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Company name Owens & Minor, Inc.
Stock ticker OMI
Live stock price [stckqut]OMI[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $27.19
Target stock price (averages with growth) $20.93
Target stock price (averages with no growth) $12.87
Target stock price (manual assumptions) $28.4

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

Owens & Minor, Inc. is a provider of third-party logistics (3PL) services to manufacturers and suppliers of healthcare and life-science products. The Company operates in two segments domestic and international. The Company is a Fortune 500 company providing distribution, third-party logistics, and other supply-chain management services to healthcare providers and suppliers of medical and surgical products, and is a national distributor of medical and surgical supplies to the acute-care market in the United States. Its OM HealthCare Logistics (OM HCL) third-party logistics service was launched in 2010 and began offering transportation, warehousing and order-to-cash services to manufacturers. On August 31, 2012, it acquired the Movianto Group (Movianto), an established European third-party-logistics provider.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Owens & Minor, Inc. 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. 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 Owens & Minor, 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(access_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: $35.48
  • Growth: 0.05
  • Current EPS (TTM): $1.28
  • P/E: 28
  • Future EPS Calc: $1.63
  • Future Stock Price Calc: $45.74
  • Target stock price: $28.4

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

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Company name New York Times Co
Stock ticker NYT
Live stock price [stckqut]NYT[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $20.46
Target stock price (averages with growth) $14.85
Target stock price (averages with no growth) $6.83
Target stock price (manual assumptions) $16.66

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

The New York Times Company is a global media organization engaged in creating, collecting and distributing news and information. The Company includes The New York Times, International New York Times, NYTimes.com, INYT.com and related properties. The New York Times is a daily (Monday to Saturday) and Sunday newspaper, and International New York Times is a daily newspaper. The New York Times and the International New York Times reach a broad audience in print, online at NYTimes.com and on other digital platforms, and also deliver content online and across other digital platforms, including mobile and e-reader applications and social networking sites. The NYT and INYT applications are available for a variety of smart phones and tablets.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in New York Times Co 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. 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 New York Times Co 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(access_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: $13.43
  • Growth: 0.15
  • Current EPS (TTM): $0.23
  • P/E: 58
  • Future EPS Calc: $0.46
  • Future Stock Price Calc: $26.83
  • Target stock price: $16.66

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

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Company name Metlife Inc
Stock ticker MET
Live stock price [stckqut]MET[/stckqut]
P/E compared to competitors Good

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) $84.85
Target stock price (averages with growth) $69.44
Target stock price (averages with no growth) $32.04
Target stock price (manual assumptions) $67.18

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

MetLife, Inc. (MetLife) is a provider of life insurance, annuities, employee benefits and asset management. MetLife operates through six segments: Retail; Group, Voluntary & Worksite Benefits; Corporate Benefit Funding; and Latin America (collectively, the Americas); Asia; and Europe, the Middle East and Africa (EMEA). Retail segment is engaged in selling a range of annuities and other insurance products. The Group, Voluntary & Worksite Benefits segment is engaged in insurance protection products and services to individuals and corporations, as well as other institutions and their respective employees. The Corporate Benefit Funding segment provides a range of annuity and investment products for corporates. The Company is involved in providing insurance products to individuals and institutions in the Latin American, Asia and EMEA markets. It also owns the Fairmont Hotel in Washington, D.C., which is located in the West End of the capital next to historic Georgetown.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Metlife 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 Metlife 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(access_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: $54.89
  • Growth: 0.15
  • Current EPS (TTM): $4.89
  • P/E: 11
  • Future EPS Calc: $9.83
  • Future Stock Price Calc: $108.19
  • Target stock price: $67.17

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