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Company name Facebook, Inc. Common Stock
Stock ticker FB
Live stock price [stckqut]FB[/stckqut]
P/E compared to competitors Fair

 

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good
Price growth Good
R&D growth Good
Income growth Good
Assets growth Good
Return on Assets 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) $356.61
Target stock price (averages with growth) $335.89
Target stock price (averages with no growth) $315.83
Target stock price (manual assumptions) $294.54

 

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

Facebook, Inc. develops products that enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality headsets, and in-home devices worldwide. The company’s products include Facebook that enables people to connect, share, discover, and communicate with each other on mobile devices and personal computers; Instagram, a community for sharing photos, videos, and private messages; Messenger, a messaging application for people to connect with friends, family, groups, and businesses across platforms and devices; and WhatsApp, a messaging application that is used by people and businesses to communicate in a private way. It also provides Oculus, a hardware, software, and developer ecosystem, which allows people to come together and connect with each other through its Oculus virtual reality products. Facebook, Inc. was founded in 2004 and is headquartered in Menlo Park, California.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Facebook, Inc. Common Stock 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 Facebook, Inc. Common Stock 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: $230.75
  • Growth: 0.1879
  • Current EPS (TTM): $6.745
  • P/E: 29.7321716322261
  • Future EPS Calc: $15.95
  • Future Stock Price Calc: $474.35
  • Target stock price: $294.54

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

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

 

MANAGEMENT EXECUTION

Employee productivity Good
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
Price growth Fair
R&D growth Good
Income growth Good
Assets growth Good
Return on Assets 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) $103.37
Target stock price (averages with growth) $53.56
Target stock price (averages with no growth) $64.94
Target stock price (manual assumptions) $84.31

 

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

Evercore Inc., together with its subsidiaries, operates as an independent investment banking advisory firm in the United States, Europe, Latin America, and internationally. It operates through two segments, Investment Banking and Investment Management. The Investment Banking segment offers advisory services on mergers, acquisitions, divestitures, leveraged buyouts, restructurings, shareholder activism and defense, and related corporate finance matters; and services related to securities underwriting, private placement services, and commissions for agency-based equity trading services and equity research. This segment also provides restructuring advice to companies in financial transition, as well as to creditors, shareholders, and potential acquirers; and macroeconomic, policy, and fundamental equity research and agency-based equity securities trading for institutional investors. In addition, it engages in the provision of capital markets advisory services and advisory services focused on secondary transactions for private funds interests; and raising funds for financial sponsors. The Investment Management segment offers investment advisory, wealth management, and fiduciary services for high net-worth individuals and related entities; and institutional asset management services, including financial assets management services for institutional investors. It also holds interests in private equity funds; and provides trust services. The company was formerly known as Evercore Partners Inc. and changed its name to Evercore Inc. in August 2017. Evercore Inc. was founded in 1995 and is headquartered in New York, New York.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Evercore 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 Evercore 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: $66.89
  • Growth: 0.18
  • Current EPS (TTM): $6.37
  • P/E: 9.31784197138279
  • Future EPS Calc: $14.57
  • Future Stock Price Calc: $135.78
  • Target stock price: $84.31

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

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

 

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $99.22
Target stock price (averages with growth) $85.54
Target stock price (averages with no growth) $97.55
Target stock price (manual assumptions) $94.09

 

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

Calavo Growers, Inc. markets and distributes avocados, prepared avocados, and other perishable foods to retail grocery and foodservice customers, club stores, mass merchandisers, food distributors, and wholesale customers worldwide. It operates in three segments: Fresh Products, Calavo Foods, and Renaissance Food Group (RFG). The Fresh products segment distributes avocados and other fresh produce products; and procures avocados grown in California, Mexico, and Peru, as well as various other commodities, including tomatoes and papayas. The Calavo Foods segment is involved in purchasing, manufacturing, and distributing prepared avocado products, including guacamole and salsa. The RFG segment manufactures and distributes fresh-cut fruits and vegetables, fresh prepared entrée salads, wraps, sandwiches, and fresh snacking products, as well as ready-to-heat entrees, other hot bar and various deli items, meals kits and related components, and salad kits. The company offers its products under the Calavo and RFG brands, and related logos; and Avo Fresco, Bueno, Calavo Gold, Calavo Salsa Lisa, Salsa Lisa, Celebrate the Taste, El Dorado, Fresh Ripe, Select, Taste of Paradise, The First Name in Avocados, Tico, Mfresh, Maui Fresh International, Triggered Avocados, ProRipeVIP, RIPE NOW!, Garden Highway Fresh Cut, Garden Highway, and Garden Highway Chef Essentials trademarks. Calavo Growers, Inc. was founded in 1924 and is headquartered in Santa Paula, California.

