Here are some comments in Barron’s this week:<\/p>\n
Kopin Tan wrote about the high valuations of grocery stores that sell natural, organic products. FWM, a 12-store chain in the NY area, is not profitable and sell for 112 times projected 2015 earnings. They had a 21% increase in annual revenue but SSS were up 1.4% and the average basket size was up 0.5%. SFM went up 123% on their first day of trading. By comparison, WFM trades at 27x 2015 projected profits.<\/p>\n
Andrew Bary writes that “Barron’s estimates that Post’s net asset value is about $700 per share.” He is referring to the Washington Post (WPO), after the sale of the namesake newspaper. WPO is priced at $585.<\/p>\n
Outerwall (OUTR) sells for 10x 2014 estimated earnings at a price of $60.85. OUTR has a FCF yield of 17%. Stock deserves a 12 multiple (David Englander wrote the article).<\/p>\n
An MLP article mentioned ACMP, EMES, EPD, MMP and SXL has picks.<\/p>\n
<\/p>\n","protected":false},"excerpt":{"rendered":"
Here are some comments in Barron’s this week: Kopin Tan wrote about the high valuations of grocery stores that sell natural, organic products. FWM, a 12-store chain in the NY area, is not profitable and sell for 112 times projected … Continue reading