[bovverd]

Originally Posted by show me the money

bovverd--did you do your own math or use the stock2own math? When I figured it manually with my own math, I got very different results:

ROIC 13.2% and 19.2% BVPS=31.55%, EPS=40.76%, Sales=22.68%, Cash Flow=50.54%, Historical PE=13.8, Earnings Est=13.8

Sticker Price= 43.69
MOS=21.85
Current=59.30

I think stock2own math uses a future EPS of 31.25% (I'm not sure how it reaches that figure) but I think that number is too high. The analyst earnings est. is 13.8. Phil's book says to use the lesser of the 2. Also, I don't know where stock2own gets the future PE of 14.4 info? The historical PE is 13.8 which brings the MOS down even more to 19.22. Where do you find the future PE?

I used Stock2own and was under the impression their calculations were on the conservatice side. I'll have a look at it.