BGSF-BG STAFFING-

SO, THESE FOLKS PAY A 7% dividend of $1.  Price is 14.  EPS is thus $.75? Short interest is 1.  Book value is 4.65.  Price/Book is at 3.38.  Growth in future is expected to be very high.  Book growth is real high. Return on equiyt is at 18.57.  debt is at 73.95%.  What a weird bunch of numbers.  They are a pretty new IPO.  Why are they paying such a crazy high dividend.  They seem undervalued in a big way but they also seem weird.  They are buyable by my rubrik at 14.

Disney-Selling at 108.  Book is at 27.  We’ll say their book is really worth 70…real goodwill.  EPS growth is at 12.69.  Forward EPS growth is at 10.34.  Book growth negligible ish.  Return on equity is at 21.4.  DIsney looks pretty decent.  They’re gonnna have that ESPN trouble.  I’d buy them at 100.

HBI-Cap is at 8.93.  Dividend yield is at .6 per year. Analysts are pretty neutral.   Book is at 3.14.  Price to book is rather high, but they have the brand! All the growth looks good.   Return on equity is crazy.  This is a good, mature, business that took on a lot of debt to get free!  They make gobs of money though….they should just save it!  I think they are buyable.  I’ll set a marker for 22.

HXL-HEXCEL-Short interest is high.  Dividend is at .44.  P/E is at 19.52.  Analysts are bullish.  Book is at 13.7.  EPS growth is at 10ish.  Book is at 12.34. Return on equity is at 20.  LTD is at 55.  These guys are priced pretty high.  I’d buy them at say 40.  God, their earnings are good.

Cap 71.59b.  Short interest negligible.  P/E is at 10.27. Analysts love it.  Book is at 34.75 per share.  P/B is at 1.86.  Book value growth is at 7%.  Return on equity is at 18%.  Long term debt is at 57%.  I’d buy the stock at 45-50.

Cap is at 277b.  Short interest is negligible  P/E is at 30, trailing twelve.  Dividend is none!  Analysts are very high.  Book is like 194 per share.  Price/book is 4.5.  Revenue growth last 5 is at 20.66.  Forward EPS growth is at 18.37%.  Book growth per share last 5 is at 19.8.  Return on equity is at 15.8.  Long term debt is at 2%?  Ok.  By my count we should buy this company at about 300.  But my figures are undercut by the fact that this is a growth company….ish.  They don’t need all that book value to make money.  They have 50b in cash.  Who has that?  I’m going to start a new position.  I’ll buy like 10 shares if they come down to 700.

SBUX-Cap is 84b.  Short is negligible.  Dividend is at 1per year.  P/E is at 30.  Analysts are neutral.  Book is at 4 or 14.97 price to book.  EPS growth is at like 16percent.  Return on equity is at 55%. Debt is at 54.42.  Earnings are pretty consistent man…earnings have increased at about 8%.  I’d buy starbucks at 45per share.

NKE-Selling at 53.45.  Book value is at 7.44.  Book not really growing.  Expected growth is at 12.  Return on equity is at 31.7.  Dividend yield is at about .8.  I’ll buy at 40.  P/E is at 23.

HBI-BOOK IS AT 3.14-PRICE/BOOK IS AT 7.7.  Cap is at 8.5.  Forward EPS is at 11.74.  Book value growth 17.79.  Return on equity 44.83.  Debt is just outrageous at 310%.  Let’s see though.  Let’s assume earnings are good.  Dividend is at .6.  Short interest is huge by the way.

I suppose I would buy if they came down to 17.

GILEAD SCIENCES INC-GILD-Cap is at 93.  Short interest is small.  Dividend yield is 2.66 with a 1.5 say dividend.  P/E is at 6.56.  Analysts are pretty happy!  Book value is at 12.76.  EPS is supposed to go DOWN.  They have a bunch of cash.  Return on equity is huge and debt is pretty high.  Meh.  Just don’t like it.

These guys compete with Henry Schein…historically much more choppy than Henry. Short interest is at 9.7%…way high. Cap is at 4b. Dividend yield is at 2.35%. P/E is at 18.91. They are not too far from their 52 week low. Book value is at 14.32 or 2.87 p/b. Forward eps growth is at 10%. Book per share growth is neg. Return on equity is at like 14.74…kinda lowish for my purposes. They also have some debt. By my rubric I think they are buyable at like 20-25.

I plan to revisit all equity holdings over the next few weeks, and I will also review multiple other stocks for purchase.

HBI-HANESBRANDS–Selling at 22.08.  I own a bunch through the office.  Performance over the last 52weeks is at -24%.  Short interest is at 8.45%…kinda high. Cap is at 8.32B.  P/E is 16.93.  Dividend yield is at 2%.  So we’re looking at like .44/year in dividends which is a good amount of their earnings: 1.30. Analysts are neutral to mixed negative.  Why?  I suppose this has to do with declining brick and mortar retail.  Book value is 3.14 and Price to book at 7.52…kinda high.  EPS growth expected at 11.74%.  Book grown last 5 is at 17.79.  Return on equity is really, really high.  That’s because they have all this debt…277%…omg.  So…let’s see.  Let’s do this by the book. I’d buy if it dips below 20