Glen Bradford

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• If You Like Dex, You Might Like Yellow

  By Glen Bradford - May 16, 2013 | Tickers: DXM, YLWDF, Y

  Dex Media (NASDAQ: DXM) is a textbook situation of a compressed capitalization structure since the equity represents only 8% of the Tangible Enterprise Value. They company has gotten a lot of attention recently, and they should have.

  Kyle Bass Loves Dex Media

  Kyle Bass of Hayman Capital brought Dex Media to the forefront at the Ira Sohn Conference last week. When he references two companies (below), what he means is more »

• Yes, Proud Bankruptcies Exist

  By Glen Bradford - April 17, 2013 | Tickers: DEXO, LEE, SPMD, IPG

  Dex Media, soon to be traded on the NYSE under the ticker DXM, will be the resultant of the merger between Dex One (NYSE: DEXO) and SuperMedia (NASDAQ: SPMD). Fellow Motley Fool Blogger Mike Thiessen recently put together an excellent summary of the merger, but a little perspective is needed. After all, this is a bankruptcy situation where the general rules of thumb do not apply.

  For your convenience, I more »

• Amazon.com Worth 20 Best Buys, but Makes Half as Much

  By Glen Bradford - March 1, 2013 | Tickers: AMZN, BBY

  I have waited for over a month to write this article. The full year 2012 results are finally in. Let's get started, shall we? I am going to keep this short and to the point and base that point on facts. The reason that I have to do this is because you're not going to believe it.

  Stunned in disbelief:

  Recently, I posed the following question to a more »

• Two Stocks with Pervasive Pessimism

  By Glen Bradford - November 4, 2012 | Tickers: BBY, RSH

  Two Companies - One Thing in Common

  Pervasive Pessimism, as I see it, is when the consensus amongst the heavyweights on a particular matter of interest is unbalanced, with additional emphasis on all of the negatives while simultaneously ignoring anything that could be seen as a positive. Best Buy (NYSE: BBY) and RadioShack (NYSE: RSH) are two companies that in my opinion are priced to have a dismal future. In fact more »

• Bankruptcy - A Donnelley Tradition

  By Glen Bradford - November 1, 2012 | Tickers: DEXO, RRD, SPMD

  The Blame Game and Recent Headlines

  When Google blamed R.R. Donnelley & Sons (NASDAQ: RRD) for pre-releasing their 8-K ahead of schedule, I decided to investigate.  I have previously covered the side of the coin where Google doesn't have enough debt in my post Google - A Story of Bad Debt Management. Google's bad debt management is actively preventing equity shareholders from having 40% higher market capitalization than they more »

• Google - A Story of Bad Debt Management

  By Glen Bradford - June 28, 2012 | Tickers: GOOG

  Fire the people making Google's financial decisions. That's the point I am about to make, and for good reason. I believe that if we had financial professionals running the ship, the common shareholders would be 37% richer --- instantly. That doesn't even take into account that Google very well should be trading 87% higher based on my analysis if the right people were making the right financial decisions more »

• Navistar: Zero Credibility Means Buy Now

  By Glen Bradford - June 9, 2012 | Tickers: CMI, NAV, OSK, PCAR

  I received a message from a friend, "What's your view on investing in some NAV stock since its low?" Long story short, Navistar (NYSE: NAV) is a Buy. So, how do we get to that conclusion?

  The Lay of the Land

  One of the first things you'll notice is that the headlines are populated by negative financials and an activist investor, Carl Icahn, increasing his stake. Remember that more »

• Frontrunning The Buffett

  By Glen Bradford - June 6, 2012 | Tickers: GCI, LEE, MEG, MNI

  Finally! Lee Enterprises (NYSE: LEE) has someone on their side of size! I just woke up to a text from my friend, "Front running Buffett .... Not bad."

  Warren Buffett has found the space that I've been screaming about. I tried to call him a month ago but his secretary blocked me, as she has before a few years ago the last time I tried to call in about Conseco more »

• Google Trades at a Market Crash Valuation

  By Glen Bradford - April 25, 2012 | Tickers: BIDU, GOOG, MSFT, YHOO |

  While it is true that Google (NASDAQ: GOOG) used to be expensive, if you are looking for a company that is worth owning across the next decade, this is the one. They made $8.75/share this last quarter which puts their forward P/E around 17.3 for a company that has consistently had revenue growth of around 27% and Earnings growth around 25%. Not only that, but if more »

• Apple Stock Price: It's a Fad

  By Glen Bradford - April 10, 2012 | Tickers: AAPL

  Don’t get me wrong, I love the product portfolio that Apple (NASDAQ: AAPL) carries. They have great products and the competitors in their industry are compared to Apple as Apple is palpably the gold standard. Tablet PCs are called iPads by those not in the know, for example, and all music players are called iPods.

  Fads come and go. Right now, we are seeing the fad come, and come more »

• What's IT Worth?

