Security analysis by the common man for the common man

Eric Thomson
Value/Contrarian Investing
Created 26 Jan 2021
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  • Sanderson Farms Inc. $SAFM
    07 Dec 2021 • 2 min read • 2 0
    1. Is the company undervalued? EV/EBIT: 10.01 Price/Sales: 0.96 Price/Book: 2.51 Sanderson Farms trades at a large discount to the market, while offering investors consistent revenue growth. With that...
  • Penn National Gaming, Inc. $PENN
    30 Nov 2021 • 5 min read • 1 0
    1. Is the company undervalued? EV/EBIT: 16.88 Price/Sales: 1.67 Price/Book: 2.96 $PENN trades at a meaningful discount to the market, while offering solid margins and growth potential. The stock recen...
  • The Container Store Group, Inc. $TCS
    23 Nov 2021 • 3 min read • 2 0
    1. Is the company undervalued? EV/EBIT: 7.57 Price/Sales: 0.6 Price/Book: 1.67 $TCS trades at a massive discount to the market, while performing exceptionally well over the last 12 months. However man...
  • Activision Blizzard, Inc. $ATVI
    16 Nov 2021 • 3 min read • 1 0
    1. Is the company undervalued? EV/EBIT: 14.44 Price/Sales: 5.81 Price/Book: 3.08 $ATVI is an excellent business which trades at a nearly 50% discount to the market. The company sold off after announci...
  • Turning Point Brands, Inc. $TPB
    09 Nov 2021 • 4 min read • 1 0
    1. Is the company undervalued? EV/EBIT: 12.01 Price/Sales: 1.73 Price/Book: 5.48 $TPB is a high-quality business, which trades at a significant discount to the market. Furthermore, the company has a l...
  • Energizer Holdings, Inc. $ENR
    02 Nov 2021 • 3 min read • 1 0
    1. Is the company undervalued? EV/EBIT: 13.9 Price/Sales: 0.85 Price/Book: 7.43 $ENR is a solid business, which offers growth potential at an attractive price. This coupled with a shareholder friendly...
  • The Scotts Miracle-Gro Company $SMG
    26 Oct 2021 • 3 min read • 2 1
    1. Is the company undervalued? EV/EBIT: 13.17 Price/Sales: 1.67 Price/Book: 7.36 Scotts is a high-quality business, which is trading at a meaningful discount to the market. Moreover the company is sha...
  • 3M Company $MMM
    19 Oct 2021 • 3 min read • 1 0
    1. Is the company undervalued? EV/EBIT: 14.74 Price/Sales: 2.99 Price/Cashflow: 12.1 $MMM is an above average business trading at a below average price. Moreover the business is shareholder friendly a...
  • Carter’s Inc. $CRI
    13 Oct 2021 • 3 min read • 2 0
    1. Is the company undervalued? EV/EBIT: 9.48 Price/Sales: 1.21 Price/Book: 3.77 $CRI trades at a borderline wonderful price, however the business is objectively below average. Notwithstanding Carter’s...
  • Lockheed Martin Corporation $LMT
    05 Oct 2021 • 3 min read • 3 0
    *** Disclosure: I’m long the stock, but it’s a fairly insignificant position around 1% of my total portfolio. Notwithstanding what you’re about to read is incredibly biased*** 1. Is the company underv...
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