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Company name Domino’s Pizza, Inc.
Stock ticker DPZ
Live stock price [stckqut]DPZ[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $390.96
Target stock price (averages with growth) $364.91
Target stock price (averages with no growth) $364.91
Target stock price (manual assumptions) $357.23

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/dpz

Domino’s Pizza, Inc., incorporated on July 30, 2002, is a pizza restaurant chain company. As of January 1, 2017, the Company operated in over 13,800 locations in over 85 markets around the world. The Company operates through three segments: domestic stores, international franchise and supply chain. Its basic menu features pizza products in various sizes and crust types. Its stores also offer oven-baked sandwiches, pasta, boneless chicken and wings, bread side items, desserts and soft drink products. International markets vary toppings by country and culture, such as squid toppings in Japan or spicy cheese in India, and feature regional specialty items, such as a banana and cinnamon dessert pizza in Brazil.

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Domino’s Pizza, Inc. as long as the price is correct and the indicators that I describe in my book The Confident Investor are favorable. 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 Domino’s Pizza, 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: $277.73
  • Growth: 0.16
  • Current EPS (TTM): $8.56
  • P/E: 32
  • Future EPS Calc: $17.97
  • Future Stock Price Calc: $575.32
  • Target stock price: $357.23

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

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Stock ticker Stock name Last Close Recommendation
AAPL Apple Inc. $178.2300 Very Concerned, may need to wait
ABMD ABIOMED, Inc. $269.4000 Possible Buy or Hold, but some concerns
ADBE Adobe Systems Incorporated $278.2500 Very Concerned, may need to wait
ALGN Align Technology, Inc. $304.8100 Very Concerned, may need to wait
ALXN Alexion Pharmaceuticals, Inc. $125.0000 Very Concerned, may need to wait
AMAT Applied Materials, Inc. $39.0100 Very Concerned, may need to wait
AMN AMN Healthcare Services, Inc. $49.6200 Very Concerned, may need to wait
AMZN Amazon.com, Inc. $1836.4300 Very Concerned, may need to wait
ANET Arista Networks Inc $253.3400 Very Concerned, may need to wait
AVGO Broadcom Inc $254.4800 Very Concerned, may need to wait
BABA Alibaba Group Holding Ltd $154.8100 Very Concerned, may need to wait
BKNG Booking Holdings Inc $1685.8000 Very Concerned, may need to wait
CBPO China Biologic Products Holdings Inc $89.9300 Very Concerned, may need to wait
COHR Coherent, Inc. $113.7200 Very Concerned, may need to wait
CRUS Cirrus Logic, Inc. $38.0500 Very Concerned, may need to wait
CVGW Calavo Growers, Inc. $92.3200 Very Concerned, may need to wait
DPZ Domino’s Pizza, Inc. $280.7300 Very Concerned, may need to wait
EA Electronic Arts Inc. $93.5000 Very Concerned, may need to wait
FB Facebook, Inc. Common Stock $184.3100 Very Concerned, may need to wait
GOOGL Alphabet Inc Class A $1139.5600 Very Concerned, may need to wait
GTN Gray Television, Inc. $18.2100 Very Concerned, may need to wait
HSKA Heska Corp $76.1200 Very Concerned, may need to wait
HZO MarineMax Inc $15.9100 Very Concerned, may need to wait
IBP Installed Building Products Inc $53.1400 Very Concerned, may need to wait
ILMN Illumina, Inc. $313.0000 Possible Buy or Hold, but some concerns
JAZZ Jazz Pharmaceuticals PLC $133.2500 Very Concerned, may need to wait
KNX Knight-Swift Transportation Holdings Inc $29.6600 Very Concerned, may need to wait
LGIH LGI Homes Inc $69.8900 Very Concerned, may need to wait
LRCX Lam Research Corporation $178.9200 Very Concerned, may need to wait
LULU Lululemon Athletica inc. $173.5500 Very Concerned, may need to wait
MA Mastercard Inc $253.4300 Concerned, but watch close as good things may happen soon
MEI Methode Electronics Inc. $26.3900 Very Concerned, may need to wait
MKSI MKS Instruments, Inc. $74.1800 Very Concerned, may need to wait
MKTX MarketAxess Holdings Inc. $281.0700 Very Concerned, may need to wait
MTZ MasTec, Inc. $46.3500 Very Concerned, may need to wait
MU Micron Technology, Inc. $32.9400 Very Concerned, may need to wait
NFLX Netflix, Inc. $354.7800 Some Concerns, may need to wait
NSP Insperity Inc $115.0700 Some Concerns, may need to wait
NVDA NVIDIA Corporation $143.3300 Very Concerned, may need to wait
NXST Nexstar Media Group Inc $105.0900 Some Concerns, may need to wait
PATK Patrick Industries, Inc. $43.1000 Very Concerned, may need to wait
PYPL Paypal Holdings Inc $111.7400 Concerned, but watch close as good things may happen soon
REGN Regeneron Pharmaceuticals Inc $307.9300 Very Concerned, may need to wait
SBUX Starbucks Corporation $75.7000 Very Concerned, may need to wait
STZ Constellation Brands, Inc. Class A $194.2400 Very Concerned, may need to wait
SUI Sun Communities Inc $125.7300 Strong Buy or Hold
SWKS Skyworks Solutions Inc $68.0100 Very Concerned, may need to wait
TGS Transportadora de Gas del Sur SA (ADR) $12.7300 Strong Buy or Hold
THRM Gentherm Inc $39.1900 Very Concerned, may need to wait
TMUS T-Mobile Us Inc $75.9100 Very Concerned, may need to wait
TNET TriNet Group Inc $62.2300 Strong Buy or Hold
ULTA Ulta Beauty Inc $334.8500 Very Concerned, may need to wait
UNH UnitedHealth Group Inc $242.0600 Concerned, but watch close as good things may happen soon
V Visa Inc $163.7100 Concerned, but watch close as good things may happen soon
WCG WellCare Health Plans, Inc. $271.7200 Very Concerned, may need to wait

