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Company name Nidec Corporation (ADR)
Stock ticker NJ
Live stock price [stckqut]NJ[/stckqut]
P/E compared to competitors Fair

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) $30.32
Target stock price (averages with growth) $34.64
Target stock price (averages with no growth) $18.56
Target stock price (manual assumptions) $28.44

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

Nidec Corporation (Nidec) focuses on the development and manufacturing of motors. The Company provides its products to a range of different industries ranging from information technology (IT), optical, automotive, appliances and industrials. The Company’s product include spindle motors and pivot assemblies for HDDs, small brushless direct current (DC) motors, small brushless DC motor (Standard type), mid-size brushless DC motors and fan motors. The Company’s small precision brushless DC motors are used in various storage devices ranging from compact disc (CD)- read only memory (ROM), digital versatile disc (DVD), DVD+ readable while (RW), DVD-RW, DVD Multi, GAME, Blu-Ray, floppy disc drives to laser printers.

 

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

 

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Company name Lorillard Inc.
Stock ticker LO
Live stock price [stckqut]LO[/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) $37.63
Target stock price (averages with growth) $43.66
Target stock price (averages with no growth) $36.72
Target stock price (manual assumptions) $45.08

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

Lorillard, Inc. (Lorillard) is the manufacturer of cigarettes in the United States. Its Newport is a menthol flavored premium cigarette brand. During the year ended December 31, 2011, the Newport brand accounted for approximately 88.4% of its sales revenue. In addition to the Newport brand, its product line has four additional brand families marketed under the Kent, True, Maverick and Old Gold brand names. These five brands include 43 different product offerings. During 2011, it shipped 40.7 billion cigarettes, all of which were sold in the United States and certain the United States possessions and territories. Lorillard produces cigarettes for both the premium and discount segments of the domestic cigarette market. It sells its products primarily to wholesale distributors, who in turn service retail outlets, chain store organizations, and government agencies, including the United States Armed Forces. In April 2012, it acquired all of the assets of blu ecigs.

 

Confident Investor comments: At this price and at this time, I do not think that a Confident Investor can confidently invest in this stock. Many people will also choose to not invest in this stock due to the products that the company manufacturers. As I have explained before, this is a reasonable reason to avoid a company.

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: $44.92

Growth: 0.1

Current EPS (TTM): $3.22

P/E: 14

Future EPS Calc: $5.18

Future Stock Price Calc: $72.6

Target stock price: $45.08

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 Good

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) $114.48
Target stock price (averages with growth) $141.84
Target stock price (averages with no growth) $97.79
Target stock price (manual assumptions) $105.6

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 appliance, automotive, bookbinding, container, converting, electronics, food and beverage, furniture, life sciences and medical, light emitting diodes (LED), metal finishing, nonwoven, packaging, semiconductor and solar energy industries. 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: Few companies can deliver so well as to put this much green into the scorecard. At this price and at this time, I 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: $74.07

Growth: 0.18

Current EPS (TTM): $3.54

P/E: 21

Future EPS Calc: $8.09

Future Stock Price Calc: $170.07

Target stock price: $105.6

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

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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 Chico’s FAS, Inc.
Stock ticker CHS
Live stock price [stckqut]CHS[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $24.25
Target stock price (averages with growth) $36.37
Target stock price (averages with no growth) $31.28
Target stock price (manual assumptions) $22.22

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

Chico’s FAS, Inc. is a specialty retailer of private branded, casual-to-dressy clothing, intimates, complementary accessories, and other non-clothing gift items under the Chico’s, White House / Black Market (WH/BM) and Soma Intimates (Soma) brand names. The Chico’s brand primarily sells designed, private branded clothing focusing on women 30 and over. The WHBM brand offers feminine and alternative to designer fashion selling fashionable and clothing and accessory items, primarily in black and white and related shades with seasonal color splashes. The Soma brand sells designed private branded lingerie, loungewear and beauty products women who are 35 years old and over. It also produces catalogs and operates e-commerce Websites and a call center that sell its merchandise nationally and internationally. The Boston Proper brand s an online and catalog based retailer of women’s high end apparel and accessories. On September 19, 2011, it acquired Boston Proper, Inc. (Boston Proper).

 

Confident Investor comments: At this time, I think that a Confident Investor can cautiously invest in this stock as long as the price is correct. Most of the fundamentals of this company are good but there are some concerns.

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: $16.38

Growth: 0.17

Current EPS (TTM): $1.02

P/E: 16

Future EPS Calc: $2.23

Future Stock Price Calc: $35.78

Target stock price: $22.21

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