Company name Sierra Wireless, Inc. (USA)
Stock ticker SWIR
Live stock price [stckqut]SWIR[/stckqut]
Confident Investor Rating Poor

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

Sierra Wireless, Inc. (Sierra Wireless) is engaged in the development of wireless technologies and solutions. The Company provides wireless solutions for the machine-to-machine (M2M) and mobile computing markets. It develops and markets a range of products that include wireless modems for mobile computers, mobile hotspots, wireless embedded modules and software for original equipment manufacturers (OEMs), intelligent wireless gateway solutions for industrial, commercial and public safety applications, and a platform for delivering device management and end-to-end application services. Sierra Wireless also offers professional services to OEM customers during their product development and launch process. Its products, services and solutions connect people, their mobile computers and machines to wireless voice and data networks worldwide. In April 2013, NETGEAR, Inc. acquired select assets and operations of the Sierra Wireless AirCard business.
Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. It is not possible to confidently invest in a company that is not currently profitable.

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

Company name Encore Wire Corporation
Stock ticker WIRE
Live stock price [stckqut]WIRE[/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 (high) $46.69
Target stock price (low) $13.38

Confident Investor comments: At this time, I think that a Confident Investor can confidently invest in this stock as long as the price is correct.

 

Company name Fortinet Inc
Stock ticker FTNT
Live stock price [stckqut]FTNT[/stckqut]
P/E compared to competitors Fair

 

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Good
EPS growth Fair
P/E growth Poor
EBITDA growth Good
Price growth Good
R&D growth Good
Income growth Good
Assets growth Good
Return on Assets growth Good
Market Capitalization Growth Good
Income / Rev growth Good
TWCA Plus Good
Standard TWCA Good
Weighted ann. stock price increase Good

 

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $206.61
Target stock price (averages with growth) $171.87
Target stock price (averages with no growth) $117.21
Target stock price (manual assumptions) $140.8

 

The following company description is from Yahoo: https://finance.yahoo.com/quote/ftnt/profile?p=ftnt

Fortinet, Inc. provides broad, integrated, and automated cybersecurity solutions worldwide. It offers FortiGate hardware and software licenses that provide various security and networking functions, including firewall, intrusion prevention, anti-malware, virtual private network, application control, Web filtering, anti-spam, and wide area network (WAN) acceleration. The company also provides FortiSwitch product family that offers secure switching solutions for connecting customers end devices; FortiAP product family, which provides secure wireless networking solutions; FortiExtender appliance provides a WAN connection to its FortiGate products; FortiAnalyzer product family, which offers centralized network logging, analyzing, and reporting solutions; and FortiManager product family that provides central and scalable management solution for its FortiGate products. It offers FortiWeb product family provides web application firewall solutions; FortiMail product family that secure email gateway solutions; FortiSandbox technology that delivers proactive detection and mitigation services; and FortiSIEM family of software solutions, which offers a cloud-ready security information and event management solutions, as well as FortiToken and FortiAuthenticator product families for multi-factor authentication to safeguard systems, assets, and data; and FortiNAC product family to implement zero trust network access strategies. The company provides security subscription, technical support, professional, and training services. It sells its security solutions to channel partners and directly to various customers in telecommunications, technology, government, financial services, education, retail, manufacturing, and healthcare industries. Fortinet, Inc. provides its products and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. The company was founded in 2000 and is headquartered in Sunnyvale, California.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Fortinet Inc as long as the indicators that I describe in my book The Confident Investor are favorable.

 

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 Fortinet 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: $133.47
  • Growth: 0.144466666666667
  • Current EPS (TTM): $2.179842
  • P/E: 52.9809300241591
  • Future EPS Calc: $4.27
  • Future Stock Price Calc: $226.75
  • Target stock price: $140.79

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

 

Company name T-Mobile Us Inc
Stock ticker TMUS
Live stock price [stckqut]TMUS[/stckqut]
P/E compared to competitors Fair

 

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Good
EPS growth Poor
P/E growth Good
EBITDA growth Good
Price growth Good
R&D growth Poor
Income growth Poor
Assets growth Good
Return on Assets growth Poor
Income / Rev growth Good
TWCA Plus Good
Standard TWCA Good
Weighted ann. stock price increase Good

 

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $131.74
Target stock price (averages with growth) $669.52
Target stock price (averages with no growth) $85.28
Target stock price (manual assumptions) $114.97

 

The following company description is from Reuters: https://finance.yahoo.com/quote/tmus/profile?p=tmus

T-Mobile US, Inc., through its subsidiaries, provides wireless services for branded postpaid and prepaid, and wholesale customers in the United States, Puerto Rico, and the United States Virgin Islands. The company offers voice, messaging, and data services. It also provides wireless devices, including smartphones, wearables, tablets, and other mobile communication devices, as well as accessories; and wirelines services. The company offers its services under the T-Mobile, Metro by T-Mobile, and Sprint brands. The company was founded in 1994 and is headquartered in Bellevue, Washington.

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in T-Mobile Us 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 T-Mobile Us 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: $110.44
  • Growth: 0.109993776413104
  • Current EPS (TTM): $4.07
  • P/E: 27
  • Future EPS Calc: $6.85
  • Future Stock Price Calc: $185.16
  • Target stock price: $114.97

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

 

Company name Skyworks Solutions Inc
Stock ticker SWKS
Live stock price [stckqut]SWKS[/stckqut]
P/E compared to competitors Good

 

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Poor
EPS growth Good
P/E growth Good
EBITDA growth Poor
Price growth Fair
R&D growth Fair
Income growth Good
Assets growth Good
Return on Assets growth Good
Income / Rev growth Poor
TWCA Plus Good
Standard TWCA Good
Weighted ann. stock price increase Good

 

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $195.3
Target stock price (averages with growth) $163.25
Target stock price (averages with no growth) $124.94
Target stock price (manual assumptions) $135.51

 

The following company description is from Reuters: https://finance.yahoo.com/quote/swks/profile?p=swks

Skyworks Solutions, Inc., together with its subsidiaries, designs, develops, manufactures, and markets proprietary semiconductor products, including intellectual property worldwide. Its product portfolio includes amplifiers, antenna tuners, attenuators, circulators/isolators, DC/DC converters, demodulators, detectors, diodes, directional couplers, diversity receive modules, filters, front-end modules, hybrids, LED drivers, low noise amplifiers, mixers, modulators, optocouplers/optoisolators, phase locked loops, phase shifters, power dividers/combiners, receivers, switches, synthesizers, technical ceramics, voltage controlled oscillators/synthesizers, and voltage regulators, as well as wireless radio integrated circuits. The company provides its products for use in the aerospace, automotive, broadband, cellular infrastructure, connected home, industrial, medical, military, smartphone, tablet, and wearable markets. It sells its products through direct sales force, electronic component distributors, and independent sales representatives. The company was founded in 1962 and is headquartered in Irvine, California.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Skyworks Solutions 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 Skyworks Solutions 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: $126.41
  • Growth: 0.145
  • Current EPS (TTM): $5.065929
  • P/E: 21.8908716449913
  • Future EPS Calc: $9.96
  • Future Stock Price Calc: $218.24
  • Target stock price: $135.51

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