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Author: KMHinson Big red star, 1000 posts Old School Fool Coverage Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 21  
Subject: p/tbv > 5? Date: 10/16/2006 6:50 PM
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Hi Ditty... if you happen to check in on this board, i'd certainly welcome your thoughts.

I'm not particularly familiar with looking at a company for its assets... Since I can't seem to find quarterly balance sheet information, I'm using year end '05 tangible book value and assuming some growth in the last 6 months... I'll guess a 10% increase in TBV since the last reported number of 355M, the current price still puts the stock at 5 times tbv. I know this is a sound company that is growing quickly... but it certainly seems to be pushing its valuation to all new levels. If Danone wouldn't pay 4x tbv a few years ago, I wonder if perhaps WBD stock is getting a little bit too far ahead of itself.

Any thoughts about why I clearly don't understand this company?
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