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Company name Endo Health Solutions Inc
Stock ticker ENDP
Live stock price [stckqut]ENDP[/stckqut]
Confident Investor Rating Poor

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

Endo Health Solutions Inc. is a specialty healthcare solutions company focused on branded and generic pharmaceuticals, devices and services. The Company has a portfolio of branded pharmaceuticals that includes brands, such as Lidoderm , Opana ER, Voltaren Gel, Percocet , Frova , Supprelin LA, Vantas , Valstar and Fortesta Gel. The Company operates in four segments: Endo Pharmaceuticals, Qualitest, AMS, and HealthTronics. Through the Company’s HealthTronics segment, the Company provides lithotripsy services, prostate treatment services, anatomical pathology services, medical products manufacturing, sales and maintenance, and information technology solutions. Its products in the Qualitest portfolio includes Endocet, Morphine Sulfate ER, and Hydrocodone. Its AMS products include AMS 700 MS, AMS 800 artificial urinary sphincter, GreenLight XPS laser system, and Monarc subfascial hammock. Its Endo Pharmaceuticals products include Lidoderm, Opana ER, Voltaren Gel, and Percocet.
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.

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Company name AVX Corporation
Stock ticker AVX
Live stock price [stckqut]AVX[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $1.22
Target stock price (averages with growth) $1.74
Target stock price (averages with no growth) $2.87
Target stock price (manual assumptions) $8.47

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

AVX Corporation (AVX) is a manufacturer and supplier of a line of passive electronic components and related products. All types of electronic devices use AVX’s passive component products to store, filter or regulate electric energy. The Company’s passive electronic component products include ceramic and tantalum capacitors, film capacitors, varistors, filters and other components manufactured in its facilities throughout the world and passive components manufactured by Kyocera Corporation of Japan (Kyocera). It also manufactures and sells electronic connectors and inter-connect systems and distribute and sell certain electronic connectors manufactured by Kyocera. It is organized by product line with five main product groups. AVX operates in three segments: Passive Components, Kyocera Electronic Devices (KED Resale) and Interconnect. On February 6, 2013, it acquired tantalum solid electrolytic capacitor related businesses from NICHICON CORP.

 

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

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: $13.4

Growth: 0.01

Current EPS (TTM): $0.59

P/E: 22

Future EPS Calc: $0.62

Future Stock Price Calc: $13.64

Target stock price: $8.47

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

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Company name Allscripts Healthcare Solutions Inc
Stock ticker MDRX
Live stock price [stckqut]MDRX[/stckqut]
Confident Investor Rating Poor

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

Allscripts Healthcare Solutions, Inc. (Allscripts) is a provider of clinical, financial, connectivity and information solutions and related professional services to hospitals, physicians and post-acute organizations. The Company provides a variety of integrated clinical software applications for hospitals, physician practices and post-acute organizations. For hospitals and health systems these applications include its Sunrise Enterprise suite of clinical solutions, consisting of a range of acute care Electronic Health Record (EHR), integrated with financial/administrative solutions, including performance management and revenue cycle/access management. The Company’s acute care solutions include Emergency Department Information System (EDIS), care management and discharge management. On February 24, 2011, Misys plc (Misys) disposed of its remaining interest in Allscripts. Effective March 5, 2013, Allscripts Healthcare Solutions Inc acquired Jardogs LLC. and dbMotion Ltd.
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.

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Company name PepsiCo, Inc.
Stock ticker PEP
Live stock price [stckqut]PEP[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $57.28
Target stock price (averages with growth) $70.97
Target stock price (averages with no growth) $69.74
Target stock price (manual assumptions) $63.42

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

PepsiCo, Inc. (PepsiCo) is a global food and beverage company. PepsiCo is organized into four business units: PepsiCo Americas Foods (PAF), which includes Frito-Lay North America (FLNA), Quaker Foods North America (QFNA) and all of its Latin American food and snack businesses (LAF); PepsiCo Americas Beverages (PAB), which includes all of its North American and Latin American beverage businesses; PepsiCo Europe, which includes all beverage, food and snack businesses in Europe, and PepsiCo Asia, Middle East and Africa (AMEA), which includes all beverage, food and snack businesses in AMEA. Its four business units are comprised of six segments: FLNA, QFNA, LAF, PAB, Europe, and AMEA. It manufactures, markets and sells a range of salty, convenient, sweet and grain-based snacks, carbonated and non-carbonated beverages, dairy products and other foods. In November 2012, the Company opened a food and beverage innovation center in Shanghai, China.

 

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

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: $79.43

Growth: 0.06

Current EPS (TTM): $4.24

P/E: 18

Future EPS Calc: $5.67

Future Stock Price Calc: $102.13

Target stock price: $63.41

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

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Company name Republic Airways Holdings Inc.
Stock ticker RJET
Live stock price [stckqut]RJET[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $8.87
Target stock price (averages with growth) $10.5
Target stock price (averages with no growth) $9.06
Target stock price (manual assumptions) $10.71

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

Republic Airways Holdings Inc. is a holding company. The Company offers scheduled passenger services through its wholly-owned operating air carrier subsidiaries: Chautauqua Airlines, Inc. (Chautauqua), Shuttle America Corporation (Shuttle), Republic Airline Inc. (Republic Airline) and Frontier Airlines, Inc. (Frontier). As of December 31, 2011, its operating subsidiaries offered scheduled passenger service on 1,483 flights daily to 132 cities in 42 states, Canada, Mexico, and Costa Rica under Frontier operations as Frontier and through fixed-fee code-share agreements with AMR Corp., the parent of American Airlines, Inc. (American), Continental Airlines, Inc. (Continental), Delta Air Lines, Inc. (Delta), United Air Lines, Inc. (United), and US Airways, Inc. (US Airways). The Company took delivery of eight A320 aircraft, two E190 aircraft, placed into service three A319 aircraft, sold five A318 aircraft, four of which have remained in the fleet under sale leaseback agreements.

 

 

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

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: $12.19

Growth: 0.07

Current EPS (TTM): $1.23

P/E: 10

Future EPS Calc: $1.72

Future Stock Price Calc: $17.25

Target stock price: $10.71

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