Ten Years of JG Boswell Fundamentals Now Available

With the addition of 2012 data,  have compiled 10 years of JG Boswell as-reported fundamental data (Balance sheet, Cash Flow, Income Statements, Summary Valuation Data and ratios) in an excel spreadsheet. There were some reclassifications done in 2012, and the spreadsheet includes original and reclassified 2011 data.  If you are interested in obtaining this, please contact us at:cheapstocks@verizon.net for pricing.

JG Boswell 2012 Fundamentals

Thanks to the addition of the most recently available year-end data, we've now strung together ten years worth of fundamentals for JG Boswell. Due to the complexity, and growing size of our spreadsheet, we've decided to share some of the data that will put BWEL's current valuation in perspective.

Notable Changes this year; the company is now breaking out and reporting oil and gas lease income, and gains/losses on hedging. 


JG Boswell (BWEL)
10Year Averages Based on Annual Data:
P/E: 25
Price/Sales: 1.56
Price/Book Value: 1.4
Net Profit Margin: 8.22%
EV/EBITDA: 9.57
Dividend Yield: 2.28%
Market Cap: $628 million
Enterprise Value: $769 million

Current Data (2012 Annual)
Price: $865
EPS (Fully Diluted): $58.95
P/E: 14.7
Price/Sales: 1.67
Price/Book: 1.55
Net Profit Margin: 11.37%
EV/EBITDA: 11.43
Indicated Dividend Yield:1.85%
Current Market Cap: $713.1 million
Current Enterprise Value: $918.9million
Cash: $3.2million

*The author has a position in JG Boswell(BWEL). This is neither a recommendation to buy or sell any securities. All information provided believed to be reliable and presented for information purposes only.

8th Annual Value Investing Congress West--Special discount expires at midnight

Our frienda at the Value Investing Congress are offering Cheap Stocks readers a special 50% off discount code to register for the 8^th Annual Spring Value Investing Congress taking place in Las Vegas on May 6 & 7, 2013.  This is the absolute BEST discount they will be offering for the Vegas event and it expires at midnight tonight.

Discount Code: S13CS

Savings: $2,350 (50%)

Discounted Price: $2,345

Discount Expires: Midnight, Wednesday, October 3, 2012

www.ValueInvestingCongress.com/Register

Net/Net Article from thestreet.com

http://www.thestreet.com/story/11709596/1/latest-netnets-experiment-encouraging.html?puc=yahoo&cm_ven=YAHOO

Cheap Stocks 26 Net/Net Index First Year Performance

The CS 26 Net/Net Index ended its first year up 36%, versus 30.8% for the Russel Microcap Index.  Despite strong performance, one year is not an adequate time period, in our view to measure success, or failure, and we'll copntinue tracking the index.

During the first year there were four names that were the subject of buyout or mergers, including Big Band Networks, Adams Golf, Parlux Fragrances, and Trimeris.  Post merger companies Perfumania Holdings (PERF), which acquired Parlux, and Synageva BioPharma (GEVA), which acquired Trimeris, remain constituents of the index.

Biggest Investing Mistakes- Great Investors TV

http://greatinvestors.tv/video/jon-heller-of-kej-financial-on-the-single-biggest-mistake-in.html

Beware of Perennial Net/Nets

http://greatinvestors.tv/video/beware-of-perennial-net-nets-jonathan-heller-of-kej-financia.html

Value Investing Challenge

The Value Investing Congress and Sum Zero have announced the Value Investing Challenge.  Among other things,the winner, who will be selected by a team of well-known value investors, will receive free admission to the upcoming Value Investing Congress in NY (an event I attend regularly), and a speaking slot at the Congress.

The deadline for submission of ideas is August 19th.

This year's NY Value Investing Congress will take place October 1-2 at the Marriot Marquis.

Hope to see you there!

Cabela's (CAB), Avalon Holdings (AWX)

More excerpts from an April interview with the Manual of Ideas.

http://greatinvestors.tv/video/what-makes-cabelas-cab-special-jonathan-heller.html

*The author has a position in AWX. This is neither a recommendation to buy or sell any securities. All information provided believed to be reliable and presented for information purposes only.

Cresud, St. Joes

http://greatinvestors.tv/video/jonathan-heller-president-of-kej-financial-advisors-is-there.html

Another piece of an April interview I did with the Manual of Ideas.  Subsequent to this interview, shares of Cresud (CRESY) which were trading for around $9 at the time, dipped below $7, and I did establish a new position.

*The author has a position in CRESY. This is neither a recommendation to buy or sell any securities. All information provided believed to be reliable and presented for information purposes only.