ZAGG ($5.00)
Merriman Curhan Ford put out a research note on Friday with a Scenario Analysis. Maybe I was the only one that found it interesting.
Disclosure: Long ZAGG and I’m an Advisor to ZAGG
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I found it interesting in that it really lays out the logic behind the value. Since I believe that the high and the low in 2010 is likely mostly timing of ramping up distribution. So the high mark for 2010 is probably the likely 2011 scenario. If so, shows ZAGG is still a buy
[...] trade off multiplies to analysts 2010 EPS estimates. In an analyst research note in mid September, Merriman Curhan Ford gave potential revenue ($64.5 – 106 million) and EPS ($0.38 – 0.79) ran…. The Robins Group analyst, Marc Robins, has $83m revenues and $0.50 EPS figure for 2010, so you can [...]