DST-DST SYSTEMS INC-Price is at 106.38.  Trading above their 93.06 52 week low.  Cap is at 3.68b.  Short interest is at .99%.  P/E is at 7.33.  PEG ratio is at .67.  Dividend is at 1.2.  Analysts are bullish.  Book is at 30.43.  Enterprise value is at 4.29.  EPS this year is at 12.05.  EPS in 3-5 is at 11.  Book growth is at 14.28.  Return on equity is at 46.5.  Debt 35.79.  Compounded growth rate is at 7.72.  These guys are a software development firm that specializes in information processing and management.  These guys provide backdoor streamlining of asset management, brokerage, healthcare, insurance, retirement, etc.  Seems kinda commodityish.  Let’s get crazy and say book continues to grow at 14%.  With a return on equity of of 26, which is lower than they have ever posted with one exception, we’d see book of 115.61 and thus EPS of 30, and thus a share price of aprox 240 using a p/e of 8.  We might also see dividends of 9ish after tax.  These guys are good stock with a commodity type business.  I wouldn’t be safe unless I saw a price of like 70 or 65.

PAG-PENSKE AUTOMOTIVE GROUP INC-Sells at 33.41.  Return on equity is at 19.64.  Typically it’s ok more than 15 11-14.  I could call it a 14.  Just bought a 49% stake in a Japanese luxury dealership.  Cap is at 3.01b.  Book value is at 19.72.  EPS  growth this year is at 9.97.  10.75 in next 3-5.  Book growth is at 11.89.  Debt is a reasonable 69.99.  Their earnings figures are awesome except for a bad period after the recession.  Earnings compound at 11.53.  Dividend is at 1.  So we could see 7.25 after 10 and tax.  We could also see abook value of say 61.25 and thus an eps of 8.575 and thus a price of 77 based on a p/e of 9, but a price of 116.88 if we use a 13.63 as p/e plus the 7.25 dividend.  On the low end, we’re looking at 85 and on the high end we’re looking at 123.  So, if they came down to 30, I’d think about pulling the trigger.  If they came down to 25, I’d buy.

MLHR-HERMAN MILLER INC-These guys manufacture office furniture, equipment and home furniture.  Analysts are very bullish.  Trading near the 52 week low.  Cap is at 1.52b.  Short interest is at 2.45.  Dividend is at .58, so 4 with 10 and tax.  P/E is at 13.56.  Bok is at 7.92.  Average p/e is at 22.7.  EPS growth this year is at 10.19.  No projection for 3-5 out.  Return on equity is at 25.35.  Debt is at 64.15.  Their earnings were crushed during the recession.  Pretty spotty earnings overall.  I don’t know.  I’m sensing this is an upscalish office furniture store.  My investment requirements won’t be met by this company.