let’s call their book growth at 25%.  These are powerful multiples here.  Their weakness is their debt…there is just so much.  We could see a whopping 29.71 in book, and we could see EPS of 8.61, let’s take that down to 7.61 for debt, and with a reasonable 2o p/e we could see a price of 152 plus 3 in dividends.  That’s a great return.  This stock is a buy, even with that debt. Let’s keep an eye on them with a price of 28.