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Company name Cerner Corporation
Stock ticker CERN
Live stock price [stckqut]CERN[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $55.8
Target stock price (averages with growth) $72.71
Target stock price (averages with no growth) $55.39
Target stock price (manual assumptions) $63.74

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

Cerner Corporation is a supplier of healthcare information technology solutions, services, devices and hardware. Cerner solutions optimize processes for healthcare organizations. These solutions are licensed by 9,300 facilities globally, including more than 2,650 hospitals; 3,750 physician practices 40,000 physicians; 500 ambulatory facilities, such as laboratories, ambulatory centers, cardiac facilities, radiology clinics and surgery centers; 800 home health facilities; 40 employer sites and 1,600 retail pharmacies. It operates in two segments: domestic, which includes revenue contributions and expenditures associated with business activity in the United States, and global, which includes revenue contributions and expenditures linked to business activity in Argentina, Aruba, Canada, Cayman Islands, Chile, Puerto Rico, Saudi Arabia, Singapore, Spain and the United Arab Emirates. Effective March 18, 2013, it acquired Labotix Automation Inc.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Cerner Corporation.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

 

How was this analysis calculated?

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(s2member_level1)]
In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

Stock price at the time of the calculation: $51.22

Growth: 0.15

Current EPS (TTM): $1.16

P/E: 44

Future EPS Calc: $2.33

Future Stock Price Calc: $102.65

Target stock price: $63.74

I hope that this makes you a better investor. [/s2If]

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Company name Buffalo Wild Wings
Stock ticker BWLD
Live stock price [stckqut]BWLD[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $216.14
Target stock price (averages with growth) $290.38
Target stock price (averages with no growth) $195.13
Target stock price (manual assumptions) $217.56

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

Buffalo Wild Wings, Inc., is a owner, operator, and franchisor of restaurants. The Company features a variety of menu items, including its Buffalo, New York-style chicken wings spun in any of its 16 types of sauces or five types of seasonings. The Company made-to-order menu also includes items ranging from Sweet BBQ to Blazin. The Company’s restaurants offer 20 to 30 domestic and imported beers on tap, including craft brews, and a selection of bottled beers, wines, and liquor. As of December 30, 2012, it owned or franchised 891 Buffalo Wild Wings restaurants in North America, of which 381 were Company-owned and 510 were franchised. Effective March 19, 2013, it acquired Pie Square Holdings LLC. During the year ended December 30, 2012, the Company acquired 18 Buffalo Wild Wings franchised restaurants.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Buffalo Wild Wings.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(s2member_level1)]
In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

Stock price at the time of the calculation: $140.07

Growth: 0.2

Current EPS (TTM): $3.79

P/E: 10

Future EPS Calc: $9.43

Future Stock Price Calc: $94.3

Target stock price: $58.55

I hope that this makes you a better investor. [/s2If]

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I am currently going through my Watch List to ensure that each company still deserves to be on the list. Because of the number of companies on my list, I am going to try to knock out 2 per weekday.

Company name Chicago Bridge & Iron Company N.V.
Stock ticker CBI
Live stock price [stckqut]CBI[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $806.13
Target stock price (averages with growth) $496.26
Target stock price (averages with no growth) $214.73
Target stock price (manual assumptions) $129.48

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

Chicago Bridge & Iron Company N.V. is an energy infrastructure focused company and provider of government services. The Company operates in four segments: Engineering, Construction and Maintenance, which offers engineering, procurement, and construction for energy infrastructure facilities; Fabrication Services, which provides fabrication of piping systems, process and nuclear modules, fabrication and erection of steel plate storage tanks and pressure vessels for oil and gas and power generation industries; Technology, which offers licensed process technologies, specialized equipment, and engineered products for use in petrochemical facilities, oil refineries, and gas processing plants and provides process planning and project development services, and Government Solutions, which undertakes programs and projects, including design-build infrastructure projects for federal, state and local governments, as well as offers environmental services for government and private sector customers.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Chicago Bridge & Iron Company N.V.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(s2member_level1)]
In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

Stock price at the time of the calculation: $83.55

Growth: 0.2

Current EPS (TTM): $4.19

P/E: 20

Future EPS Calc: $10.42

Future Stock Price Calc: $208.52

Target stock price: $129.47

I hope that this makes you a better investor. [/s2If]

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I am currently going through my Watch List to ensure that each company still deserves to be on the list. Because of the number of companies on my list, I am going to try to knock out 2 per weekday.

