MHK-MOHAWK INDUSTRIES INC-Selling at 163.38, not far off the 52 week low of 153. No dividend. 2% short interest. 12b cap. P/E is at 21.33. PEG is 1.43. EPS is 7.6596. Analysts are neutral to negative. Book is at 64.25. Earnings growth is high, 17.11 in the next year. 14.9 in the next 3-5. These guys are viewed as beneficiaries of the uptrend in houses being sold. Can this trend continue? Return on equity is at 12.68. Debt is at 28%. Earnings grow well, but they had a tough time after the recession. EPS In 2006 was 6.57. Book growth is at 6.66. I would feel comfortable compounding at a figure of about 6.66. We’ll say book is at 122.43, and thus 14.69 in EPS and thus a speculative 293.83 in price. I don’t believe in this stock. I could see buying at 75…I don’t like this company.
UA-UNDER ARMOUR INC-Selling at 84.07 after shooting up 22.59% today. Book is at 7.11. P/E is now at 70. EPS growth is at 20+. Book is at 27.55% growth. Return on equity is at 15.1. Debt is at 37.36. This is a hard stock to analyze. We’ll go with 17% growth. Let’s say they have book of 34, and then a p/e of 20, we could see a price of like 680. Wow, I get why this is shooting right up. They’re getting all the big names in sports right now. Lebron doesn’t have too much longer. Kobe is retiring. These guys are riding Steph Curry’s wave. Can they maintain their earnings? Did steph curry make a deal with the devil? I’ll watch, we’ll set a price point for 60 and we’ll watch.