 

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: $64.33
  • Growth: 0.181
  • Current EPS (TTM): $1.89833333333333
  • P/E: 34.7452325752678
  • Future EPS Calc: $4.36
  • Future Stock Price Calc: $151.53
  • Target stock price: $94.09

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

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

 

MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Good
EBIT growth Good
Price growth Good
R&D growth Good
Income growth Good
Assets growth Good
Return on Assets 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) $476.91
Target stock price (averages with growth) $1344.92
Target stock price (averages with no growth) $776.67
Target stock price (manual assumptions) $693.09

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

Broadcom Inc. designs, develops, and supplies a range of semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. The company operates through three segments: Semiconductor Solutions, Infrastructure Software, and Intellectual Property licensing. It provides set-top box system-on-chips (SoCs); cable, digital subscriber line, and passive optical networking central office/consumer premise equipment SoCs; Wireless local area network access point SoCs; Ethernet switching and routing application specific standard products; embedded processors and controllers; serializer/deserializer application specific integrated circuits; optical and copper, and physical layers; and fiber optic laser and receiver components. The company also offers RF front end modules, filters, and power amplifiers; Wi-Fi, Bluetooth, and global positioning system/global navigation satellite system SoCs; custom touch controllers; serial attached small computer system interface, and redundant array of independent disks controllers and adapters; peripheral component interconnect express switches; fiber channel host bus adapters; read channel based SoCs; custom flash controllers; preamplifiers; and optocouplers, industrial fiber optics, motion control encoders and subsystems, and light emitting diodes. In addition, it provides mainframe and enterprise software solution and cybersecurity solutions. Its products are used in various applications, including enterprise and data center networking, home connectivity, set-top boxes, broadband access, telecommunication equipment, smartphones and base stations, data center servers and storage systems, factory automation, power generation and alternative energy systems, and electronic displays. Broadcom Inc. was incorporated in 2018 and is headquartered in San Jose, California.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Broadcom 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 Broadcom 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: $308.89
  • Growth: 0.1745
  • Current EPS (TTM): $9.74
  • P/E: 51.277626877296
  • Future EPS Calc: $21.76
  • Future Stock Price Calc: $1116.22
  • Target stock price: $693.08

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

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Company name Arista Networks Inc
Stock ticker ANET
Live stock price [stckqut]ANET[/stckqut]
P/E compared to competitors Fair


MANAGEMENT EXECUTION

Employee productivity Poor
Sales growth Good
EPS growth Good
P/E growth Poor
EBIT growth Good
Price growth Good
R&D growth Fair
Income growth Good
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 Good
Target stock price (TWCA growth scenario) $353.29
Target stock price (averages with growth) $207.18
Target stock price (averages with no growth) $216.48
Target stock price (manual assumptions) $258.66

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

Arista Networks, Inc. develops, markets, and sells cloud networking solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company’s cloud networking solutions consist of extensible operating systems, a set of network applications, as well as gigabit Ethernet switching and routing platforms, including universal leaf, spline, and universal spine products. It also provides post contract customer support services, such as technical support, hardware repair and parts replacement beyond standard warranty, bug fix, patch, and upgrade services. The company serves a range of industries comprising Internet companies, service providers, financial services organizations, government agencies, media and entertainment companies, and others. It markets and sells its products through distributors, value-added resellers, system integrators, and original equipment manufacturer partners, as well as through its direct sales force. The company was formerly known as Arastra, Inc. and changed its name to Arista Networks, Inc. in October 2008. Arista Networks, Inc. was founded in 2004 and is headquartered in Santa Clara, California.

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Arista Networks 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 Arista Networks 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: $228.66
  • Growth: 0.18
  • Current EPS (TTM): $8.52833333333333
  • P/E: 21.3512203277157
  • Future EPS Calc: $19.51
  • Future Stock Price Calc: $416.57
  • Target stock price: $258.66

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