Peter Lynch Portfolio - Boise Cascade (BCC)

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Boise Cascade(BCC) 종목 소개 영상. 핵심 결론: 피터 린치 방식 스크리닝에 포함된 BCC를 재무지표상 저평가·고수익 기업으로 소개하며 추가 리서치(관심종목 등록) 대상으로 제안. 기업 개요: 아이다호 기반 엔지니어드 우드 제품(LVL 등)·합판 제조, 건축자재 유통이 주력이며 매출 대부분은 건축자재 유통 부문에서 발생. 섹터는 기초소재. 재무 수치: 시가총액 약 28.9억 달러, 가치점수 10점/10, 펀더멘털 점수 9점/10. 매출 5년 성장률 15.17%, 분기 전년비 14.64%. 희석 EPS 5년 성장률 78.92%, 분기 전년비 139%. 부채비율 0.224, ROE 56.45%, P/E 3.2, 배당수익률 0.81%, PEG 0.0538. 장기부채 약 4.44억 달러, 잉여현금흐름 약 7.12억 달러 수준으로 제시. 평가: 현금 창출력이 크고 밸류에이션이 낮다고 보나, 경기순환적 기업이라 주택 경기 호황을 가정하면 유리하다고 언급. 자사주 매입 여부와 현금 사용처(배당 확대 등)에 대한 의문 제기. 출연자 전망: 명시적인 가격 방향 예측이나 목표가는 없음. 추가 확인 후 워치리스트 편입을 고려하겠다는 입장. 리스크: 경기 민감도(주택·리모델링 수요 의존), 현금 활용 방향 불확실성. 관련 안내: 해당 포트폴리오 사이트 뉴스레터 구독 및 채널 구독을 권유하며 포트폴리오를 정기 업데이트하겠다고 밝힘.

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01. Okay so um back to the uh Peter Lynch Universe um according to Y charts so this is a group of 35 stocks that white church just put together based on um Peter Lynch's uh methodology for picking stocks um it's pretty um loose formula for picking Peter Lynch like stocks you'll probably if you're watching this and um you're thinking of maybe investing some of these stocks do some due diligence um this is kind of more of a jus but uh yeah I'll get into this one here it's called Boise Cascade company BCC is the ticker symbol so on his profile says uh Boise Cascade codes producer of engineered wood products and plywood The Firm operates in two segments namely wood products and building materials distribution Uh Wood product segment manufacturers ewp consisting of a laminated veneer Lumber um L Joyce and laminated beams the building materials distribution segment is engaged in the wholesale of building materials it distributes products such as plywood OSB and lumber items such as siding doors Metal Products insulation and Roofing ewp and others the company generates a majority of its revenue from the building material distribution segment so it's located in Idaho the sector is basic materials um it's got a market cap of about 2.889 billion according to Y charts it has a value score of 10 out of 10 a fundamental score of 9 out of 10 it's valuation history is just uh negative 2.62 so um yeah the revenue five-year growth is 15.17 percent quarterly year-over-year growth is 14.64 so I'm not not much different than the five-year growth rate um EPS diluted five-year growth is 78.92 uh EPS W quarterly year-over-year growth is 139 percent um so it looks like it's been doing well lately uh the debt to equity ratio is 0.224 return on Equity 56.45 it's pretty decent um has p e ratio of 3.2 and a dividend yield of 0.81 percent um uh okay so let's take a look at some of the key stats um long-term debt is about 444.18 million um free cash flows 800 through 7.12 million and that's pretty decent free cash flow um let's dig into that a little bit further give us a zero one here oh yeah it's growing quite a bit so it's the same it's uh it's doing all right it's got a lot of free cash flow um yeah the long-term debt I wonder what they're doing with all that cash really reducing debt foreign not so much see 10 years okay it's about the same um shares of the buyback shares no no blind back shares so anyways they're getting loaded down with cash what are they going to do with it hopefully they'll reward their investors with the dividend or something like that because their dividend is not exactly super raised to 0.81 but um yeah there's lots of cash in this company so um yeah what else do we look at here the p e ratio is 3.21 the PEG ratio 0.0538 is quite low historically yeah that's pretty low hopefully it's been low for quite a while so um yeah what else can we look at this it sounds like this company is like very much a cyclical kind of company so if you're a believer in the economy doing really well then people like you know doing work with housing because I would imagine a lot of the their products are being sold um to home builders or people who are doing renovations and that sort of thing so um yeah um it looks like it's doing well right now anyways um Boise cascado I might have to put this on my watch list and just take a look a little deeper into like what's going on with uh Boise Cascade go so um yeah anyways uh if you want to you know uh look at uh or stay up to date with like what's going on with this Peter orange Universe um update that site with uh this portfolio routinely so um yeah if you want to stay up to date up to date there you can subscribe to the newsletter and um just have uh the updates sent to your email inbox or you can also just subscribe to this Channel and um yeah I'll routinely be coming back to this Channel and updating it with um the yhr's piano instrument okay thanks