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Company name PerkinElmer, Inc.
Stock ticker PKI
Live stock price [stckqut]PKI[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $53.02
Target stock price (averages with growth) $83.7
Target stock price (averages with no growth) $77.1
Target stock price (manual assumptions) $20

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

PerkinElmer, Inc. is a provider of technology, services and solutions to the diagnostics, research, environmental, industrial and laboratory services markets. Through the Company’s advanced technologies, solutions, and services, it addresses issues related to health and safety of people and their environment. It operates in two segments: Human Health and Environmental Health. In February 2011, it acquired chemagen Biopolymer-Technologie AG (chemagen). In March 2011, it acquired ArtusLabs, Inc. (ArtusLabs). In March 2011, it acquired specified assets and assumed specified liabilities of ID Biological Systems, Inc. (IDB). In April 2011, it acquired CambridgeSoft Corporation (CambridgeSoft). In May 2011, it acquired Geospiza, Inc. (Geospiza). In May 2011, it acquired Labtronics, Inc. (Labtronics). In June 2011, it acquired Dexela Limited (Dexela). In November 2011, it acquired Caliper Life Sciences, Inc. (Caliper).

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 Silgan Holdings Inc.
Stock ticker SLGN
Live stock price [stckqut]SLGN[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $41.49
Target stock price (averages with growth) $47.99
Target stock price (averages with no growth) $39.11
Target stock price (manual assumptions) $41.66

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

Silgan Holdings Inc. is a manufacturer of rigid packaging for shelf-stable food and other consumer goods products. The Company operates three businesses: metal container business, closures business and plastic container business. The Company’s products include steel and aluminum containers for human and pet food and general line products; metal, composite and plastic vacuum closures for food and beverage products and plastic closures for the dairy and juice markets, and custom designed plastic containers, tubes and closures for personal care, food, health care, pharmaceutical, household and industrial chemical, pet care, agricultural chemical, automotive and marine chemical products. Its products are used for a variety of end markets and it operates 81 manufacturing plants in North America, Europe, Asia and South America. In July 2012, the Company acquired Ontas Oner Teneke Ambalaj Sanayi ve Ticaret A.S. In August 2012, it acquired the plastic food container operations of Rexam PLC.

 

 

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 Ulta Salon, Cosmetics & Fragrance, Inc.
Stock ticker ULTA
Live stock price [stckqut]ULTA[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $150.42
Target stock price (averages with growth) $205.87
Target stock price (averages with no growth) $140.8
Target stock price (manual assumptions) $140.05

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

Ulta Salon, Cosmetics & Fragrance, Inc. (Ulta) is a beauty retailer, which provides one-stop shopping for prestige, mass and salon products and salon services in the United States. During the year ended January 28, 2012 (fiscal 2011), the Company opened 61 new stores. It operates full-service salons in all of its stores. Its Ulta store format includes an open and modern salon area with approximately eight to 10 stations. The entire salon area is approximately 950 square feet with a concierge desk, skin treatment room, semi-private shampoo and hair color processing areas. Each salon is a full-service salon offering hair cuts, hair coloring and permanent texture, with salons also providing facials and waxing.

 

Confident Investor comments: 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 ServiceNow Inc
Stock ticker NOW
Live stock price [stckqut]NOW[/stckqut]
Confident Investor Rating Poor

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

ServiceNow, Inc. is a provider of cloud-based services to automate enterprise information technology (IT) operations. The Company’s service includes a suite of applications built on its platform that automates workflow and integrates related business processes. It focuses on transforming enterprise IT by automating and standardizing business processes and consolidating IT across the global enterprise. Organizations deploy its service to create a single system of record for enterprise IT. It helps transform IT organizations from reactive, manual and task-oriented, to pro-active, automated and service-oriented organizations. Its on-demand service enables organizations to define their IT strategy, design the systems and infrastructure. It provides a set of integrated applications that are configurable and can be implemented and upgraded. In July 2013, ServiceNow Inc announced that it has acquired Mirror42.
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 Infosys Ltd ADR
Stock ticker INFY
Live stock price [stckqut]INFY[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $40.87
Target stock price (averages with growth) $66.5
Target stock price (averages with no growth) $71.45
Target stock price (manual assumptions) $46.21

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

Infosys Limited (Infosys), formerly Infosys Technologies Limited, provides business consulting, technology, engineering and outsourcing services. Its end-to-end business solutions include consulting and systems integration comprising consulting, enterprise solutions, systems integration and advanced technologies; business information technology (IT) services consisting application development and maintenance, independent validation services, infrastructure management, engineering services comprising product engineering and life cycle solutions and business process management; products, business platforms and solutions, including Finacle, its banking product, which offers solutions to address core banking, mobile banking and e-banking needs of retail, corporate and universal banks globally, and areas, such as cloud computing, enterprise mobility and sustainability. On January 4, 2012, Infosys BPO Limited acquired Portland Group Pty Ltd. In October 2012, it acquired Lodestone Holding AG.

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.