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Company name Cavco Industries, Inc.
Stock ticker CVCO
Live stock price [stckqut]CVCO[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $227.95
Target stock price (averages with growth) $226.65
Target stock price (averages with no growth) $102.76
Target stock price (manual assumptions) $206.69

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

Cavco Industries, Inc. designs and produces factory-built homes. The Company operates through two segments: factory-built housing, which includes wholesale and retail systems-built housing operations, and financial services, which includes manufactured housing consumer finance and insurance. Its factory-built homes are primarily distributed through a network of independent and the Company-owned retailers, planned community operators and residential developers. It markets its products under the brands, including Cavco Homes, Fleetwood Homes, Palm Harbor Homes, Fairmont Homes and Chariot Eagle. It is also a builder of park model recreational vehicle (RVs), vacation cabins and systems-built commercial structures, as well as modular homes built primarily under the Nationwide Homes brand. It also produces a range of Cape Cod-style homes and multi-family units, and builds commercial modular structures, including apartment buildings, schools and housing for the United States military troops.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Cavco Industries, 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 Cavco Industries, 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: $147.55
  • Growth: 0.18
  • Current EPS (TTM): $4.85
  • P/E: 30
  • Future EPS Calc: $11.09
  • Future Stock Price Calc: $332.86
  • Target stock price: $206.68

[/s2If]
I hope that this makes you a Confident Investor.

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Company name Cirrus Logic, Inc.
Stock ticker CRUS
Live stock price [stckqut]CRUS[/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) $82.4
Target stock price (averages with growth) $91.5
Target stock price (averages with no growth) $42.07
Target stock price (manual assumptions) $79.35

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

Cirrus Logic, Inc. is engaged in providing integrated circuits (ICs) for audio and voice signal processing applications. The Company develops analog and mixed-signal ICs for a range of customers. The Company offers two product lines: Portable Audio, and Non-Portable Audio and Other. The Company’s primary facility housing engineering, sales and marketing, and administration functions is located in Austin, Texas. The Company offers products through both direct and indirect sales channels across the world. The Company’s portable audio products include analog and mixed-signal components designed for mobile devices including smartphones, tablets, digital headsets, wearables, smart accessories and portable media players. Its non-portable audio and other products include analog and mixed-signal components targeting the consumer market, including smart home applications, and the automotive, energy and industrial markets.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Cirrus Logic, 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 Cirrus Logic, 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: $53.32
  • Growth: 0.2
  • Current EPS (TTM): $4.28
  • P/E: 12
  • Future EPS Calc: $10.65
  • Future Stock Price Calc: $127.8
  • Target stock price: $79.35

[/s2If]
I hope that this makes you a Confident Investor.

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Symbol Stock Price change today
TRN Trinity Industries Inc. 10.69%
CBPO CHINA BIOLOGIC SHS 3.63%
REGN Regeneron Pharmaceuticals Inc. 3.38%
HSKA Heska Corporation 3.30%
CRUS Cirrus Logic Inc. 3.21%
MEI Methode Electronics Inc. 1.53%
COF Capital One Financial Corporati 1.49%
CVCO Cavco Industries Inc. 1.49%
PCLN The Priceline Group Inc. 1.46%
TMO Thermo Fisher Scientific Inc 1.24%
LNCE Snyder’s-Lance Inc. 1.10%
THRM Gentherm Inc 1.08%
IDXX IDEXX Laboratories Inc. 1.08%
MCK McKesson Corporation 1.07%
SAM Boston Beer Company Inc. (The) 1.02%
LULU lululemon athletica inc. 0.93%
MRK Merck & Company Inc. (new) 0.81%
ABMD ABIOMED Inc. 0.75%
DPZ Domino’s Pizza Inc 0.73%
HOG Harley-Davidson Inc. 0.71%
EW Edwards Lifesciences Corporatio 0.62%
HZO MarineMax Inc. (FL) 0.60%
BABA Alibaba Group Holding Limited A 0.52%
ALGN Align Technology Inc. 0.51%
ALXN Alexion Pharmaceuticals Inc. 0.45%
UA Under Armour Inc. Class C 0.40%
BWLD Buffalo Wild Wings Inc. 0.38%
SWKS Skyworks Solutions Inc. 0.37%
MET MetLife Inc. 0.37%
SUI Sun Communities Inc. 0.20%
SBUX Starbucks Corporation 0.19%
NVDA NVIDIA Corporation 0.13%
AMAT Applied Materials Inc. -0.02%
STZ Constellation Brands Inc. -0.05%
AAPL Apple Inc. -0.20%
MNST Monster Beverage Corporation -0.20%
AMZN Amazon.com Inc. -0.22%
GTN Gray Communications Systems In -0.32%
EXR Extra Space Storage Inc -0.40%
GOOGL Alphabet Inc. -0.64%
GWR Genesee & Wyoming Inc. Class A -0.66%
AYI Acuity Brands Inc (Holding Comp -0.70%
FB Facebook Inc. -0.82%
ULTA Ulta Beauty Inc. -1.00%
HDSN Hudson Technologies Inc. -1.41%
MIDD The Middleby Corporation -1.68%
NFLX Netflix Inc. -2.39%

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Company name Capital One Financial Corp.
Stock ticker COF
Live stock price [stckqut]COF[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $130.9
Target stock price (averages with growth) $111.05
Target stock price (averages with no growth) $52.26
Target stock price (manual assumptions) $102.81

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

Capital One Financial Corporation is a diversified financial services holding company. The Company, along with its subsidiaries, offers a range of financial products and services to consumers, small businesses and commercial clients through branches, the Internet and other distribution channels. The Company’s segments include Credit Card, Consumer Banking, Commercial Banking and Other. The Credit Card segment consists of its domestic consumer and small business card lending, and the international card lending businesses in Canada and the United Kingdom. The Consumer Banking segment consists of its branch-based lending and deposit gathering activities for consumers and small businesses, national deposit gathering, national auto lending and consumer home loan lending and servicing activities. The Commercial Banking consists of its lending, deposit gathering and treasury management services to commercial real estate, and commercial and industrial customers.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Capital One Financial Corp. 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 Capital One Financial 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(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: $84.66
  • Growth: 0.15
  • Current EPS (TTM): $6.86
  • P/E: 12
  • Future EPS Calc: $13.79
  • Future Stock Price Calc: $165.57
  • Target stock price: $102.8

[/s2If]
I hope that this makes you a Confident Investor.

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Company name China Biologic Products Holdings, Inc.
Stock ticker CBPO
Live stock price [stckqut]CBPO[/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) $446.11
Target stock price (averages with growth) $274.
Target stock price (averages with no growth) $74.45
Target stock price (manual assumptions) $142.39

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in China Biologic Products Holdings, 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 China Biologic Products Holdings, 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: $92.27
  • Growth: 0.2
  • Current EPS (TTM): $3.84
  • P/E: 24
  • Future EPS Calc: $9.55
  • Future Stock Price Calc: $229.32
  • Target stock price: $142.39

[/s2If]
I hope that this makes you a Confident Investor.