| Table 2. Companies Passing the Buffettology Screens | |||||||||||
| Company (Exchange: Ticker) | EPS Cont Grth |
Est EPS Grth (%) |
Return on Equity |
Earn Yld (E/P) (%) |
Price- Earnings Ratio |
Buffett Price Grth Proj Rate of Ret |
Description | ||||
| 3 Yrs (%) |
7 Yrs (%) |
12 Mos (%) |
Avg 7 Yrs (%) |
12 Mos (%) |
Avg 7 Yrs (%) |
EPS Grth (%) |
Sust Grth (%) |
||||
| Top-10 Forecasted Rates of Return (EPS Growth Model) | |||||||||||
| Vimpel-Communications (N: VIP) | 50.8 | 44.4 | 21.2 | 34.3 | 23.3 | 7.3 | 13.7 | 16.2 | 98.2 | 23.2 | telecomm operator |
| Frontier Oil Corp. (N: FTO) | 93 | 45.4 | 1 | 27.4 | 44.9 | 13.7 | 7.3 | 83.8 | 85.8 | na | energy co |
| NutriSystem Inc. (M: NTRI) | 366.7 | 51.2 | 17.5 | 50.7 | 44 | 11.4 | 8.8 | 52.4 | 81.4 | 71.3 | weight mgmt servs |
| National-Oilwell Varco (N: NOV) | 77.9 | 73.4 | 23 | 19.5 | 12.3 | 6 | 16.7 | 21.6 | 78 | 13.5 | oil & gas co |
| GulfMark Offshore (N: GLF) | 223.7 | 37.3 | na | 17.4 | 13.3 | 11.3 | 8.8 | 101.3 | 75.7 | na | offshore marine servs |
| Hansen Natural Corp. (M: HANS) | 89.8 | 64.6 | 18.7 | 50.8 | 36.6 | 6.9 | 14.5 | 19.5 | 71 | 42.1 | alternative bevs |
| Helmerich & Payne, Inc. (N: HP) | 377.3 | 42.2 | 10 | 22.8 | 12.6 | 8 | 12.4 | 76.6 | 70.9 | 17.4 | oil & gas co |
| Ceradyne, Inc. (M: CRDN) | 66.8 | 52.2 | 5.3 | 22.9 | 21.7 | 9.8 | 10.2 | 19.3 | 62.5 | 30.5 | advanced ceramics |
| ENSCO International Inc. (N: ESV) | 121.7 | 42 | 15.7 | 27.5 | 13.7 | 11.6 | 8.6 | 30.6 | 61.3 | 20.1 | contract oil drilling |
| NVIDIA Corp. (M: NVDA) | 100.5 | 28.5 | 15.1 | 33.4 | 19.4 | 12.6 | 7.9 | 40.7 | 52.7 | 35.5 | graphics technology |
| Median for All Buffettology | |||||||||||
| EPS Growth Cos. | 55 | 28.1 | 15.6 | 22.7 | 17 | 7 | 14.3 | 19.9 | 34 | 19 | |
| Top-10 Forecasted Rates of Return (Sustainable Growth Model) | |||||||||||
| NutriSystem Inc. (M: NTRI) | 366.7 | 51.2 | 17.5 | 50.7 | 44 | 11.4 | 8.8 | 52.4 | 81.4 | 71.3 | weight mgmt servs |
| Western Digital Corp. (N: WDC) | 61 | 46.7 | 14 | 41.5 | 56.4 | 13.2 | 7.6 | 10.2 | 51.4 | 70.7 | hard drives |
| PetMed Express, Inc. (M: PETS) | 33.4 | 25.7 | 17.5 | 29.8 | 51.9 | 5.6 | 17.8 | 21.5 | 28.2 | 65.1 | pet pharmacy |
| Hansen Natural Corp. (M: HANS) | 89.8 | 64.6 | 18.7 | 50.8 | 36.6 | 6.9 | 14.5 | 19.5 | 71 | 42.1 | alternative bevs |
| Infosys Technologies Ltd. (M: INFY) | 37.6 | 34.9 | 21.5 | 33.1 | 37.2 | 5.1 | 19.8 | 38.3 | 44.8 | 37.9 | business solutions |
| NVIDIA Corp. (M: NVDA) | 100.5 | 28.5 | 15.1 | 33.4 | 19.4 | 12.6 | 7.9 | 40.7 | 52.7 | 35.5 | graphics technology |
| Garmin Ltd. (M: GRMN) | 60.8 | 33.2 | 12.8 | 39.7 | 31 | 11.1 | 9 | 21 | 45.6 | 34.7 | GPS devices |
| Dr. Reddy's Laboratories Ltd. (N: RDY) | 180.2 | 24.8 | 15 | 16.1 | 18.3 | 4 | 25 | 76.7 | 39.7 | 33.4 | global pharm co |
| PT Telekomunikasi Indonesia (N: TLK) | 23.3 | 22.2 | na | 58.6 | 43.4 | 8.2 | 12.2 | 10.9 | 9.5 | 31.4 | telecomm provider |
| Ceradyne, Inc. (M: CRDN) | 66.8 | 52.2 | 5.3 | 22.9 | 21.7 | 9.8 | 10.2 | 19.3 | 62.5 | 30.5 | advanced ceramics |
| Median for All Buffettology | |||||||||||
| Sustainable Growth Cos. | 46.8 | 28.1 | 15.5 | 23.1 | 19.8 | 7.6 | 13.2 | 19.5 | 38.3 | 22.8 | |
| Exchange Key: M= NASDAQ National or NASDAQ Small Cap Market, N= New York Stock Exchange, A= American Stock Exchange Source: AAII's Stock Investor Pro/Reuters Research, Inc. Data as of August 8, 2008. See the AAII Stock Screens area of AAII.com for more details on this approach. |
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