COLEMAN CABLE INC CCIX

October 08, 2010 - 2:23pm EST by

member

						2010	2011
Price:		6.10		EPS		$1.20	$1.55
Shares Out. (in M):		17		P/E		5.1x	4.0x
Market Cap (in $M):		104		P/FCF		NM	1.2x
Net Debt (in $M):		230		EBIT		46	56
TEV (in $M):		334		TEV/EBIT		7.3x	6.0x

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9	member 11/17/22 4:18AM Re: Author Exit Recommendation 8
Any thoughts on why the exit? Still looks cheap. view available tags
7	member 10/29/21 5:07PM Re: CLS v FLEX 6
We like both a lot although FLEX is much bigger because of liquidity. we are a $500m fund and dont like to own much more than 1.5% of a company. we are above that threshold... login to read the rest view available tags
5	member 10/29/21 2:03PM Solid EPS and very positive on the PCI acquisition
Impressive report from CLS on Tuesday, they posted an inline quarter on revs and beat on EPS, they also guided inline for 4Q and beat on EPS. Given all the misses and guide downs this... login to read the rest 1 view available tags
4	member 9/22/21 1:17PM PCI acquisition
Hi Mason. Thanks for the idea. This PCI acquisition looks pretty attractive to us. If you have any updated thoughts on your EPS or FCF models for next couple of years, we would be interested view available tags
3	member 7/29/21 5:27PM 2Q EPS Big Beat & 2022 Guidance Significantly Above Street
Very strong 2Q print and guide from CLS. Stock is up on the print but we see much more upside and have upped our #'s. On 10-12x '23 Adj EPS, we see a YE22 target... login to read the rest view available tags
2	member 6/18/21 8:30AM Re: EPS question 1
Thanks for the question, our valuation is using CY23 EPS and a NTM multiple to arrive to the YE22 target price. So 10x 2023 EPS of $1.96. For 2022 EPS we have 30%+ upside to that... login to read the rest view available tags
1	member 6/15/21 7:55PM EPS question
Mason, thanks for the write up. I have a quick question on your EPS target. Using your low-end target price of $19.54 on 10x P/E implies an EPS of ~$1.95 which is 70% higher than... login to read the rest view available tags

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