Helen of Troy sells licensed, personal care products.

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Helen of Troy sells licensed, personal care
products.
(Hele)
Company Profile
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• Helen of Troy products are manufacturers in
  Asia.
  
• Sold in the US through drug chains, warehouse
  clubs, supermarkets, and beauty supply stores.
  
• American sales represent almost 90 of Helen of
  Troys revenue.
  
• Wal-Mart accounts for about 29 of company sales
  .
  

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• Over the last
• Year the stock
• Price has
• appreciated by
• almost 50

33
22
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Price appreciated by 500 Dow Jones industria
l
Went up by 100 SP 500 went up by 70
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Forecasted revenue for 2006 is between
645-660 millions.
Which is very good!!!
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10 is the best possible rating.

Pros

• The price-to-earnings is below industry .
  Positive
  
• Earnings growth in the past year has been
  steady.
  
• The price-to-sales multiple is slightly higher
  than the average for all stocks in the
  StockScouter universe. Negative for a small
  company like HELE
• Shares are being heavily sold by financial
  institutions.

Cons

9

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• Sells products that every one needs
• P/E ratio is low indicating that the stock is
  undervalued.
  
• Forecasted revenues for 2006 is 645-
  660millions. EPS of 2.86 expected.EPS better
  than the industry and SP 500
  
• The stock has appreciate more than 50 over the
  last 12 months.
  
• It is not a very volatile stock.

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Nke
Company Profile

• NIKE is the world's 1 athletic shoe market in
  the US
  
• The company designs and sells shoes for a variety
  of sports, including baseball, cheerleading,
  golf, volleyball, and wrestling.

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• Over the last
• Year the stock
• Price has
• appreciated by
• Almost 29

88
70
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• Price appreciated by
• 102
• Dow Jones industrial
• went up by 97
• SP 500 went up by
• 70

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• Revenue - Quarterly Results (in Millions)
• FY (05/05) FY (05/04)
  FY (05/03)
  
• 1st Qtr 3,561.8 3,024.9
  2,796.3
  
• 2nd Qtr 3,148.3 2,837.1
  2,514.7
  
• 3rd Qtr 3777.96 2,904.0
  2,400.9
  
• 4th Qrt NA 3,487.1
  2,985.1
  
• Total 10488.06 12,253.1
  10,697.0   
  
• Average revenue growth was approx 14.5 form 2003
  t0 2004.
  
• Earning estimates for the 3rd qrt of 2005 is
  20 higher than 2nd qrt.

E S T I M A T E D
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10 is the best possible rating.
Pro
Con
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• Potential to grow overseas business.
• P/E ratio below industry
• Improved operations
• Strong buy recommendation by analysts