Additional metrics
were added such as 52 week return less than 10%, recent sequential revenue
growth over the most recent quarter. Other
qualitative measures were applied but for tonight I just want to give you a
list of some ideas.I will present further tomorrow. The list may be
reduced or expanded based on further analysis.
This list are all Mid to large capitalization stocks
Magellan
Health Services Inc. (MGLN)
Price = $50.19
Market Cap = 1.37B EV = 1.14B
EV/EBITDA = 5.94
YOY Qtry Revenue Growth = 15.30%
52 Week change = 8.13%
Cash Per Share = 8.76
Ttl Liabilities 2007 = 526.89M reduced to 504.00M for 06/30/12
Shares Outstanding 2007 = 38,942,000 reduced to current 28,021,000
Historical cheap valuation using P/S or P/B
Joel Greenblatt added shares at the end of 06/30/12
Price = $50.19
Market Cap = 1.37B EV = 1.14B
EV/EBITDA = 5.94
YOY Qtry Revenue Growth = 15.30%
52 Week change = 8.13%
Cash Per Share = 8.76
Ttl Liabilities 2007 = 526.89M reduced to 504.00M for 06/30/12
Shares Outstanding 2007 = 38,942,000 reduced to current 28,021,000
Historical cheap valuation using P/S or P/B
Joel Greenblatt added shares at the end of 06/30/12
CLARCOR
Inc. (CLC)
Price = 49.37
Price = 49.37
Total liabilities
reported 06/02/12 were 274.69M down from the year end 2008 balance of 306.12M.
Current shares
outstanding is 50.12M versus the 2008 year end reported 50.79M.