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Company name FedEx Corporation
Stock ticker FDX
Live stock price [stckqut]FDX[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $160.13
Target stock price (averages with growth) $188.97
Target stock price (averages with no growth) $130.37
Target stock price (manual assumptions) $141.23

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

FedEx Corporation (FedEx) is a holding company. The Company provides a portfolio of transportation, e-commerce and business services under the FedEx brand. Federal Express Corporation (FedEx Express) is an express transportation company, offering time-certain delivery within one to three business days and serving markets. FedEx Ground Package System, Inc. (FedEx Ground) is a provider of small-package ground delivery service. FedEx Freight Inc (FedEx Freight) is a provider of less-than-truckload (LTL) freight services. FedEx Corporate Services, Inc. (FedEx Services) provides the Company’s other companies with sales, marketing, information technology, communications and back-office support. In June 2012, the Company acquired olish courier company Opek Sp. z o.o. In July 2012, the Company acquired TATEX. In July 2012, the Company’s, FedEx Express business unit, acquired Rapidao Cometa, a transportation and logistics company.

 

 

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 Church & Dwight Co., Inc.
Stock ticker CHD
Live stock price [stckqut]CHD[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $61.03
Target stock price (averages with growth) $72.51
Target stock price (averages with no growth) $59.3
Target stock price (manual assumptions) $63.75

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

Church & Dwight Co., Inc. develops, manufactures and markets a range of household, personal care and specialty products. The Company’s brands include ARM & HAMMER, (used in multiple product categories, such as baking soda, carpet deodorization and laundry detergent), TROJAN Condoms, XTRA laundry detergent, OXICLEAN pre-wash laundry additive, NAIR depilatories, FIRST RESPONSE home pregnancy and ovulation test kits, ORAJEL oral analgesics and SPINBRUSH battery-operated toothbrushes. The Company operates in three segments: Consumer Domestic, Consumer International and Specialty Products. During the year ended December 31, 2011, the Consumer Domestic, Consumer International and Specialty Products segments represented approximately 72%, 19% and 9%, respectively, of the Company’s net sales. On June 28, 2011, the Company acquired the BATISTE dry shampoo brand from Vivalis, Limited. In October 2012, it acquired Avid Health, Inc. (Avid).

 

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 Panera Bread Co
Stock ticker PNRA
Live stock price [stckqut]PNRA[/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) $281.81
Target stock price (averages with growth) $396.96
Target stock price (averages with no growth) $291.81
Target stock price (manual assumptions) $281.57

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

Panera Bread Company (Panera) s a national bakery-cafe concept with 1,541 Company-owned and franchise-operated bakery-cafe locations in42 states, the District of Columbia, and Ontario, Canada. Panera operates under the Panera Bread, Saint Louis Bread Co. and Paradise Bakery & Cafe trademark names. Its bakery-cafes are located in urban, suburban, strip mall, and regional mall locations. The Company operates in three business segments: Company bakery-cafe operations, franchise operations, and fresh dough and other product operations. As of December 27, 2011, its Company bakery-cafe operations segment consisted of 740 Company-owned bakery-cafes, located throughout the United States and in Ontario, Canada. On July 26, 2011, the Company purchased five Paradise Bakery & Cafe (Paradise) bakery-cafes and the related area development rights from an Indiana franchisee. On April 19, 2011, the Company purchased 25 bakery-cafes and the related area development rights from a Milwaukee franchisee.

 

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 Aruba Networks, Inc.
Stock ticker ARUN
Live stock price [stckqut]ARUN[/stckqut]
Confident Investor Rating Poor

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

Aruba Networks, Inc., is a provider of next-generation network access solutions for mobile enterprise networks. The Mobile Virtual Enterprise (MOVE) architecture unifies wired and wireless infrastructures into one seamless network access solution for traveling business professionals, remote workers, corporate headquarters employees and guests. Aruba’s MOVE architecture provides context-aware networking for the post-desktop personal computer (PC) era. Mobility network services are delivered centrally from the data center across thin network access devices or on-ramps. It addresses the secured mobility problem using a user-centric architecture that assigns network access policies to users instead of to data ports or other infrastructure. On November 30, 2011, it completed its acquisition of Avenda Systems (Avenda). On May 23, 2012, it acquired a wireless technology company. In May 2013, Aruba Networks Inc announced the acquisition of Meridian Apps, Inc.
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 Cna Financial Corp
Stock ticker CNA
Live stock price [stckqut]CNA[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $46.43
Target stock price (averages with growth) $49.46
Target stock price (averages with no growth) $38.28
Target stock price (manual assumptions) $35.7

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

CNA Financial Corporation (CNAF) is an insurance holding company. Its core business commercial property and casualty insurance operations operate in two segments: CNA Specialty and CNA Commercial. Its non-core businesses are managed in two business segments: Life & Group Non-Core and Corporate & Other Non-Core. Its insurance products primarily include commercial property and casualty coverages, including surety. Its products and services are marketed through independent agents, brokers and managing general underwriters to a rang of customers, including small, medium and large businesses, associations and professionals. Its property and casualty and remaining life and group insurance operations are primarily conducted by Continental Casualty Company, The Continental Insurance Company, Western Surety Company and Continental Assurance Company. In July 2012, it acquired Hardy Underwriting Bermuda Ltd. On December 14, 2012, it sold SUR Insurance Agency, Inc. and The Bond Exchange.

 

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.