Company name Compania de Minas Buenaventura SAA
Stock ticker BVN
Live stock price [stckqut]BVN[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $20.05
Target stock price (averages with growth) $20.26
Target stock price (averages with no growth) $16.26
Target stock price (manual assumptions) $19.78

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

Compania de Minas Buenaventura SAA (Buenaventura) is a Peru-based mining company engaged in the exploration, mining, smelting and commercialization of gold and silver, as well as other metals and minerals. The Company operates directly seven Peruvian mining units located in Uchucchacua, Orcopampa, Poracota, Julcani, Recuperada, Antapite and Ishihuinca; as well as indirectly the mines of Shila-Paula, La Zanja and Colquijirca. Through its subsidiaries, the Company is also involved in the generation and distribution of electric power, as well as in the provision of engineering and chemical processing services. The Company owns such subsidiaries as Compania Minera Condesa SA, Minera La Zanja SRL, Inversiones Colquijirca SA, Consorcio Energetico de Huancavelica SA, Buenaventura Ingenieros SA, CEDIMIN SAC and Minera Julcani Sa de CV, among others.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Compania de Minas Buenaventura SAA as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(s2member_level1)]
In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

Stock price at the time of the calculation: $13

Growth: 0.2

Current EPS (TTM): $1.28

P/E: 10

Future EPS Calc: $3.18

Future Stock Price Calc: $31.85

Target stock price: $19.77

I hope that this makes you a better investor. [/s2If]

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I am currently going through my Watch List to ensure that each company still deserves to be on the list. Because of the number of companies on my list, I am going to try to knock out 2 per weekday.

Company name Baytex Energy Corp (USA)
Stock ticker BTE
Live stock price [stckqut]BTE[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $63.28
Target stock price (averages with growth) $51.18
Target stock price (averages with no growth) $30.31
Target stock price (manual assumptions) $63.04

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

Baytex Energy Corp. (Baytex), through its subsidiaries, are engaged in the business of acquiring, developing, exploiting and holding interests in petroleum and natural gas properties and related assets in Canada (in the provinces of British Columbia, Alberta and Saskatchewan) and in the United States (in the states of North Dakota and Wyoming). On February 3, 2011, the Company acquired heavy oil assets located in the Reno area of northern Alberta and the Lloydminster area of western Saskatchewan. On August 9, 2011, the Company acquired natural gas assets located in the Brewster area of west central Alberta. During the year ended December 31, 2011, it completed two dispositions of undeveloped lands; in the Kaybob South area of west central Alberta, it sold six sections of leasehold, including five sections with Duvernay rights, and in the Dodsland area in southwest Saskatchewan, which it sold 32,600 net acres of leasehold in the halo of the field.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Baytex Energy Corp (USA).

If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

For owners of my book, “The Confident Investor” I offer the following analysis (you must be logged in to this site as a book owner in order to see the following analysis). If you have registered and cannot see the balance of this article, make sure you are logged in and refresh your browser.
[s2If current_user_can(s2member_level1)]
In order to assist you in using the techniques of this book, the values that I used when calculating the Manual pricing above were:

Stock price at the time of the calculation: $40.85

Growth: 0.2

Current EPS (TTM): $1.2

P/E: 34

Future EPS Calc: $2.98

Future Stock Price Calc: $101.52

Target stock price: $63.03

I hope that this makes you a better investor. [/s2If]