Friday, 30 November 2012

Ten Years of JG Boswell Fundamentals Now Available

With the addition of 2012 data,  have compiled 10 years of JG Boswell as-reported fundamental data (Balance sheet, Cash Flow, Income Statements, Summary Valuation Data and ratios) in an excel spreadsheet. There were some reclassifications done in 2012, and the spreadsheet includes original and reclassified 2011 data.  If you are interested in obtaining this, please contact us at:cheapstocks@verizon.net for pricing.

Friday, 26 October 2012

JG Boswell 2012 Fundamentals

Thanks to the addition of the most recently available year-end data, we've now strung together ten years worth of fundamentals for JG Boswell. Due to the complexity, and growing size of our spreadsheet, we've decided to share some of the data that will put BWEL's current valuation in perspective.

Notable Changes this year; the company is now breaking out and reporting oil and gas lease income, and gains/losses on hedging. 


JG Boswell (BWEL)
10Year Averages Based on Annual Data:
P/E: 25
Price/Sales: 1.56
Price/Book Value: 1.4
Net Profit Margin: 8.22%
EV/EBITDA: 9.57
Dividend Yield: 2.28%
Market Cap: $628 million
Enterprise Value: $769 million

Current Data (2012 Annual)
Price: $865
EPS (Fully Diluted): $58.95
P/E: 14.7
Price/Sales: 1.67
Price/Book: 1.55
Net Profit Margin: 11.37%
EV/EBITDA: 11.43
Indicated Dividend Yield:1.85%
Current Market Cap: $713.1 million
Current Enterprise Value: $918.9million
Cash: $3.2million

*The author has a position in JG Boswell(BWEL). This is neither a recommendation to buy or sell any securities. All information provided believed to be reliable and presented for information purposes only.

Wednesday, 3 October 2012

8th Annual Value Investing Congress West--Special discount expires at midnight

Our frienda at the Value Investing Congress are offering Cheap Stocks readers a special 50% off discount code to register for the 8th Annual Spring Value Investing Congress taking place in Las Vegas on May 6 & 7, 2013.  This is the absolute BEST discount they will be offering for the Vegas event and it expires at midnight tonight.



Discount Code: S13CS

Savings: $2,350 (50%)

Discounted Price: $2,345

Discount Expires: Midnight, Wednesday, October 3, 2012


Friday, 14 September 2012

Cheap Stocks 26 Net/Net Index First Year Performance

The CS 26 Net/Net Index ended its first year up 36%, versus 30.8% for the Russel Microcap Index.  Despite strong performance, one year is not an adequate time period, in our view to measure success, or failure, and we'll copntinue tracking the index.

During the first year there were four names that were the subject of buyout or mergers, including Big Band Networks, Adams Golf, Parlux Fragrances, and Trimeris.  Post merger companies Perfumania Holdings (PERF), which acquired Parlux, and Synageva BioPharma (GEVA), which acquired Trimeris, remain constituents of the index.