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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (30218)3/3/2008 1:49:30 PM
From: richardred  Read Replies (1) | Respond to of 71637
FWIW -I followed you in today. Besides your comments. A leader in food packaging. 34% of sales overseas with them owning the biggest packaging company in Brazil. China has so much potential for oversea growth if they can expand their presents. IMO-Although their product lines are diverse. Value added in food packaging will be a necessity. Especially in light of rising food prices witch will need good barrier protection. This to be keep food fresher for longer. The company's stability, timely share price weakness, and untimely technical and fundamentals make it a choice for my IRA. Of coarse most any quality undervalued companies have a percentage of speculative appeal as a target. IMO- In packaging, BMS is most likely to be the acquirer than the acquired. That's where the hope or luck as some would say comes in.

To: Paul Senior who wrote (30218)3/3/2008 2:47:24 PM
From: Grommit  Read Replies (1) | Respond to of 71637
BMS - i agree that it looks like a nice safe company. and the insider buys are a plus. here's the data i have that seems to indicate a lower PE than 16.

from corp presentation:
10 year sales growth 8%
10 year EPS growth 6.6%
10 year cash flow 10%
target sales growth 6% to 8%
target EPS 10%
target CF 10%

from yahoo:
ROE 12%
industry PE 14
EPS growth 2008 / 2007 = 4%
EPS growth 2009 / 2008 = 9%

so their present earnings of 1.73 = PE of 14.4 (at $25 price)
fairly valued, or a bit overvalued, imo.
prob a good bet, but don't expect the moon.
unless they beat their own expectations / targets.

better bets to make out there...

but an old presentation