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Company name Netflix, Inc.
Stock ticker NFLX
Live stock price [stckqut]NFLX[/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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $536.33
Target stock price (averages with growth) $654.83
Target stock price (averages with no growth) $371.42
Target stock price (manual assumptions) $410.98

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

Netflix, Inc. is an Internet television network with more than 33 million members in over 40 countries. In the United States, the Company’s subscribers can receive standard definition digital versatile disc (DVDs), and their high definition successor, Blu-ray discs (collectively DVD), delivered quickly to their homes. The Company operates in three segments: Domestic streaming, International streaming and Domestic DVD. Domestic and International streaming segments derive revenues from monthly subscription services consisting solely of streaming content. The Domestic DVD segment derives revenues from monthly subscription services consisting solely of DVD-by-mail.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Netflix, Inc.

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 Netflix, 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(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: $347.14

Growth: 0.2

Current EPS (TTM): $2.66

P/E: 100

Future EPS Calc: $6.61

Future Stock Price Calc: $661.89

Target stock price: $410.98

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

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $75.04
Target stock price (averages with growth) $89.31
Target stock price (averages with no growth) $69.24
Target stock price (manual assumptions) $76.19

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

Nordson Corporation is a manufacturer of equipment used for precision material dispensing, testing and inspection, surface preparation and curing. Its technology-based systems can be found in production facilities globally. It serves diverse markets, including the consumer non-durable, consumer durable and technology end markets including packaging, nonwovens, electronics, medical, appliances, energy, transportation, building and construction, and general product assembly and finishing. Its products are marketed through a network of direct operations in more than 30 countries. The Company operates in three segments: Adhesive Dispensing Systems, Advanced Technology Systems and Industrial Coating Systems. In September 2013, Nordson Corporation completed the acquisition of Munster, Germany based Kreyenborg Group’s Kreyenborg GmbH and BKG Bruckmann & Kreyenborg Granuliertechnik GmbH companies.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Nordson Corporation as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns. I am leaving Nordson on my Watch List for now as I need more companies in this space. If the metrics do not improve, I will drop the company from the list in the future.

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 Nordson Corporation 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(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: $75.45

Growth: 0.11

Current EPS (TTM): $3.31

P/E: 22

Future EPS Calc: $5.57

Future Stock Price Calc: $122.7

Target stock price: $76.19

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

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Company name Merck & Co., Inc.
Stock ticker MRK
Live stock price [stckqut]MRK[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $86.24
Target stock price (averages with growth) $78.66
Target stock price (averages with no growth) $49.04
Target stock price (manual assumptions) $60.27

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

Merck & Co., Inc. (Merck) is a global health care company that delivers health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products, which it markets directly and through its joint ventures. The Company consists of four operating segments, which are the Pharmaceutical, Animal Health, Consumer Care and Alliances segments, and one reportable segment, which is the Pharmaceutical segment. The Pharmaceutical segment includes human health pharmaceutical and vaccine products marketed either directly by the Company or through joint ventures. Human health pharmaceutical products consist of therapeutic and preventive agents, generally sold by prescription, for the treatment of human disorders. Effective February 25, 2013, Dashtag, a unit of Merck & Co Inc’s Schering Plough Corp subsidiary acquired 17.95% interest in Fulford (India) Ltd.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Merck & Co., Inc.

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 Merck & Co., 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(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: $55.75

Growth: 0.12

Current EPS (TTM): $1.53

P/E: 36

Future EPS Calc: $2.69

Future Stock Price Calc: $97.06

Target stock price: $60.27

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

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Company name Monster Beverage Corp
Stock ticker MNST
Live stock price [stckqut]MNST[/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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $97.26
Target stock price (averages with growth) $118.8
Target stock price (averages with no growth) $82.69
Target stock price (manual assumptions) $92.91

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

Monster Beverage Corporation is a holding company. The Company develops, markets, sells and distributes alternative beverage, such as non-carbonated ready-to-drink iced teas, lemonades, juice cocktails, single-serve juices and fruit beverages, ready-to-drink dairy and coffee drinks, energy drinks, sports drinks, and single-serve still water (flavored and unflavored) with beverages, including sodas that are considered natural, sparkling juices and flavored sparkling beverages. It has two reportable segments, namely Direct Store Delivery (DSD), whose principal products comprise energy drinks, and Warehouse (Warehouse), whose principal products comprise juice-based and soda beverages. The DSD segment develops, markets and sells products primarily through an exclusive distributor network. The Warehouse segment develops, markets and sells products directly to retailers.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Monster Beverage Corp.

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 Monster Beverage Corp 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(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: $70.06

Growth: 0.17

Current EPS (TTM): $1.95

P/E: 35

Future EPS Calc: $4.27

Future Stock Price Calc: $149.63

Target stock price: $92.91

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

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Company name Lululemon Athletica inc.
Stock ticker LULU
Live stock price [stckqut]LULU[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $60.24
Target stock price (averages with growth) $96.53
Target stock price (averages with no growth) $85.7
Target stock price (manual assumptions) $62.4

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

lululemon athletica inc. is a designer and retailer of technical athletic apparel operating primarily in North America and Australia. The Company’s yoga-inspired apparel is marketed under the lululemon athletica brand name. The Company offers a range of performance apparel and accessories for women, men and female youth. Its apparel assortment, including items, such as fitness pants, shorts, tops and jackets, is designed for healthy lifestyle activities such as yoga, running and general fitness. The Company’s fitness-related accessories include an array of items, such as bags, socks, underwear, yoga mats, instructional yoga digital versatile discs (DVDs) and water bottles. As of January 29, 2012, its branded apparel was principally sold through 174 stores that are located in Canada, the United States, Australia and New Zealand.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in Lululemon Athletica inc.

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 Lululemon Athletica 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(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: $45.38

Growth: 0.18

Current EPS (TTM): $1.91

P/E: 23

Future EPS Calc: $4.36

Future Stock Price Calc: $100.5

Target stock price: $62.4

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