How a Bitcoin transaction works – Infographic
2014-05-10
by bpalacio@mac.com.
Explore more infographics like this one on the web’s largest information design community – Visually.
Helmerich & Payne, Inc. ($HP) Possible Buy to $110 Confident Investor Rating: Good
2014-05-09
| Company name | Helmerich & Payne, Inc. |
| Stock ticker | HP |
| Live stock price | [stckqut]HP[/stckqut] |
| P/E compared to competitors | Good |
MANAGEMENT EXECUTION
| Employee productivity | Good |
| Sales growth | Fair |
| EPS growth | Good |
| P/E growth | Fair |
| EBIT growth | Good |
ANALYSIS
| Confident Investor Rating | Good |
| Target stock price (TWCA growth scenario) | $166.81 |
| Target stock price (averages with growth) | $375.71 |
| Target stock price (averages with no growth) | $431.83 |
| Target stock price (manual assumptions) | $148.52 |
The following company description is from Google Finance: https://www.google.com/finance?q=NYSE%3AHP&ei=Y_JrU_CNC9HzqwHO3IAg
Helmerich & Payne, Inc. is engaged in contract drilling of oil and gases wells for others and this business. The Company’s contract drilling business is composed of three reportable business segments: U.S. Land, Offshore and International Land. During the fiscal year ended September 30, 2012 (fiscal 2012), the Company’s U.S. Land operations drilled in Oklahoma, California, Texas, Wyoming, Colorado, Louisiana, Pennsylvania, Ohio, Utah, Arkansas, New Mexico, Montana, North Dakota and West Virginia. Offshore operations were conducted in the Gulf of Mexico, and offshore of California, Trinidad and Equatorial Guinea. During fiscal 2012, the Company’s International Land segment operated in six international locations: Ecuador, Colombia, Argentina, Tunisia, Bahrain and United Arab Emirates. The Company is also engaged in the ownership, development and operation of commercial real estate and the research and development of rotary steerable technology.
Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Helmerich & Payne, Inc.
If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.
How was this analysis of Helmerich & Payne, Inc. 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: $107.97
Growth: 0.18
Current EPS (TTM): $6.97
P/E: 15
Future EPS Calc: $15.94
Future Stock Price Calc: $239.18
Target stock price: $148.51
I hope that this makes you a better investor. [/s2If]
Harley-Davidson Inc ($HOG) Possible Buy to $97 Confident Investor Rating: Good
2014-05-09
| Company name | Harley-Davidson Inc |
| Stock ticker | HOG |
| Live stock price | [stckqut]HOG[/stckqut] |
| P/E compared to competitors | Fair |
MANAGEMENT EXECUTION
| Employee productivity | Good |
| Sales growth | Poor |
| EPS growth | Good |
| P/E growth | Good |
| EBIT growth | Good |
ANALYSIS
| Confident Investor Rating | Good |
| Target stock price (TWCA growth scenario) | $110.55 |
| Target stock price (averages with growth) | $132.28 |
| Target stock price (averages with no growth) | $91.66 |
| Target stock price (manual assumptions) | $98.87 |
The following company description is from Google Finance: http://www.google.com/finance?q=hog
Harley-Davidson, Inc. is the parent company for the groups of companies doing business as Harley-Davidson Motor Company (HDMC) and Harley-Davidson Financial Services (HDFS). The Company operates in the Motorcycles and Related Products (Motorcycles) segment and the Financial Services (Financial Services) segment. The Motorcycles segment designs, manufactures and sells at wholesale heavyweight (street legal with engine displacement of 651+cc) Harley-Davidson motorcycles, as well as a line of motorcycle parts, accessories, general merchandise and related services. The Company conducts business on a global basis, with sales in North America, Europe/Middle East/Africa (EMEA), Asia-Pacific and Latin America. The Financial Services segment consists of HDFS, which provides wholesale and retail financing and provides insurance and insurance-related programs primarily to Harley-Davidson dealers and their retail customers. HDFS conducts business principally in the United States and Canada.
Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Harley-Davidson Inc.
If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.
