EPC-EDGEWELL PERSONAL CARE COMPANY-Edgewell is a maker of shaving, suncare, feminine and infant care products.  Analysts hate this stock.  Cap is 4.61b.  Short interest is at 45.   The stock is not far off of its 52 week low of 67.94 at 77.64.  Book is at 31.57.  EPS growth this coming year is at 10.84.  Revenue hasn’t been growing.  Return on equity is not rated.  Long term debt to equity is at 101%.  Earnings have pretty much sucked.  Dividends have been steady.

FAST-FASTENAL COMPANY-Sells at 46.49. They’re close to their 52 week high.  Short interest is at like 14.5%.  P/E is at 26.12.  Dividend yield is at 2.58%.  Cap is at 13.41.  They company has been downgraded in news over the past month.  Analysts are neutral.  Book is at 6.31.  Average p/e is at like 30.35.  Growth next 3-5 is at 11.28.  Next year is at 8.24.  Book is growing at like 7.03.  Return on equity is at 27.71…really high.  Not a lot of debt at like 17%.  Earnings just came in a little lower than expected.  I assume this accounts for that reported short position.  These guys would really have to drop.  I think to about $25 per share.  They just don’t grow enough.

SEE-SEALED AIR–Sells at 46.61.  P/E is at 28.6.  Short is small at 2.5%.  Cap is at 9.19b.  Dividend is at like .60 which is about 1/3rd of the eps…or so we’ll say.  EPS is at about 1.63.  Analysts are neutral to positive.  Book is at 2.85.  P/E is at 28.6.  Forward EPS is at 9.62. Revenue is down lately.  Return on equity is at 50.69.  They have a ton of debt at like 663.62%.  Ugh…they are not growing.

INTC-INTEL CORPORATION–They are priced at 30.04.  Analysts are very bullish right now.  They are between their 52 week lows and highs.  Cap is at 141.85.  Shares short are at 1.88%.  P/E is at 12.78.  Dividend is at 1.04/year…which is about 44% of the 2.35EPS.  P/E is in line.  Revenue this year is at 9% growth, and next 3-5 is at 10%.  Book value is at 4.33 per share.  Return on equity is at 19.36.  Debt to Equity is at 31.21.  Earnigns are all over the place, but there is a general uptrend.  Let’s say dividends per share are at 15.43….which would be reasonable.  So we’ll say book is at 12.29 in 10.  So we’ll say EPS at that point is at 3…generously.  We may very well see a whopping share price of 36? plus our dividend of 15.  Wow.  Not amazing.

NKE-NIKE INC-Nike is selling at 58.43, and analysts are bullish.  Cap is at 98.44b.  Short is pretty low.  P/E is at 27.05.  Dividend is at about .64/share, which is about a third of the 2.16 EPS.  Right now they are trading nearer to their 52 week high than their low.  Book is at 7.3/share.  EPS growth next year is at 14%.  next 305 is at 14%.  Book value growth is only at 5.43.  Debt is at 12.23% of equity.  They’ve been doing a great job of beating estimates, and their earnings are really steady and uptrending.  Return on equity is at 30%!  So let’s say EPS are 6.219 and thus we have a share price of say…150ish.  We might also have a dividend of 10.72ish.  They are close…they are close.  If they come down to 50, I’ll bet the farm on them.

FRFHF-FAIRFAX FINANCIAL HOLDING LTD-Price is at 504.8.  Cap is at 11.63B.  Dividend is at 10/year.  Short interest is small.  They are between their 52 week highs and lows.  Book per share is at 456.39.  Enterprise value is at 7.7b?  Earnings growth this coming year is at about 13%.  Return on equity is negative?  Debt is at 38.39%.  I don’t know about these guys.  Markel and Brk are better.

SBUX-STARBUCKS CORPORATION-Trades at 56.31.  Cap is at 82.49B.  P/E is at 33.32..WOW.  Dividend yield is at .8/year, which is about half of their EPS.  Book is at about 3.48.  Growth is expected at 18.88/share.  This year is at about 16%.  Book growth is at about 10%. Return on equity is at about 44.69%.  Debt to equity is at about 40%.   They had a recent earnings performance that was par.  Starbucks is beset by china growth concerns, and concerns over whether they can actually grow?  I do think they are overbought.  So if they kept on growing at this stupid pace, I guess they could be buyable.  Let’s call their dividend at 12 after 10 years.  I believe they’ll be an ok investment, but they will take a good long time before they are REALLy good.

MKL-MARKEL CORP-Selling at 937 per share now.  Cap is at 13.09B.  P/E is at 22.45.  They are right at their 52 week high.  I think the issue with these guys is that they have to much exposure to casualty claims.  And things can’t be as good moving forward.  Analysts are negative to bearish.  Book is at 561.23 per share.  EPS growth next year is at 4.28.  Next 3-5 is at 10.  Book growth is at 19.82.  Return on equity is at 7.49.  Debt is at about 28%.  They are selling high because they kicked ass with their most recent earnings.  People are really hailing this company as the next berkshire…but goddamn, they are expensive.  They need to come down bro!!  I’ll buy at 850.