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Rational Investing
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| | Long | Short | | Total Market Capitalization of All Firms (in million) | $39,624 | $0 | | Average Market Capitalization (in million) | $5,661 | 0 | | Average Market Cap Weighted Market to Model | 0.88 | 0 | | Average Beta | 1.02 | 0 | | Average Price To Revenue | 0.87 | 0 | | Average Price To Free Cash Flow | 8.18 | 0 | | Total Number of Firms | 7 | 0 |
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| Ticker | Company | Sub Sector | Long /Short | Market To Model | Market Cap | Expected Returns | EV/ EBITDAM | % Growth | Beta | As of | | John B Sanfilippo Son Inc | Processed Packa | L | 0.8 | 141 | 18%     | 4.12 | 2 | 0.66 | Dec 09 | | News Corp | Media Services | L | 0.9 | 38,399 | 11%     | 11.18 | 10 | 1.49 | Jun 10 | | Usa Mobility Inc | Wireless Commun | L | 0.5 | 330 | 43%     | 4.46 | -18 | 0.84 | Jun 10 | | Alliance One Intl | Tobacco Product | L | 0.4 | 323 | 57%     | 6.97 | 11 | 0.67 | Jun 10 | | Horizon Lines, Inc. | Shipping-Indust | L | 0.2 | 120 | 68%     | 5.33 | 8 | 0.76 | Jun 10 | | Omnova Solutions Inc. | Chemicals - Spe | L | 0.2 | 288 | 71%     | 5.57 | 53 | 0.89 | May 10 |
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Note : EV = Enterprise Value
FCF = Free Cash Flow
EBITDAM = Earnings Before Interest Taxes Depreciation and Amortization after Maintenance Capex
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