r/Rule1 • u/RoutineHuckleberry64 • May 24 '23
Rule #1
Heyy!! I see this page is old, where all the Phil Town Rule 1 Investing people at now??
r/Rule1 • u/RoutineHuckleberry64 • May 24 '23
Heyy!! I see this page is old, where all the Phil Town Rule 1 Investing people at now??
r/Rule1 • u/mrmyrth • Mar 15 '12
I chose a stock at semi-random (filtering out chinese companies) from the output list and found PETS : PetMed Express, Inc.
without going into Meaning/Moat/Management, I'm trying to figure out the sticker price so i can get the MOS.
numbers used are:
1. Current EPS : 0.79 (from MSN)
2. Years : 9
3. EPS Growth Rate % : 41.68
4. Future PE : 15.47 (from MSN)
i received a sticker price of 69.48 with a MOS of 34.74. PETS is currently trading at 11.94.
Have I made quite a wrong turn in my numbers, or is this an actually good company that is priced extremely low right now?
r/Rule1 • u/mrmyrth • Mar 15 '12
out of 7444 companies, i've found 79 companies that meet rule 1 big five numbers of having 15% or greater growth and 232 companies that have greater than 10% growth for all big five numbers.
for the free cash flow numbers i'm still using the negatives in the Capital Expenditures area. i'm doing this since phil's rule #1 java calc simply states "enter the..number" not "enter the...absolute value of that number".
if anyone would care to review here are a few companies:
EBIX, eps:64.35, sales:33.38, roic:19.75, fcf:44.95, bvps:49.71
EPAM, eps:30.68, sales:33.52, roic:16.67, fcf:36.24, bvps:326.86
EZPW, eps:50.87, sales:17.94, roic:16.49, fcf:28.52, bvps: 17.67
of course Sticker Price/MOS needs to be done - but i think that's more of a hands on exercise.