List of Tables
Table 1.1 PV of $5 at 5 Percent
Table 1.2 Equivalence of Selling Shares Instead of Dividends
Table 1.3 Growth Drives P/E
Table 1.4 ERP Drives Valuation
Table 2.1 RPF Valuation Model R-Squared Results
Table 2.2 Estimated Risk Premium Factors
Table 2.3 RPF Valuation Model R-Squared Results
Table 2.4 RPF Valuation Model R-Squared Results with 30-Year as Rf for 2008 to 2011
Table 3.1 Inflation Drives Valuation
Table 5.1 Interest Rate Impact on Market P/E
Table 5.2 Constant ERP Implies Fixed P/E
Table 5.3 TTM S&P 500 Operating—Q3 2009
Table 5.4 Meltdown and Recovery
Table 5.5 Impact of Growth Expenses on Valuation
Table 5.6 Cost Cuts vs. Top-Line Growth
Table 6.1 Changes in Predicted, Actual, and RIGR in Late 2010
Table 6.2 Computer Software Industry RIGR Analysis—October 7, 2010
Table 6.3 Computer Hardware RIGR Analysis—October 13, 2010
Table 6.4 Computer Services RIGR Analysis—October 13, 2010
Table 6.5 Computer Hardware RIGR Analysis—October 19, 2010
Table 6.6 Computer Services RIGR Analysis—October 19, 2010
Table 6.7 Post-earnings Change in RIGR
Table 7.1 Basic DCF Example
Table 7.2 Revenue Model for MobAppCo
Table 7.3 10-Year Projection
Table 7.4 Terminal Value Inputs
Table 8.1 Cost of Capital for MobAppCo
Table 8.2 Example Valuation: MobAppCo
Table 8.3 Growth Business Terminal Value Multiple
Table 8.4 Adjustment for Midyear Discounting
Table 8.5 Adjusted Annual Cost of Capital to Reflect Debt Capacity
Table 9.1 Cost of Capital for a Cyclical Business
