Impact of the Stimulus Package
Posted on Thursday, February 12th, 2009 | In Politics & Your MoneyWith its specific goal of stimulating the economy and creating jobs, it’s only natural that the stimulus package would include significant amounts of government cash allocated to creating infrastructure. There was an excellent article on Seeking Alpha pinpointing a few solid picks that ought to pull up in mid-February when the bill is expected to pass.
Vulcan Materials (VMC)
Forward P/E Ratio: 29.8x
2009E EPS: $1.75
Forward Trading Range: 14x – 18x
Implied Earnings: $3.74 – $2.91
Forward EV/EBITDA Ratio: 10.7x
2009E EBITDA: $850
Forward Trading Range: 6x – 9x
Implied EBITDA: $1,535 – $1,023
Martin Marietta Materials (MLM)
Forward P/E Ratio: 20.6x
2009E EPS: $4.00
Forward Trading Range: 14x – 18x
Implied Earnings: $5.89 – $4.58
Forward EV/EBITDA Ratio: 9.2x
2009E EBITDA: $498
Forward Trading Range: 6x – 9x
Implied EBITDA: $763 – $509
Last 5 posts by Jeffrey Miller
- A Tough Nut to Crack - October 29th, 2009
- ETF Update: Looking to the Internet - October 25th, 2009
- Healthcare Reform Becoming Less Likely - October 21st, 2009
- ETF Update: Another Look at the Banks - October 18th, 2009
- Identifying Quackery (and Other Mistakes) - October 6th, 2009
election stocks, Jeffrey Miller, Martin Marietta Materials, PARTIAL, Politics & Your Money, USD, Vulcan materials
 About Jeffrey Miller (http://www.oldprof.typepad.com)
Jeffrey A. Miller, Ph.D. is a former college professor with a hands-on, real world attitude. His quantitative modeling helped inform state and local officials in Wisconsin for more than a decade. A Public Policy analyst, he taught advanced research methods at the University of Wisconsin, and analyzed many issues related to state tax policy. In 1987 Jeff began work for market makers at the Chicago Board Options Exchange. His approach included finding anomalies in the standard option pricing models and developing new forecasting techniques. Merging these quantitative techniques with specific company analysis, Jeff also generated trading ideas from sell-side analyst reports. Through his years of experience in trading options, futures and equities, Jeff has come to be regarded as an expert in interpreting the effect of news on the markets and individual stocks. Jeff has served as a forensic expert in several cases involving such issues. He has also written a series of papers on investment management, describing both quantitative methods and those related to behavioral economics. |
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