How was this analysis of Harley-Davidson Inc 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: $71.64
Growth: 0.18
Current EPS (TTM): $3.48
P/E: 20
Future EPS Calc: $7.96
Future Stock Price Calc: $159.22
Target stock price: $98.86
I hope that this makes you a better investor. [/s2If]
HMS Holdings Corp ($HMSY) Cautious Buy or Hold to $17 Confident Investor Rating: Fair
2014-05-08
| Company name | HMS Holdings Corp |
| Stock ticker | HMSY |
| Live stock price | [stckqut]HMSY[/stckqut] |
| P/E compared to competitors | Good |
MANAGEMENT EXECUTION
| Employee productivity | Fair |
| Sales growth | Fair |
| EPS growth | Fair |
| P/E growth | Good |
| EBIT growth | Poor |
ANALYSIS
| Confident Investor Rating | Fair |
| Target stock price (TWCA growth scenario) | $11.07 |
| Target stock price (averages with growth) | $17.6 |
| Target stock price (averages with no growth) | $17.81 |
| Target stock price (manual assumptions) | $23.01 |
The following company description is from Google Finance: http://www.google.com/finance?q=hmsy
HMS Holdings Corp. (HMS) provides cost containment services to Government and private healthcare payers and sponsors. Its services ensure that healthcare claims are paid correctly, and its coordination of benefits services ensure that they are paid by the responsible party. Together, these services help clients recover amounts from liable third parties; prevent future improper payments; reduce fraud, waste and abuse; and ensure regulatory compliance. Its clients are the Centers for Medicare & Medicaid Services (CMS); state Medicaid agencies; commercial health plans, including Medicaid managed care, Medicare Advantage, and group health lines of business; government and private employers; Pharmacy Benefit Managers (PBMs); child support agencies; the Veterans Health Administration (VHA); and other healthcare payers and sponsors. In December 2012, the Company acquired the assets and liabilities of MRM, which provides Workers’ Compensation recovery services for commercial health plans.
Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in HMS Holdings Corp as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I am going to remove HMS Holdings from my Watch List.
If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.
How was this analysis of HMS Holdings Corp 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: $16.31
Growth: 0.18
Current EPS (TTM): $0.45
P/E: 36
Future EPS Calc: $1.02
Future Stock Price Calc: $37.06
Target stock price: $23.01
I hope that this makes you a better investor. [/s2If]
Herbalife Ltd. ($HLF) Possible Buy to $82 Confident Investor Rating: Good
2014-05-08
| Company name | Herbalife Ltd. |
| Stock ticker | HLF |
| Live stock price | [stckqut]HLF[/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) | $95.25 |
| Target stock price (averages with growth) | $101.04 |
| Target stock price (averages with no growth) | $49.22 |
| Target stock price (manual assumptions) | $84.21 |
The following company description is from Google Finance: http://www.google.com/finance?q=hlf
Herbalife Ltd. is a global nutrition company. The Company sells weight management, healthy meals and snacks, sports and fitness, energy and targeted nutritional products as well as personal care products. It distributes and sells its products through a network of independent distributors, using the direct selling channel. The Company categorizes its science-based products into four principal groups: weight management, targeted nutrition, energy, sports & fitness and Outer Nutrition. As of December 31, 2012, it sold its products in 88 countries to and through a network of approximately 3.2 million independent distributors. In China, in order to comply with local laws and regulations, it sells its products through, sales representatives, sales officers, independent service providers and in retail stores. On December 31, 2012, the Company acquired a manufacturing facility in Winston-Salem, North Carolina.
Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Herbalife Ltd. as long as the price is correct. Most of the fundamentals of Herbalife Ltd. are good, in fact the company ranks as a Good company, but there are some concerns with the legal problems with the company. For this reason, I am removing the stock from my Watch List.
If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor. You can review the best companies that I have found (and I probably invest my own money in most of these companies) in my Watch List.
How was this analysis of Herbalife Ltd. 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: $61.63
Growth: 0.18
Current EPS (TTM): $4.56
P/E: 13
Future EPS Calc: $10.43
Future Stock Price Calc: $135.61
Target stock price: $84.2
I hope that this makes you a better investor. [/s2If]