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Company name Calavo Growers, Inc.
Stock ticker CVGW
Live stock price [stckqut]CVGW[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $142.33
Target stock price (averages with growth) $108.96
Target stock price (averages with no growth) $108.96
Target stock price (manual assumptions) $115.7

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/cvgw

Calavo Growers, Inc., incorporated on January 5, 2001, operates in the avocado industry. The Company provides value-added fresh food. The Company distributes its products both domestically and internationally. It operates in three business segments: Fresh products, Calavo Foods and Renaissance Food Group, LLC (RFG). The Company is engaged in marketing and distributing avocados, prepared avocados and other perishable foods, which allows it to deliver an array of fresh and prepared food products to food distributors, produce wholesalers, supermarkets, convenience stores, and restaurants on a worldwide basis. The Company procures avocados principally from California and Mexico. Through its various operating facilities, the Company sorts, packs, and/or ripens avocados, tomatoes and/or Hawaiian grown papayas; processes and packages fresh cut fruit and vegetables, salads, wraps, sandwiches, fresh snacking products and a range of behind-the-glass deli items, and produces and packages guacamole and salsa.

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Calavo Growers, Inc. as long as the price is correct and the indicators that I describe in my book The Confident Investor are favorable. 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 Calavo Growers, 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: $92.32
  • Growth: 0.15
  • Current EPS (TTM): $1.93
  • P/E: 48
  • Future EPS Calc: $3.88
  • Future Stock Price Calc: $186.33
  • Target stock price: $115.69

[/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 Poor
EPS growth Good
P/E growth Good
EBIT growth Poor

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $41.38
Target stock price (averages with growth) $44.41
Target stock price (averages with no growth) $44.41
Target stock price (manual assumptions) $41.54

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/crus

Cirrus Logic, Inc., incorporated on August 26, 1998, 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 products span the entire audio signal chain, from capture to playback, providing products for a range of smartphones, tablets, digital headsets, wearables and smart home applications. 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.

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Cirrus Logic, Inc. as long as the price is correct and the indicators that I describe in my book The Confident Investor are favorable. 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 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: $38.05
  • Growth: 0.12
  • Current EPS (TTM): $1.46
  • P/E: 26
  • Future EPS Calc: $2.57
  • Future Stock Price Calc: $66.89
  • Target stock price: $41.53

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

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Company name Criteo SA
Stock ticker CRTO
Live stock price [stckqut]CRTO[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $29.65
Target stock price (averages with growth) $17.16
Target stock price (averages with no growth) $17.16
Target stock price (manual assumptions) $20.56

 

The following company description is from Reuters: https://www.reuters.com/finance/stocks/company-profile/crto

Criteo S.A., incorporated on October 19, 2005, is a global technology company specializing in digital performance marketing. The Company’s solution consists of the Criteo Engine, the Company’s data assets, access to inventory, and its advertiser and publisher platforms. The Criteo Engine consists of various machine learning algorithms, such as prediction, recommendation, bidding and creative algorithms and the global hardware and software infrastructure. The Company operates in approximately 90 countries through a network of over 30 international offices located in Europe, the Americas and the Asia-Pacific region. The Criteo Engine delivers advertisements through multiple marketing channels and formats, including display advertising banners, native advertising banners and marketing messages delivered to opt-in e-mail addresses. Advertisements are delivered on all devices and screens, including Web browsers on desktops and laptops, mobile Web browsers on smartphones and tablets, as well as mobile applications.

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Criteo SA as long as the price is correct and the indicators that I describe in my book The Confident Investor are favorable. Most of the fundamentals of this company are good but there are some concerns. I am removing Criteo from my Watch List as there are better companies for me to invest in.

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 Criteo SA 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: $19.17
  • Growth: 0.11
  • Current EPS (TTM): $1.31
  • P/E: 15
  • Future EPS Calc: $2.2
  • Future Stock Price Calc: $33.11
  • Target stock price: $20.55

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