WELLCARE HEALTH PLANS INC WCG

June 08, 2009 - 4:03pm EST by

member

						2009	2010
Price:		19.40		EPS		$2.73	$3.22
Shares Out. (in M):		42		P/E		7.1x	6.0x
Market Cap (in $M):		820		P/FCF		7.1x	6.0x
Net Debt (in $M):		-64		EBIT		185	216
TEV (in $M):		756		TEV/EBIT		4.0x	3.5x

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16	member 4/06/11 2:17PM RE: Silly expensive again 15
Sorry if this is a stupid question, but in reference to your comment that Nassif Sawiris might be buying TXI stock as a way to get money out of Egypt, why can't he buy any... login to read the rest view available tags
9	member 12/10/09 12:08PM Presentation
Good call on TXI. Not sure if you saw, they recently filed their presentation at the BofA credit conference with the SEC http://www.rocketfinancial.com/FetchDoc.aspx?id=9424664&fid=2404445 view available tags
8	member 11/05/09 11:44AM Covering some at $33-34
I thought it would be fair to let the community know that I have been covering some of my position down here. This is more of a portfolio management tactic than a comment on the thesis. ... login to read the rest view available tags
6	member 10/12/09 10:29PM RE: Cost Cuts 2
That is one of the questions I'm really curious about. To tell you the truth I don't the answer. Management made the following point in an August 28 proxy filing. "Mr. Brekhus asked whether Shamrock had any... login to read the rest view available tags
5	member 10/12/09 8:51PM RE: mgmt presentation 3
http://investorrelations.txi.com/events.cfm Look for the event titled "HODGES CAPITAL MANAGEMENT ANNUAL INVESTMENT FORUM" from September 2, 2009. Click on "Show Information". Try this link if that doesn't work. http://www.sec.gov/Archives/edgar/data/97472/000089882209000430/defa-14a.htm view available tags
4	member 10/12/09 8:47PM RE: Questions 1
Hi, Thank you for your questions. 1. Rarity of aggregates reserves Yes, their aggregates reserves are rare - not rare in the sense that there isn't any more rock out there, but rare in the sense that it's... login to read the rest view available tags
3	member 10/12/09 1:51PM mgmt presentation
thanks for the interesting write-up. I failed to find the Sep 09 presentation you reference either in SEC filings or the company website - any idea where I could get this? view available tags
2	member 10/12/09 11:55AM Cost Cuts
A sale is probably not happening at this price anytime soon, but how can the new board influence cost savings that would improve upon what management is currently doing or not doing? I would guess that view available tags
1	member 10/12/09 9:13AM Questions
Thanks for the write-up. You say about aggregates, "he isn't making any more." Are TXI's aggregate reserves rare? If memory serves they are sand and limestone, hardly rare in Texas. I know in Florida quality rock... login to read the rest view available tags

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