about SVM Click here to go to the original topic          Value Investing Forum Forum Index -> Value Investing superbowl Tue Jan 25, 2005 1:50 am     about SVM  Hi Blast, what is your opinion on SVM? I saw it in warren buffet's holding list, but I didn't see many good reasons for buying in except its good devidend. So what do you think? Thanks! blast_investor Tue Jan 25, 2005 12:13 pm       Actually this pick is pretty cheap. You have to look at its free cashfow, it is huge. Its PE based on its net income is not cheap. However, it is quite cheap based on its free cashflow. My quick financial modeling using my own BlastInvest Warren Buffet tool indicates that it can reward 26% per year for the long run. This stock certainly meet Warren Buffet consumer monopoly criteria. Actually Buffet only want 10% return in his letter so that this one certainly make sense. Of course, I do not blindly buy every Buffet's stock for BIRTP model portfolio because my stock picking style is more geared toward the original Benjamin Graham method rather than Warren Buffet growth stock method. Furthermore, I am looking for higher investment return for my pick (20%) rather than Buffet's 10% requirement.          Value Investing Forum Forum Index -> Value Investing Page 1 of 1 Search Engine Indexer BlastInvest @2005 p h p B B © 2001, 2002 p h p B B Group