Ingram Micro Inc. ($IM) Cautious Buy or Hold to $17 Confident Investor Rating: Fair

Company name Ingram Micro Inc.
Stock ticker IM
Live stock price [stckqut]IM[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Poor
EPS growth Good
P/E growth Poor
EBIT growth Poor

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $7.86
Target stock price (averages with growth) $15.78
Target stock price (averages with no growth) $21.55
Target stock price (manual assumptions) $11.62

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

Ingram Micro Inc. (Ingram Micro) is a global information technology (IT) wholesale distributor, providing sales, marketing and logistics services for the IT industry worldwide. Ingram Micro distributes and markets technology products worldwide from the industry's computer hardware suppliers, networking equipment suppliers, software publishers, and other suppliers of computer peripherals, consumer electronics (CE), physical security, automatic identification and data capture (AIDC)/point-of-sale (POS) and mobility hardware worldwide. It offers a variety of systems, such as rack, tower and blade servers, desktops, portable personal computers, and personal digital assistants (PDAs). During the year ended December 31, 2011, the Company acquired assets and liabilities of Arete Sistemas S.A. (Arete).

 

Confident Investor comments: I may be a little generous on the $17 target but 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.

 

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