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Company name Morgans Hotel Group Co.
Stock ticker MHGC
Live stock price [stckqut]MHGC[/stckqut]
Confident Investor Rating Poor

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

Morgans Hotel Group Co., is a fully integrated hospitality company that operates, owns, acquires, develops and redevelops boutique hotels primarily in gateway cities and select resort markets in the United States, Europe and in select international locations, and nightclubs, restaurants, bars and other food and beverage venues in many of the hotels it operates as well as in hotels and casinos operated by MGM Resorts International (MGM) in Las Vegas. At December 31, 2011, the Company operated a portfolio of twelve boutique hotels in New York, Miami, Los Angeles, San Francisco, Boston, and London. In addition, the Company managed a non-Morgans Hotel Group branded hotel in Playa del Carmen, Mexico. In November 2011, it sold the Sanderson and St Martins Lane hotels to Capital Hill Hotels Limited. On November 30. 2011, it purchased a 90% interest in The Light Group.
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 Intuit Inc.
Stock ticker INTU
Live stock price [stckqut]INTU[/stckqut]
P/E compared to competitors Fair

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) $63.01
Target stock price (averages with growth) $77.62
Target stock price (averages with no growth) $61.64
Target stock price (manual assumptions) $65.54

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

Intuit Inc. (Intuit) is a provider of business and financial management solutions for small businesses, consumers, accounting professionals and financial institutions. The Company’s products and services, including QuickBooks, TurboTax and Quicken help customers solve important business and financial management problems, such as running a small business, paying bills, filing income taxes, or managing personal finances. ProSeries and Lacerte are Intuit’s tax preparation offerings for professional accountants. Its Intuit Financial Services business provides digital banking solutions to banks and credit unions that help them make it easier for their customers to manage money and pay bills. The Company organizes its portfolio of businesses into four principal categories: Small Business Group, Tax, Financial Services and Other Businesses. In May 2012, the Company acquired Demandforce, which provides online tools to help small businesses engage, attract and retain customers.

 

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 Starwood Hotels & Resorts Worldwide, Inc
Stock ticker HOT
Live stock price [stckqut]HOT[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Fair
Target stock price (TWCA growth scenario) $95.71
Target stock price (averages with growth) $6.2
Target stock price (averages with no growth) $6.2
Target stock price (manual assumptions) $77.61

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

Starwood Hotels & Resorts Worldwide, Inc. (Starwood) is a hotel and leisure company. The Company conducts its hotel and leisure business both directly and through its subsidiaries. Its brand names include St. Regis (luxury full-service hotels, resorts and residences), Westin (luxury and upscale full-service hotels, resorts and residences), Le Meridien (luxury and upscale full-service hotels, resorts and residences), Sheraton (luxury and upscale full-service hotels, resorts and residences), Four Points (select-service hotels), Aloft (select-service hotels), and Element (extended stay hotels). The Company is organized into two business segments: hotels and vacation ownership and residential. In January 2013, the Company opened its second Westin hotel in Panama. In January 2013, it sold Aloft and Element Lexington to Rockwood Capital. In April 2013, it completed the sale of W New Orleans – French Quarter to Chesapeake Lodging Trust.

 

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 H.J. Heinz Company
Stock ticker HNZ
Live stock price [stckqut]HNZ[/stckqut]
P/E compared to competitors Good

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Poor
Target stock price (TWCA growth scenario) $62.03
Target stock price (averages with growth) $65.45
Target stock price (averages with no growth) $54.43
Target stock price (manual assumptions) $59.59

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

H. J. Heinz Company together with its subsidiaries is engaged in manufacturing and marketing a range of food products throughout the world. The Company’s principal products include ketchup, condiments and sauces, frozen food, soups, beans and pasta meals, infant nutrition and other food products. The Company’s products are manufactured and packaged to provide safe, wholesome foods for consumers, as well as foodservice and institutional customers. The Company manufactures and contracts for the manufacture of its products from a variety of raw food materials. The Company operates in five segments: North American Consumer Products, Europe, Asia/Pacific, U.S. Foodservice and Rest of World. In April 1, 2011, the Company acquired 80% stake in Coniexpress S.A. Industrias Alimenticias. In November 2, 2010, the Company acquired Foodstar Holding Pte (Foodstar).During the year ended December 31, 2010, the Company sold its Appetizers And, Inc. frozen hors d’oeuvres business.

 

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 KLA-Tencor Corporation
Stock ticker KLAC
Live stock price [stckqut]KLAC[/stckqut]
P/E compared to competitors Fair

MANAGEMENT EXECUTION

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

ANALYSIS

Confident Investor Rating Good
Target stock price (TWCA growth scenario) $80.32
Target stock price (averages with growth) $97.55
Target stock price (averages with no growth) $75.1
Target stock price (manual assumptions) $69.72

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

KLA-Tencor Corporation (KLA-Tencor) is engaged in the design, manufacture and marketing of process control and yield management solutions for the semiconductor and related nanoelectronics industries. KLA-Tencor’s offerings include the Chip Manufacturing, Wafer Manufacturing, Reticle Manufacturing, Complementary Metal-Oxide-Semiconductor (CMOS) Image Sensors Manufacturing, Solar Manufacturing, light emitting diode (LED) Manufacturing, Data Storage Media/Head Manufacturing, Microelectromechanical Systems (MEMS) Manufacturing, and General Purpose/Lab Applications. It also provides refurbished KLA-Tencor tools as part of its K-T Certified program for customers manufacturing larger design-rule devices, as well as service and support for its products. The Company’s products are used in a number of other industries, including the LED, data storage and photovoltaic industries, as well as general materials research.

 

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.