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Company name Siemens AG (ADR)
Stock ticker SI
Live stock price [stckqut]SI[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $87.91
Target stock price (averages with growth) $130.25
Target stock price (averages with no growth) $129.89
Target stock price (manual assumptions) $104

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

Siemens AG is an integrated technology company with activities in the fields of industry, energy and healthcare. Siemens operates in six segments: Industry, Energy, Healthcare, Equity Investments, Siemens IT Solutions and Services and Siemens Financial Services (SFS). Industry, Energy and Healthcare are reported along with 14 divisions, which comprise the divisions, Industry Automation, Drive Technologies, Building Technologies, OSRAM, Industry Solutions and Mobility, belonging to the Industry Sector, the Divisions, Fossil Power Generation, Renewable Energy, Oil and Gas, Power Transmission and Power Distribution, belonging to the Energy Sector and the Divisions, Imaging and Information Technology (IT), Workflow and Solutions and Diagnostics, belonging to the Healthcare Sector. In July 2012, Wi-LAN Inc. acquired a global portfolio of more than 40 patents and applications from Siemens related to telecommunication network management and mobile multimedia.

 

 

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.

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Company name Ultratech, Inc.
Stock ticker UTEK
Live stock price [stckqut]UTEK[/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) $45
Target stock price (averages with growth) $75.42
Target stock price (averages with no growth) $73.64
Target stock price (manual assumptions) $42.36

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

Ultratech, Inc., develops, manufactures and markets photolithography, laser thermal processing, and inspection equipment. The Company manufactures for manufacturers of semiconductor devices, including advanced packaging processes and various nanotechnology components, such as thin film head magnetic recording devices (thin film heads or (TFHs)), laser diodes, high-brightness light emitting diodes (HBLEDs) and atomic layer deposition (ALD) for customers located throughout North America, Europe, Singapore, Japan, Taiwan, Korea and the rest of Asia. The Company supplies step-and-repeat photolithography systems based on one-to-one (1X) imaging technology to customers located throughout North America, Europe and Asia. In December 2012, it purchased certain assets of Cambridge NanoTech, Inc. (Cambridge).

 

Confident Investor comments: Ultratech is a relatively small company so you should be cautious how many small companies that you have in your portfolio. If you are looking for a small company to add though, 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.
 

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Company name Peoples Bancorp Inc.
Stock ticker PEBO
Live stock price [stckqut]PEBO[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $35.49
Target stock price (averages with growth) $38.39
Target stock price (averages with no growth) $30.1
Target stock price (manual assumptions) $28.57

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

Peoples Bancorp Inc. (Peoples) operates through its wholly owned subsidiary, Peoples Bank, National Association (Peoples Bank). As of December 31, 2012, its other wholly owned subsidiaries included Peoples Investment Company and PEBO Capital Trust I. Peoples Bank owned Peoples Insurance Agency, LLC (Peoples Insurance) and PBNA, L.L.C., an asset management company. Peoples Investment Company owned Peoples Capital Corporation. Its financial products and services are offered through its financial service locations and automated teller machines (ATMs) in Ohio, West Virginia and Kentucky, as well as telephone and Internet-based banking. Brokerage services are offered through an unaffiliated registered broker-dealer located at Peoples Bank’s offices. On January 2, 2013, the Company’s subsidiary, Peoples Insurance Agency, LLC, had acquired a commercial insurance agency office and related customer accounts in the Pikeville, Kentucky

 

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.

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Company name The Gymboree Corporation
Stock ticker GYMB
Live stock price [stckqut]GYMB[/stckqut]
Confident Investor Rating Poor

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

The Gymboree Corporation is children’s apparel specialty retailers in North America, offering collections of apparel and accessories. During the fiscal year ended January 28, 2012 (2012), the Company operated a total of 1,149 retail stores and online stores at www.gymboree.com, www.janieandjack.com and www.crazy8.com. The Company also offered directed parent-child developmental play programs under the Gymboree Play & Music brand at 703 franchised and Company-operated centers in the United States and 36 other countries. In addition, as of January 28, 2012, third-party overseas partners operated 24 Gymboree retail stores in the Middle East and South Korea, and a joint venture with Gymboree (China) Commercial and Trading Co. Ltd., and Gymboree (Tianjin) Educational Information Consultation Co. Ltd. (collectively, the Joint Venture) operated Gymboree retail store in 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. 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 Matthews International Corp
Stock ticker MATW
Live stock price [stckqut]MATW[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $27.66
Target stock price (averages with growth) $26.86
Target stock price (averages with no growth) $25.34
Target stock price (manual assumptions) $26.03

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

Matthews International Corporation (Matthews) is a designer, manufacturer and marketer of memorialization products and brand solutions. Memorialization products consist of bronze and granite memorials and other memorialization products, caskets and cremation equipment for the cemetery and funeral home industries. Brand solutions include graphics imaging products and services, marking and fulfillment systems products, and merchandising solutions. The Company’s products and operations are consisted of six business segments: Cemetery Products, Funeral Home Products, Cremation, Graphics Imaging, Marking and Fulfillment Systems, and Merchandising Solutions. On November 26, 2012, the Company completed the acquisition of Wetzel Holding AG, Wetzel GmbH and certain related affiliates (collectively Wetzel). In December 2012 the Company acquired Pyramid Controls Inc. and its affiliate, Pyramid Control Systems.

 

 

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.