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 Strategies & Market Trends : Value Investing

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To: Keith J who wrote (24236)7/5/2006 9:38:08 PM
From: DaveRead Replies (1) of 51568
 
Keith,

While I do have bruwin on ignore, I must say that he has been absolutely correct on HANS.

I view HANS as more of a concept or fad stock

Perhaps that is the same view people had of KO in the 50s or 60s.

Looking at the financials of HANS, it isn't capital intensive and cash flows have grown quite handsomely YoY.

Moreover, on the Income Statement, Revenues have doubled, Gross margins have expanded slightly, but where they've shown the most leverage is on the Op. margin line from 24.5% to 29.0%.

Remember, the definition of "value", it is purchasing an asset at a discount to its intrinsic value. Where some find "value" in the assets, HANS value is in its future growth.

Just b/c it is an all natural drink does not necessarily mean that it cannot be the dominant energy drink!
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