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IBM International Business Machines

Company name International Business Machines Corp.
Stock ticker IBM
Live stock price [stckqut]IBM[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $140.82
Target stock price (averages with growth) $184.37
Target stock price (averages with no growth) $185.92
Target stock price (manual assumptions) $165.02

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

International Business Machines Corporation (IBM) is an information technology (IT) company. IBM operates in five segments: Global Technology Services (GTS), Global Business Services (GBS), Software, Systems and Technology and Global Financing. GTS primarily provides IT infrastructure services and business process services. GBS provides professional services and application management services. Software consists primarily of middleware and operating systems software. Systems and Technology provides clients with business solutions requiring advanced computing power and storage capabilities. In October 2013, International Business Machines Corporation acquired Xtify Inc. In October 2013, the Company announced that it has completed the acquisition of The Now Factory, a privately held provider of analytics software that helps communications service providers (CSPs) deliver better customer experiences and drive new revenue opportunities.

 

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

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: $179.68

Growth: 0.08

Current EPS (TTM): $14.47

P/E: 12.5

Future EPS Calc: $21.26

Future Stock Price Calc: $265.76

Target stock price: $165.01

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

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Company name Laboratory Corp. of America Holdings
Stock ticker LH
Live stock price [stckqut]LH[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $82.57
Target stock price (averages with growth) $107.3
Target stock price (averages with no growth) $100.49
Target stock price (manual assumptions) $88.75

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

Laboratory Corporation of America Holdings is a clinical laboratory company in the United States. Through a national network of laboratories, the Company offers a range of testing services used by the medical profession in routine testing, patient diagnosis, and in the monitoring and treatment of disease. In addition, it has developed specialty and niche operations based on certain types of specialized testing capabilities and client requirements, such as oncology testing, human immunodeficiency virus (HIV) genotyping and phenotyping, diagnostic genetics and clinical research trials. It processes tests on approximately 470,000 patient specimens daily and provides clinical laboratory testing services in all 50 states, the District of Columbia, Puerto Rico, Belgium, Japan, the United Kingdom, China, Singapore and three provinces in Canada.

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Laboratory Corp. of America Holdings.

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: $101.85

Growth: 0.08

Current EPS (TTM): $6.08

P/E: 16

Future EPS Calc: $8.93

Future Stock Price Calc: $142.93

Target stock price: $88.75

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

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Company name Pick-Ups Plus, Inc.
Stock ticker PUPS
Live stock price [stckqut]PUPS[/stckqut]
Confident Investor Rating Poor

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

Pickups Plus, Inc. is a franchisor, wholesaler, retailer and installer of accessories for trucks and sports utility vehicles (SUVs). As of December 31, 2005, the Company has five operating franchised stores that are located in Texas, Ohio, Kentucky and Illinois. Pickups Plus operates two Company-owned stores located in the Cincinnati, Ohio area. The stores operate under the Auto Appearance Center name. In April 2004, the Company acquired Auto Preservation, Inc., which operates as a wholly owned subsidiary. Auto Preservation has two operating centers in the Cincinnati market providing automotive dealerships in this market a single source solution for their new vehicle prep, environmental protection packages, pickup truck and SUV accessories and detail and reconditioning sales and services. Auto Preservation processed over 15,000 vehicles for automotive dealerships in 2005.

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Pick-Ups Plus, 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 General Growth Properties Inc
Stock ticker GGP
Live stock price [stckqut]GGP[/stckqut]
Confident Investor Rating Poor

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

General Growth Properties, Inc. is a real estate investment trust (REIT). The Company owns or with joint venture partners 144 regional malls (126 domestic and 18 in Brazil) consists of approximately 135 million square feet. The Company is engaged in ownership, operation, management and selective re-development of its Consolidated Properties and Unconsolidated Properties, which are primarily regional malls. As of December 31, 2012, the Company’s segment was consists of 126 regional malls in the United States and 18 malls in Brazil, eight strip centers totaling 1.6 million square feet, primarily in the Western region of the United States, as well as seven stand-alone office buildings totaling 0.9 million square feet, concentrated in Columbia, Maryland.

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in General Growth Properties 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 FLIR Systems, Inc.
Stock ticker FLIR
Live stock price [stckqut]FLIR[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $22.62
Target stock price (averages with growth) $34.73
Target stock price (averages with no growth) $35.37
Target stock price (manual assumptions) $24.92

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

FLIR Systems, Inc. (FLIR), is a designer, manufacturer, and marketer of thermal imaging systems. The Company’s advanced sensors and integrated sensor systems enable the gathering and analysis of critical information through a range of applications in commercial, industrial, and government markets worldwide. Its business is organized into two divisions: Commercial Systems and Government Systems. Commercial Systems division includes Thermal Vision & Measurement and Raymarine. Government Systems division include Surveillance, Detection, and Integrated Systems. It offers a range of sensor products, including infrared imaging cameras and systems, detector cores, CBRNE threat detectors, test and measurement instruments, radars, maritime electronics, and related products and solutions. In August 2013, Tessera Technologies Inc announced that FLIR Systems, Inc. acquired a portion of the assets of Tessera’s Micro-Optics business based in Charlotte, North Carolina.

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in FLIR Systems, 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: $28.54

Growth: 0.07

Current EPS (TTM): $1.59

P/E: 18

Future EPS Calc: $2.23

Future Stock Price Calc: $40.14

Target stock price: $24.92

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