McBuffett Madness
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average rating: 3.18 / 11 ratings
Created by James J. McBuffett
DESCRIPTION:

Date updated:08-01-2007

What I look for: Low PEG, 15%+ Return on Assets, Debt to Equity ratio less than 1. Past growth, and predicted long-term growth greater than 12% annually. 5 years consecutive improving earnings. Limited cyclical exposure.

Purchase price determined by considering conservative growth rate in relation to historic average and 25th percentile PE ratios for the stock. It is complicated, and highly quantitative, which eliminates emotion.

Now, there is VERY LITTLE out there that is a bargain. Most of my positions are old-timers, bought when the pickings were better.

symbol name last price % change open
  • +
  • AIB
    Allied Irish Plc
  • $3.20
  • -3.32%
  • $3.14

One of strongest growing banks in Europe, still selling at a discount. Great growth potential into Poland.

People owning AIB also tend to own: ABNBACCAGCBCHTEMRFR

TheStreet.com Rating: No Rating What is this?

  • +
  • BBY
    Best Buy Co Inc
  • $35.47
  • -0.98%
  • $35.82

Differentiation with competitors through service. (Would you buy a big screen tv from Wal Mart??) Interested in international growth primarily, especially China. Domestic growth is a bonus.

People owning BBY also tend to own: AXPBKBMYCOFCSCODELLDEO

TheStreet.com Rating: C+ What is this?

  • +
  • SPLS
    Staples
  • $23.19
  • -1.19%
  • $23.45

Very well-run company selling at a discount to historic PE. Not as tied to consumer spending as other retailers.

People owning SPLS also tend to own: AUYBPCSEKEYLMTLUNAPEG

TheStreet.com Rating: B What is this?

  • +
  • BRO
    Brown & Brown Inc
  • $17.76
  • 0.00%
  • $17.76

Insurer selling at a significant historic discount, but still has great growth.

People owning BRO also tend to own: AKAMCOGTCOHCPRTCTSHDNADRIV

TheStreet.com Rating: C+ What is this?

  • +
  • SCRX
    Sciele Pharma
  • $0.00
  • 0.00%
  • $N/A

Sells drugs that other companies spend billions to produce. Extremely low sales cost. Flexible. Low PEG even if growth is 25% below expectations.

People owning SCRX also tend to own: AAPLSWNARGNAVAVFXIHALINFY

TheStreet.com Rating: No Rating What is this?

  • +
  • TPX
    Tempur-pedic Intl
  • $26.56
  • -1.30%
  • $26.97

Baby Boomers have the money, have more aches and pains, and want to be comfortable. TPX makes Mercedes of bedding while everyone else makes, at best, Chryslers.

People owning TPX also tend to own: BHBCBRWCNSHBPHITKIMHISYS

TheStreet.com Rating: C+ What is this?

  • +
  • PG
    Procter Gamble
  • $61.01
  • -0.47%
  • $61.06

Avg PE and growth calcuations reveal 15% compounded annual rate of return over next 5 years at purchase price. Unshakable consistency.

People owning PG also tend to own: CLCTDENNFFEXJBSSJRCCMEEMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • ORCL
    Oracle Corporatio
  • $23.12
  • -1.83%
  • $23.53

Avg PE and growth calcuations reveal 15% compounded annual rate of return over next 5 years at purchase price.

People owning ORCL also tend to own: AAPLAMDCSCODELLGOOGIBMINTC

TheStreet.com Rating: A- What is this?

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