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Author: nonzerosum One star, 50 posts Old School Fool CAPS All Star Global Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 1082  
Subject: AGP to watch Date: 2/14/2011 2:43 PM
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Hey Jim,

I think AGP might be close to making the cut with your 15% discount rate. Depends on what you do with their $700M+ in long term investments. I treat is as cash and came up with a 2% implied growth rate for 5 years, then 3% terminal.

AGP is a long time fool rec that has done very well last 12 months despite the healthcare fears. Each 10Q gets better so I've been adding shares. The company has a buyback program. Earnings are coming up this week and if they're good they may push the stock into MUE territory.

Cheers,
tj
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