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Company name Equinix Inc
Stock ticker EQIX
Live stock price [stckqut]EQIX[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $290.75
Target stock price (averages with growth) $205.48
Target stock price (averages with no growth) $18.78
Target stock price (manual assumptions) $271.16

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

Equinix, Inc. (Equinix) connects businesses with partners and customers worldwide through a global platform of data centers. The Company connects approximately 4000 customers, across the Americas, Europe, Middle East and Africa (EMEA) and Asia-Pacific. Platform Equinix combines international business exchange (IBX) data centers, a global footprint and ecosystems. The Company offers each customer a choice of business partners and solutions based on their colocation, interconnection and managed IT service needs. Equinix offers customers direct interconnection to an aggregation of bandwidth providers, including the Internet Service Providers (ISPs), broadband access networks and international carriers. Its customers include carriers and other bandwidth providers, cloud and information technology services providers, content providers, financial companies and global enterprises. On July 2, 2012, (the ancotel Acquisition Date), the Company acquired a privately-held company in Germany.

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in Equinix Inc as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns mainly due to price volatility. However, Equinix is a good play for cloud strategy as well as international exposure in the IT space. I will leave the company on my Watch List, even though it is currently ranked as a Fair company.

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 Equinix 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: $187.81

Growth: 0.19

Current EPS (TTM): $1.83

P/E: 100

Future EPS Calc: $4.36

Future Stock Price Calc: $436.7

Target stock price: $271.15

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

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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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Company name Deckers Outdoor Corp
Stock ticker DECK
Live stock price [stckqut]DECK[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $102.98
Target stock price (averages with growth) $128.23
Target stock price (averages with no growth) $97.29
Target stock price (manual assumptions) $96.34

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

Deckers Outdoor Corporation designs footwear developed for both high performance outdoor activities and everyday casual lifestyle use. The Company markets its products under three brands: UGG, Teva, and Sanuk. The Company sells its products, including accessories, such as handbags and outerwear, through quality domestic and international retailers, international distributors, and directly to end-user consumers both domestically and internationally, through its Websites, call centers, retail concept stores and retail outlet stores. In addition to the Company’s primary brands, its other brands include TSUBO, a line of casual footwear; Ahnu, a line of outdoor performance and lifestyle footwear; MOZO, a line of footwear that combines running shoe technology with work shoe toughness for individuals that spend long hours working on their feet, and Hoka, a line of footwear for all capacities of runner designed to alleviate fatigue, impact and muscle strain.

 

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

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

How was this analysis of Deckers Outdoor 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: $78.95

Growth: 0.15

Current EPS (TTM): $4.06

P/E: 19

Future EPS Calc: $8.16

Future Stock Price Calc: $155.15

Target stock price: $96.33

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

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Company name 3D Systems Corporation
Stock ticker DDD
Live stock price [stckqut]DDD[/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) $73.9
Target stock price (averages with growth) $97.01
Target stock price (averages with no growth) $62.36
Target stock price (manual assumptions) $73.75

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

3D Systems Corporation (3D Systems) is a holding company that operates through subsidiaries in the United States, Europe and the Asia-Pacific region. The Company is a provider of three-dimensional (3D) content-to-print solutions including 3D printers, print materials and on-demand custom parts services for professionals and consumers. It also provides creative content development and design productivity tools. Its principal print engines include stereolithography (SLA), printers, selective laser sintering (SLS), printers, multi-jet modeling (MJM), printers, film transfer imaging (FTI) printers, selective laser melting (SLM) printers, and plastic jet printers (PJP). In December 2013, the Company acquired Figulo Corporation, a provider of 3D printed ceramics for consumers, makers, artists, designers and architects. In April 2014, the Company acquired Medical Modeling Inc., a provider of personalized surgical treatments and patient specific medical devices.

 

Confident Investor comments: At this price and at this time, I think that a Confident Investor can confidently invest in 3D Systems Corporation.

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

How was this analysis of 3D Systems 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: $47.34

Growth: 0.2

Current EPS (TTM): $0.43

P/E: 111

Future EPS Calc: $1.06

Future Stock Price Calc: $118.76

Target stock price: $73.74

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

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

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $30.89
Target stock price (averages with growth) $31.37
Target stock price (averages with no growth) $25.31
Target stock price (manual assumptions) $21.36

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

Darling International Inc. (Darling) is a provider of rendering, cooking oil and bakery waste recycling and recovery solutions. The Company collects and recycles animal by-products, bakery residual and used cooking oil from poultry and meat processors, commercial bakeries, grocery stores, butcher shops, and food service establishments and provides grease trap cleaning services to many of the same establishments. The Company operates over 120 processing and transfer facilities located throughout the United States to process raw materials into finished products such as protein (primarily meat and bone meal (MBM) and poultry meal (PM)), hides, fats (primarily bleachable fancy tallow (BFT), poultry grease (PG) and yellow grease (YG)) and bakery by-products (BBP) as well as a range of branded and value-added products. In January 2014, the Company announced that it has completed the acquisition of VION Ingredients, a division of VION Holding N.V.

 

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

How was this analysis of Darling International 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: $19.99

Growth: 0.16

Current EPS (TTM): $0.91

P/E: 18

Future EPS Calc: $1.91

Future Stock Price Calc: $34.4

Target stock price: $21.36

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