Comments on: A basic valuation test – Amazon and Walmart

By: Sacha

Sacha — Mon, 26 Oct 2009 01:59:20 +0000

If you type in http://doubleblind.ca in Google Reader, it will find the RSS feed on its own.

If you wish me to provide valuations on various securities, I will need to be paid for such work as it is very time consuming. I can sell you the research and analysis on individual securities if you are interested, as this is one of the ways I make a living – send me an email if you wish to proceed further. Thank you.

By: Derek

Derek — Sun, 25 Oct 2009 17:52:11 +0000

Sorry disregard above message for GVC as it only has private bank revolving loan debt.

In sedar i looked at page 28 of Loblaws 2008 annual and found lots of notes outstanding but no good site to get today’s yield, prices and maturity date.

I did find preferred shares for L using TMX.

By: Derek

Derek — Sun, 25 Oct 2009 14:09:20 +0000

Speaking of valuation methods could you please give your valuation on the debt of three companies. If you decide to value their debt please state which sites you used to compile data, find the debt values and figure out which debt offering was most attractive (as stated in your Sept 15th post on Holloway Lodging.

L (loblaws), GVC (Glacier media), and AG.un (Arctic Glacier). All are TSX listed.

Thanks,
Derek

By: CMA Candidate (year 2)

CMA Candidate (year 2) — Sat, 24 Oct 2009 00:56:14 +0000

Great work Sacha! I love your simple, down to earth approaches to valuation/analysis. I wish we had more finance coverage at SLP, in addition to costing.

By: Derek

Derek — Fri, 23 Oct 2009 23:18:35 +0000

Nice quick analysis. I really like your bond ideas as i have spent more time ‘playing’ with companies that have tangible book value and some options. I would like to expand my knowledge in this area especially for investing in large companies with higher debt (or any) since they are paid before common holders in bankruptcy liquidations.

Your info is almost as good as Hymas, I’ve read a few of his articles in Canadian money saver, but yours is very easy to understand.

Do you have an Rss feed for google reader? If so where is it located on your page?