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Company name Chicago Bridge & Iron Company N.V.
Stock ticker CBI
Live stock price [stckqut]CBI[/stckqut]
Confident Investor Rating Poor

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

Chicago Bridge & Iron Company N.V. (CB&I) provides a range of services to customers in the energy infrastructure market across the world. The Company provides various services, such as conceptual design, technology, engineering, procurement, fabrication, modularization, construction, commissioning, maintenance, program management and environmental services. It operates through four segments. Its Engineering and Construction segment provides engineering, procurement, and construction (EPC) services. Its Fabrication Services segment provides fabrication and erection of steel plate structures; fabrication of piping systems and process modules, and manufacturing and distribution of pipe and fittings. Its Technology segment provides licensed process technologies and catalysts for use in petrochemical facilities and oil refineries. Its Capital Services operating group provides environmental engineering and remediation, infrastructure EPC services and program management.
Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Chicago Bridge & Iron Company N.V.. It is not possible to confidently invest in a company that is not currently profitable. I am removing Chicago Bridge & Iron 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 Akamai Technologies, Inc.
Stock ticker AKAM
Live stock price [stckqut]AKAM[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $40.
Target stock price (averages with growth) $40.79
Target stock price (averages with no growth) $25.1
Target stock price (manual assumptions) $44.12

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

Akamai Technologies, Inc. is engaged in providing cloud services for delivering, optimizing and securing content and business applications over the Internet. The Company’s across the globe distributed platform comprises approximately 200,000 servers in over 1,400 networks in over 120 countries. It is involved in offering content delivery network (CDN) services. Its services include the delivery of content, applications and software over the Internet, as well as mobile and security solutions, and enterprise professional services. Its solutions include Performance and Security Solutions, Media Delivery Solutions, and Service and Support Solutions. Performance and Security Solutions are designed to help Websites and business applications operate while offering protection against security threats. Media Delivery Solutions are designed to enable enterprises to execute their digital media distribution strategies. Service and Support Solutions offer professional services and solutions.

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Akamai Technologies, Inc. I am removing Akamai 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. 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 Akamai Technologies, 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: $53.19
  • Growth: 0.06
  • Current EPS (TTM): $1.77
  • P/E: 30
  • Future EPS Calc: $2.36
  • Future Stock Price Calc: $71.05
  • Target stock price: $44.12

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

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Company name Zebra Technologies Corp.
Stock ticker ZBRA
Live stock price [stckqut]ZBRA[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=zbra
Zebra Technologies Corporation offers enterprise asset intelligence products and services. The Company’s products and services allow customers to manage their assets, transactions and people of their organization. It designs, manufactures and sells a range of products, including enterprise mobile computers; advanced data capture devices; wireless local area network (WLAN) products; real-time location systems; related supplies, and utilities, frameworks and application software. It operates through two segments: Enterprise, which consists of its mobile computing, data capture and WLAN products, and Legacy Zebra, which consists of barcode and card printing, location, and motion sensing and supplies products. It provides a platform, iFactr, which offers the migration path for Windows Mobile/CE.NET compact framework applications. In addition, it provides solutions in enterprise mobile space, including modernizing rugged deployments, as well as creating cross-platform applications.
 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Zebra Technologies Corp.. 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 Take-Two Interactive Software, Inc.
Stock ticker TTWO
Live stock price [stckqut]TTWO[/stckqut]
Confident Investor Rating Poor

The following company description is from Google Finance: http://www.google.com/finance?q=ttwo
Take-Two Interactive Software, Inc. is a developer, publisher and marketer of interactive entertainment for consumers around the globe. The Company develops and publishes products through its two wholly owned labels Rockstar Games and 2K. Its products are designed for console gaming systems such as Sony’s PlayStation 3 (PS3) and PlayStation 4 (PS4), Microsoft’s Xbox 360 (Xbox 360) and Xbox One (Xbox One) and Nintendo’s Wii (Wii) and Wii U (Wii U); handheld gaming systems such as Nintendo’s DS (DS) and Sony’s PlayStation Portable (PSP); and personal computers, including smartphones and tablets. It delivers its products through physical retail, digital download, online platforms and cloud streaming services. The Company has a portfolio of software content for the hardware platforms in a range of genres, including action, adventure, family/casual, racing, role-playing, shooter, sports and strategy, which it distributes around the world.
 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Take-Two Interactive Software, Inc. 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 Trimble Navigation Limited
Stock ticker TRMB
Live stock price [stckqut]TRMB[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $8.65
Target stock price (averages with growth) $8.18
Target stock price (averages with no growth) $6.07
Target stock price (manual assumptions) $14.37

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

Trimble Navigation Limited is a provider of technology solutions for professionals and field mobile workers. The Company operates through four segments: Engineering and Construction, Field Solutions, Mobile Solutions and Advanced Devices. The Engineering and Construction segment provides heavy civil construction, building construction and geospatial solutions. The Field Solutions segment offers positioning systems, automated application systems, and data collection and integration systems to the agriculture and geographic information systems (GIS) markets. The Mobile Solutions segment includes its Transportation and Logistics, and Field Service Management businesses. The Advanced Devices segment includes its Embedded Technologies, Timing, Applanix, Trimble Outdoors, Military and Advanced Systems (MAS), and ThingMagic businesses. The Company’s brands include Trimble, PeopleNet, GEOTrac, TMW and ALK Technologies. In addition, the Company offers the TILOS software.

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in Trimble Navigation Limited. 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. 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 Trimble Navigation Limited 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: $18.19
  • Growth: 0.05
  • Current EPS (TTM): $0.49
  • P/E: 37
  • Future EPS Calc: $0.62
  • Future Stock Price Calc: $23.13
  • Target stock price: $14.36

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