  By Glen Bradford - February 20, 2012 | Tickers: BMC, BRCM, CA, CSCO, CTSH, HTCH

  Hi, my name is Glen Bradford and I love pricing IT stocks as part of my journey of pricing the S&P500. In my opinion, technology is the future, so let's get at it!

  364. BMC Software (NASDAQ: BMC) is a company that I have worked with first person to help assist with a salesforce implementation. BMC appears to be breaking out from it's slide that started in more »

• Are These Companies on Sale?

  By Glen Bradford - February 16, 2012 | Tickers: AKAM, ADI, ADSK, ADP, TA

  Hello, my name is Glen Bradford and I am pricing the S&P500 one company at a time. I'm hunting for undervalued companies, be very quiet so you don't scare them away!

  356. Analog Devices Inc (NASDAQ: ADI) has been levering up its balance sheet from no debt since 2009. Minus the fact that CAPM is a silly model, I found this analysis useful. I think that this more »

• What's it worth? PAYX NFLX NTAP NVLS

  By Glen Bradford - February 15, 2012 | Tickers: LRCX, NTAP, NFLX, NVLS, PAYX

  Hi, my name is Glen Bradford. I am having a blast pricing companies that are a part of the S&P500. Let's take a look at your company.

  372. Paychex (NASDAQ: PAYX) is perhaps a play on the private sector job recovery that I expect across America in the coming couple years. They are kicking off an amazing 4%+ yield or 1% a quarter. I think that this yield more »

• What's it worth? An Overview of IT Companies

  By Glen Bradford - February 15, 2012 | Tickers: ADBE, AMD, A, ALTR, EMMS

  Hi, my name is Glen Bradford and I am pricing the S&P 500. At present I'm in the realm of IT companies. Oooh, my favorite! Let's do this.

  360. Agilent Technologies (NYSE: A) is forecasting just under double digit growth. On $3.10 of earnings, I would say this is in the upper middle of fair valuation. Target: $37-$47. Agilent is now a dividend company, which more »

• What are these IT Companies Worth?

  By Glen Bradford - February 9, 2012 | Tickers: AAPL, AMAT, FFIV, FIS, FISV

  Hello, my name is Glen Bradford and I am taking on the seemingly insurmountable task of valuing every company in the S&P500. I'm a fan of IT companies, so let's take a look.

  351. Fidelity National Information Services (NYSE: FIS) bottomed at $24, and it's poised to run much higher ... if you ignore that the company is reliant on the economics of the banking system. Unfortunately more »

• What's it worth? CSCO CTXS CSC CPWR ACOM

  By Glen Bradford - February 8, 2012 | Tickers: ACOM, CSCO, CTXS, CSC, CPWR

  Hi, my name is Glen Bradford and I am having an absolute fantastic time pricing the S&P500. Let's take a look at what I think your company is worth.

  368. Cisco Systems (NASDAQ: CSCO) is a company that I've studied the basics as I pursued my CCNA, which is a certification that they offer. This is another company that you have to pay attention to the cash more »

• Bet on Fraud: A Natural Component of the Global Banking System

  By Glen Bradford - February 8, 2012 | Tickers: BAC, C, GS, JPM, NES.DL

  That headline is a mouthful. It also contradicts everything you likely believe and you probably decided to read this article to see what I was wrong about. I have been wrong in the past. I will be wrong in the future. I could be wrong now. I am a reasonable man, if I am wrong, put me right. There are implications to what I am about to say to your more »

• What's it Worth? 57

  By Glen Bradford - February 2, 2012 | Tickers: DELL, EBAY, EA, EMC, HRS

  Hello again, my name is Glen Bradford and I am going through the S&P500 and pricing the stock market, one company at a time.

  346. Harris Corp. (NYSE: HRS) is doing buybacks on the borrowed dollar. I would normally dislike this but I think that they are fine for now. I actually think that they are remarkably cheap. I'm a fan of the buybacks. They've been a more »

• What's it Worth? 56

  By Glen Bradford - February 2, 2012 | Tickers: GOOG, HPQ, INTC, IBM, INTU

  Hi, my name is Glen Bradford and I am going company by company in the S&P500 and telling you what I think they are worth.

  341. Intuit Inc. (NASDAQ: INTU) does a lot of small to medium-sized business software. I use QuickBooks. Their business is seasonal with a weak Q1. They've been growing revenues faster than earnings the last five years but there is predictable growth nonetheless. You more »

• Sell Facebook, Buy Google

  By Glen Bradford - February 2, 2012 | Tickers: GOOG

  Hi, my name is Glen Bradford and I have set out to price the entire market here at the Motley Fool. This is me setting aside time to do just one company: Facebook. It ends up that the resultant of this exercise is me demanding that you take your Facebook money and buy Google (NASDAQ: GOOG) instead!

  There have been a lot of valueless opinions floating around about the Facebook more »

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