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Company name eBay Inc
Stock ticker EBAY
Live stock price [stckqut]EBAY[/stckqut]
Confident Investor Rating Poor

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

eBay Inc., is a global technology company. The Company enables commerce through three reportable segments: Marketplaces, Payments, and GSI. The Company by providing online platforms, tools and services to help individuals and small, medium and merchants around the globe engage in online and mobile commerce and payments, the Company can facilitate transactions. The Company also generates revenue through marketing services, classifieds and advertising. The Company has also created an open source platform that provides software developers and merchants access to its applications programming interfaces (APIs), to develop software and solutions for commerce. Its developer community includes more than 800,000 members. In December 2013, the Company announced that it has completed the acquisition of acquisition of Braintree. Effective February 19, 2014, eBay Inc acquired PhiSix Inc.
Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in eBay Inc. It is not possible to confidently invest in a company that is not currently profitable. I am removing eBay from my Watch List.
If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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I am currently going through my Watch List to ensure that each company still deserves to be on the list. Because of the number of companies on my list, I am going to try to knock out 2 per weekday.

Company name Atlas Pipeline Partners, L.P.
Stock ticker APL
Live stock price [stckqut]APL[/stckqut]
Confident Investor Rating Poor

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

Atlas Pipeline Partners, L.P. is a provider of natural gas gathering and processing services in the Anadarko and Permian Basins located in the southwestern and mid-continent regions of the United States; a provider of natural gas gathering services in the Appalachian Basin in the northeastern region of the United States and a provider of natural gas liquid (NGL) transportation services in the southwestern region of the United States. Its general partner, Atlas Pipeline Partners GP, LLC (Atlas Pipeline GP), manages its operations and activities through its ownership of its general partner interest. Atlas Pipeline GP is a wholly owned subsidiary of Atlas Energy, L.P, as well as the 2% general partner interest. In May 2013, Atlas Pipeline Partners LP acquired the entire share capital of TEAK Midstream LLC from NGP Energy Capital Management LLC.
Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Atlas Pipeline Partners, L.P. It is not possible to confidently invest in a company that is not currently profitable. I am removing the company from my Watch List.
If you would like to understand how to evaluate companies like I do on this site, please read my book, The Confident Investor.

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Company name Celsius Holdings, Inc.
Stock ticker CELH
Live stock price [stckqut]CELH[/stckqut]
Confident Investor Rating Poor

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

Celsius Holdings, Inc. is engaged in the development, marketing, sale and distribution of functional calorie-burning beverages under the Celsius brand name. The Company focuses to combine nutritional science with mainstream beverages by using its thermogenic (calorie-burning) MetaPlus formulation. The Company does not directly manufacture its beverages, but instead outsource the manufacturing process to established third-party co-packers. The Company provides its co-packers with flavors, ingredient blends, cans and other raw materials for its beverages purchased by the Company from various suppliers. Celsius, Inc. and Elite FX, Inc. are the wholly owned subsidiaries of the Company.

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Celsius Holdings, Inc. 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.

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $66.71
Target stock price (averages with growth) $95.07
Target stock price (averages with no growth) $93.33
Target stock price (manual assumptions) $70.68

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

CACI International Inc (CACI), is an simulation technology company. The Company serves clients in the United States federal government and commercial markets, primarily throughout North America and internationally on behalf of United States customers, as well as in the United Kingdom and the Netherlands. The Company delivers information solutions and services to its clients. The Company’s primary customers are agencies of the United States government. The Company operates two units: domestic operations and international operations. Its services are primarily targeted to the areas of defense, intelligence, homeland security and IT modernization. In July 2011, it acquired Pangia Technologies, LLC. In January 2013, the Company acquired IDL Solutions, Inc. In November 2013, CACI International Inc acquired Six3 Systems, Inc.

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in CACI International Inc.

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

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(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: $75.74

Growth: 0.1

Current EPS (TTM): $5.89

P/E: 12

Future EPS Calc: $9.48

Future Stock Price Calc: $113.83

Target stock price: $70.68

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

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Company name Alon USA Energy, Inc.
Stock ticker ALJ
Live stock price [stckqut]ALJ[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $24.28
Target stock price (averages with growth) $22.63
Target stock price (averages with no growth) $11.39
Target stock price (manual assumptions) $15.68

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

Alon USA Energy, Inc. is an independent refiner and marketer of petroleum products operating primarily in the South Central, Southwestern and Western regions of the United States. The Company’s crude oil refineries are located in Texas, California, Oregon and Louisiana and have a combined throughput capacity of approximately 250,000 barrels per day. The Company’s refineries produce petroleum products including various grades of gasoline, diesel fuel, jet fuel, petrochemicals, petrochemical feedstocks, asphalt, and other petroleum-based products.The Company operates in three segments: refining and unbranded marketing, asphalt and retail and branded marketing.

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Alon USA Energy, Inc.

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

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(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: $15.75

Growth: 0.1

Current EPS (TTM): $0.28

P/E: 56

Future EPS Calc: $0.45

Future Stock Price Calc: $25.25

Target stock price: $15.68

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