By:
On:
In: Fair company, Stock analysis
Tagged:
With: 0 Comments
Company name Amedisys, Inc.
Stock ticker AMED
Live stock price [stckqut]AMED[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Poor
Sales growth Good
EPS growth Poor
P/E growth Good
EBIT growth Poor
ANALYSIS
Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $28.48
Target stock price (averages with growth) $23.88
Target stock price (averages with no growth) $23.18
Target stock price (manual assumptions) $23.86

The following company description is from Google Finance: http://www.google.com/finance?q=amed

Amedisys, Inc. (Amedisys) is a healthcare company. Amedisys provides home health services to the chronic, co-morbid, aging American population. The Company operates in two segments: home health and hospice. Its home health segment delivers a range of services in the homes of individuals who may be recovering from surgery, have a chronic disability or terminal illness or need assistance with the essential activities of daily living. Its hospice segment provides palliative care and comfort to terminally ill patients and their families. As of December 31, 2010, Amedisys owned and operated 486 Medicare-certified home health agencies and 67 Medicare-certified hospice agencies in 45 states within the United States, the District of Columbia and Puerto Rico. During the year ended December 31, 2010, its home health and hospice services accounted approximately 86% of its revenue and was derived from Medicare. On June 7, 2011, the Company acquired Beacon Hospice, Inc.

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. The stock has not been performing well lately and there may be better opportunities for your investment dollar.

By:
On:
In: Good company, Stock analysis
Tagged:
With: 0 Comments
Company name Alliance Holdings GP, L.P.
Stock ticker AHGP
Live stock price [stckqut]AHGP[/stckqut]
P/E compared to competitors Good
MANAGEMENT EXECUTION
Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
ANALYSIS
Confident Investor Rating Good
Target stock price (TWCA growth scenario) $77.63
Target stock price (averages with growth) $77.44
Target stock price (averages with no growth) $52.59
Target stock price (manual assumptions) $64.48

The following company description is from Google Finance: http://www.google.com/finance?q=ahgp

Alliance Holdings GP, L.P. (AHGP) owns, directly and indirectly, 100% of the members? interest in Alliance Resource Management GP, LLC (MGP), the managing general partner of Alliance Resource Partners, L.P. (ARLP). As of December 31, 2009, its assets included its ownership interests in ARLP, which consist of a 1.98% general partner interest in ARLP, which it holds through its 100% ownership interest in MGP; the incentive distribution rights (IDRs) in ARLP; the incentive distribution rights (IDRs) in ARLP; 42.5% of interest in ARLP, and a 0.001% managing interest in Alliance Coal, which it holds through its 100% ownership interest in MGP. The ARLP Partnership is a diversified producer and marketer of coal primarily to United States utilities and industrial users. The ARLP Partnership’s mining activities are conducted in three geographic regions: Illinois Basin, Central Appalachian and Northern Appalachian regions.

Confident Investor comments: This stock has slowed a bit in the last few months but it has a nice gain from a year ago. The company does a good job of managing the metrics that matter. At this price and at this time, I think that a Confident Investor can confidently invest in this stock.

By:
On:
In: Poor company, Stock analysis
Tagged:
With: 0 Comments
Company name Red Lion Hotels Corporation
Stock ticker RLH
Live stock price [stckqut]RLH[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=rlh

Red Lion Hotels Corporation (RLH) is a hospitality and leisure company primarily engaged in the ownership, operation and franchising of midscale and upscale, full service hotels under its Red Lion brand. The Red Lion brand is associated with three star full and select service hotels. As of December 31, 2009, its system of hotels contained 45 hotels located in eight states and one Canadian province, with 8,671 rooms and 431,244 square feet of meeting space. The Company operates in three segments: hotels, franchise and entertainment segment.

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. It is not possible to confidently invest in a company that is not currently profitable.