Personal Track Record
This is not an investment model
- It is a record of a member’s personal broker account as reported to Covestor
- It cannot be mirrored
Feb 19, 2008
johnbougearel - View Profile
Personal Track Record
| Inception date | December 12, 2007 |
| Holding Period | Buy and hold |
Performance and Risk
Performance Summary (as at end of February 08, 2012)
| Inception December 12, 2007 | Member | S&P 500 |
|---|---|---|
| Month to date (%) | 10.53 | 4.41 |
| 3 month (%) | 6.94 | 4.76 |
| 1 year (%) | -0.21 | 2.09 |
| Annualized since inception (%) | -6.47 | 0.68 |
| Since inception (%) | -24.20 | n/a |
| Sharpe (annualized) | -0.16 | 0.01 |
| % of positive months | 52.00 | 60.81 |
Past performance is not indicative of future performance
Commentary - Latest Posts
-
vdsi January 30, 2008
Revenues are rising somewhat parabolically since 2004. Operating margins have grown from 5% in 03 to 28% in the ttm and show no sign of cresting yet.
The are expected to grow sales 32% and E 34% next year. This on top of the 97% E growth they averaged the past 5 yrs. Priced at 18, its 30 p/e is very attractive for such grwoth.
No debt for this small cap is another big plus in this environment that is unkind to levered companies.
-
SNHY January 30, 2008
E has grown sequentionally yoy for the past 6 qtrs, operating margins have expanded from 5% in 03 to almost 20% in the ttm, and still haven't shown signs of peaking. SNHY mgns far exceed competitors PH and SVT.
Revs are growing shaprly since 2002, no sign of cresting.
No debt, and p/s of 2.22. and a p/e of 16 at 21. Considering its E growth the past 5 yrs averaged 71%, and are expected to grow E another 10% next yr, there is room for multiple expansion to 20x or more in 2008.
At 21,......
-
Diode January 30, 2008
Rev growth over the past 5 rys has been impressive - last 6 qtrs have shown meaningful E growth, and E growth the past 5 yrs has averaged 48%. E is expected to growth 20% next yr, and carry a p/e of 16, priced at 23.
Of its competitors, FCS, IRF, VSH, DIOD's operating mgns are clearly superiour at 15% - although squeezed from peak mgns of 18.8% in 2005.
Debt to equity for this $900 m small cap is a bit high, and their levered free cash flow is slightly negative at -14 m
All told,......
-
Patterson January 30, 2008
The big knock on PTEN is declining sales growth in 2007 adn 2008. Peak revenues were seen in 2006 at 2.5 B. But they have been agressive in the stock buyback shrining flow 5% since 2005
Earnings are set to decline 37% in 2007 adn 28% in 2008 possibly signaling loss of mkt share and pressure on margins which is hard to imagine. Gross margins in TTM is 46% and oper mgns are 35%, down slighty from 2006, but very healthy adn very much in line with competitors GW, HP and NBR.
ROE did drop......
- Expertise 10-20 years
- Country United States
- State Indiana
Follow investment models for free
Start FREE Trial - Create Mirroring AccountImportant Information
- Past performance is no guarantee of future results.
- Performance of a Personal Track Record is calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. It is exclusive of any commissions, fees, dividends, earnings distributions, and cash in the portfolio.
- Month to Date returns and Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
- All graph data is as of the end of day for the referenced period, unless otherwise specified.
- Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations and do not include cash, dividends and earnings distributions, or transaction costs. More
- All Personal Track Record information including personal data, profiles, strategies, commentary, and historical results outside of Covestor has been provided by the Member. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor.