7/12/2009

Month to date July 2009

Non Financial stocks with direct positive insider activity for July month to date

165 points of fundamental data to help with the investment decision

Link

NUTR (Nutraceutical International)

High ROIC and Earnings yield combination

Price $10.23

52 week return -13.93%, off 52 week high 23.06% off 52 week low 84%:

Industry = Drug related, YOY quarterly revenue growth = 5.6%,

Stocks buy backs over the past 12 months / EV = .01889% or $1,816,000 expended on share buybacks.

FCF/EV = 5.77%, EBITDA per share = 2.63, EV per share = 13.51, CFFO/EV = 15.47%,

EBITDA/EV = 19.47%, SGA/Rev = 39.80%, average ROA over the past 4 years = 9.09%

I have a position in NUTR

MEI (Methode Electronics)

Price = $6.29
EV per share =6.38 or $241,029,000
EV/Price = 1.028
Sales per share = 13.08
EV/Sales = .4876
ROA average 2 years = 3.96
NTA per share = 6.30
Rev/EV = 2.05
SGA/Rev = 12.47%

Average 3 years shares outstanding / TTM = .97

Current dividend yield = 4.50%

Share buy backs/EV = 2.59% or $6,246,000

Other stocks with positive activity

ISCA (International Speedway)

MMLP (Martin Midstream Partners)

CFWH.OB (The Center for Wound Healing)

TYL (Tyler Technologies)

ABM (ABM Industries)

CPK (Chesapeake Utilities Corporation)
CFI (Culp, Inc. engages)

SD (SandRidge Energy)

SHE (Spartech Corporation)

HBE (Henry Bros. Electron)

VHI (Valhi, Inc. operates)