Back to Part XIII By Mark Bern, CPA CFA In the first article of this series I provided an overview of the strategy to protect an equity portfolio from heavy losses from a market crash of 30 percent or more. In Part II I provided more detailed explanation of how the strategy works and gave the first
Introduction & Valuation We believe Tempur Sealy ( TPX ) is worth $70 based on multiple of 11x ..... synergies from the Sealy acquisition and TPX 's dominant position in the mattress space ..... an 18% IRR over 24 months. At present, TPX is trading at 11x 2014E EBITDA, 17x 2014E
months. In the energy sector: NFX , SD , TDW . In materials: CLF , AXLL , UFS , RGLD . Consumer discretionary: SBGI , WEN , TPX , EAT , BYI , DWA , JCP , AEO . Consumer staples: INGR , HAIN , HSH , WWAV . Health care: CELG , ESRX , WLP , REGN , ALXN
By Shaun Currie, CFA : Executive summary: SCSS is down almost 40% over the past six months due to weak results attributable to a weak marketing strategy and lack of product innovation. On the company's recent earnings call, the company announced a new marketing campaign and the introduction of a ...
retailers Home Depot HD and Pier 1 Imports PIR, floor-covering company Mohawk Industries MHK, bedding manufacturer Tempur Sealy TPX , and household-appliance maker Helen of Troy HELE. The average market cap of a company in XHB is about $4.3 billion
General Mills [ GIS ; up since last review in 10/2012 but the view is still negative; pg 16]; memory-foam mattresses [ TPX , MFRM, SCSS ; challenging for both sex and sleep; pg 16]; Caterpillar [ CAT ; Q3 earnings and revenues fell; lowered guidance
As we expected, Tempur - Pedic International 's TPX top-line growth picked up considerably in the second quarter. Our fair value estimate remains $18 per share. Net sales increased
(Reuters) - Specialty mattress maker Tempur - Pedic International Inc's fourth-quarter results beat Wall Street expectations, sending its shares up 27 percent after the bell.
NEW YORK, Oct 23 (Reuters) - Tempur - Pedic International Inc : * Shares extend decline, down 16.3 percent after the bell
Oct 23 (Reuters) - Specialty mattress maker Tempur - Pedic International Inc swung to a quarterly loss, hurt by higher expenses.