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	Consumer-Oriented Companies To Weather The Recession
	Criteria Used: Stock Sector = Consumer Goods; TTM Net Margin >= 10%;
		Price-to-Sales Ratio <= 1; Market Cap > $100M
	Disclaimer: This page lists the results of a stock screen for informational purposes only.  This does not constitute an endorsement and/or solicitation for the reader to invest in these stocks. Please consult a qualified financial advisor to determine if these securities are suitable for your situation. All numbers provided by Gridstone Research, Reuters and Yahoo Finance and are not guaranteed to be accurate. Readers are advised to double-check the numbers for themselves.
	7/14/2009								annual average
TICKER	COMPANY	Current Price	52 week range	Market Cap	Yield	PEG	P/B	P/FCF (avg annual)	AVG ROIC	AVG ROE	Debt ($M)	EBITDA ($M)	Debt to EBITDA	Payout Ratio	Business Description
FEED	AgFeed Industries, Inc. (FEED.W)	$5.20	0.90 - 15.00	198.36M	N/A (N/A)	0.39	1.62	7.96	N/A	N/A	$3	$28	0.12	N/A	AgFeed Industries, Inc. (AgFeed) is engaged in the research and development, manufacture, marketing, distribution and sale of pre-mix fodder blended feed and feed additives primarily for use in China's domestic pork husbandry market. AgFeed operates through wholly owned subsidiaries, Nanchang Best...
CALM	Cal-Maine Foods, Inc. (CALM.O)	$25.27	17.01 - 48.80	601.15M	0.43 (6.90%)	N/A	2.68	13.80	28%	32%	$133	$185	0.72	42%	Cal-Maine Foods, Inc. is a producer and marketer of shell eggs in the United States. The Company’s primary business is the production, grading, packaging, marketing and distribution of shell eggs. The Company sells shell eggs in 29 states, primarily in the southwestern, southeastern, mid-western and...
HOG	Harley-Davidson, Inc. (HOG.N)	$16.58	7.99 - 48.05	3.89B	0.40 (2.50%)	1.40	1.88	12.58	23%	35%	$4,480	$1,290	3.47	44%	Harley-Davidson,Inc. operates in two segments: the Motorcycles & Related Products (Motorcycles) segment and the Financial Services segment. The Motorcycles segment includes the group of companies doing business as Harley-Davidson Motor Company (HDMC), Buell Motorcycle Company (Buell) and MV Agusta...
UN	Unilever N.V. (UN.N)	$24.26	16.91 - 30.37	67.73B	1.11 (4.60%)	1.91	-	15.78	23%	26%	$15,562	$11,763	1.32	44%	Unilever N.V. is one of the parent companies of the Unilever Group (Unilever), which is a supplier of consumer goods across foods, and home and personal product categories. Unilever PLC is the other parent company of Unilever. Unilever’s operations are organized into two divisions: Foods, and Home...
			Intrinsic value estimated by averaging various FCF scenarios over the noted period.
TICKER	COMPANY	Current Price	intrinsic value (IV)	margin of safety	annual avg FCF ($M)	IV per share	ttm FCF	IV per share	high year FCF	IV per share	low year FCF	IV per share	arbitrary FCF	IV per share	Notes
FEED	AgFeed Industries, Inc. (FEED.W)	$    5.20	$1.34	-286.6%	3	$1.34	5	$1.96	8	$3.04	0	$0.16	1	$0.22	3% growth; 5% discount; results - 3+ years
CALM	Cal-Maine Foods, Inc. (CALM.O)	$   25.27	$26.02	2.9%	44	$19.07	102	$44.78	127	$55.39	(2)	($1.03)	27	$11.90	3% growth; 5% discount; 6+ years
HOG	Harley-Davidson, Inc. (HOG.N)	$   16.58	($5.24)	416.5%	308	$13.69	(1288)	($57.19)	764	$33.94	(917)	($40.71)	542	$24.08	0% growth; 5% discount; 7+ years; massive cash losses in the last year and half leads to negative IV.
UN	Unilever N.V. (UN.N)	$   24.26	$22.63	-7.2%	3178	$22.48	2578	$18.24	4480	$31.70	2578	$18.24	3178	$22.48	2% growth; 5% discount; 5+ years
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