http://www.zero2rich.com/portfolio-as-of-71905.html Investing to One Million Dollars or Bust! Mon, 13 Oct 2008 15:40:43 +0000 http://wordpress.org/?v=2.5.1 http://www.zero2rich.com/portfolio-as-of-71905.html#comment-163 Rob Wed, 20 Jul 2005 12:37:13 +0000 http://www.zero2rich.com/?p=124#comment-163 Yeah, I know I am pretty heavy in retail. I keep looking for stuff in other sectors that meets the requirements I have laid down for myself. Build-A-Bear was very speculative. I have learned a little more about it, and am rethinking that purchase some. When I bought it, I had people telling me how their kids loved going there. The place was crowded when I went by it in the mall, etc. It had a 20% expected growth rate, zero debt. I have since learned that kids like to go there the first few times, but then apparently get bored, and want to do something else. Also, now that we are into summer, the place isn't as crowded as it used to be. So I am not sure about it. I didn't buy that much, but I will hold off on buying more. Thanks for the suggestion of Del Monte (FDP). I always am looking for new opportunitys, especially outside of retail. At 9% Del Monte has a lower 5yr growth estimate than I usually look for (minimum of 15%). The PEG (P/E divided by growth) is 1.24, which means the price might be a touch high for the earnings and expected growth. I love the low P/E of 10.4. The debt ratio is a little higher than I would like: $381 million with a market cap $1.56 billion. The ROE is okay. Their recent growth has been good. They are a company who's products I see in the store, and sometimes buy, but I tend to buy store brand stuff more often due to better price. I will have to keep looking. Thanks! Yeah, I know I am pretty heavy in retail. I keep looking for stuff in other sectors that meets the requirements I have laid down for myself.
Build-A-Bear was very speculative. I have learned a little more about it, and am rethinking that purchase some. When I bought it, I had people telling me how their kids loved going there. The place was crowded when I went by it in the mall, etc. It had a 20% expected growth rate, zero debt. I have since learned that kids like to go there the first few times, but then apparently get bored, and want to do something else. Also, now that we are into summer, the place isn’t as crowded as it used to be. So I am not sure about it. I didn’t buy that much, but I will hold off on buying more.
Thanks for the suggestion of Del Monte (FDP). I always am looking for new opportunitys, especially outside of retail. At 9% Del Monte has a lower 5yr growth estimate than I usually look for (minimum of 15%). The PEG (P/E divided by growth) is 1.24, which means the price might be a touch high for the earnings and expected growth. I love the low P/E of 10.4. The debt ratio is a little higher than I would like: $381 million with a market cap $1.56 billion. The ROE is okay. Their recent growth has been good. They are a company who’s products I see in the store, and sometimes buy, but I tend to buy store brand stuff more often due to better price. I will have to keep looking. Thanks!

]]> http://www.zero2rich.com/portfolio-as-of-71905.html#comment-162 R Keen Wed, 20 Jul 2005 07:15:52 +0000 http://www.zero2rich.com/?p=124#comment-162 Rob, you have a fairly diversified portfolio, but maybe a little heavy on the retail. I would sell Build A Bear and buy Del Monte Foods (FDP). Rob, you have a fairly diversified portfolio, but maybe a little heavy on the retail. I would sell Build A Bear and buy Del Monte Foods (FDP).

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