Review - VOC.AX Vocus Communications

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Analysts often compare VOC to TPM, probably because they are in the same sector, have grown rapidly through acquisition and more recently have had a significant share price (SP) correction. There the similarities stop. Against my value investing checklist

VOC
Revenue growth PS- Good (recently)
Equity growth PS - Good (too good) needs checking
NTA growth PS- Poor
Gearing PS- Reasonable
EPS - Growing
Margins - Poor
ROE - Poor
DPS - Growing
Cashflow PS  (Acid test) - Good
Management stability - Awful
Managers equity - Minimal
Expense management - TBA
I would buy VOC with a view to a short term trade

TPM
Revenue growth PS- Consistent and very good
Equity growth PS - Excellent
NTA growth PS- Fair
Gearing PS- Satisfactory
EPS - Very good
Margins - Excellent
ROE - Excellent
DPS - Growing
Cashflow PS  (Acid test) - Good
Management stability - Excellent
Managers equity - Outstanding
Expense management - Exemplary
I would buy TPM with a view to short and long term holding




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